Chicory Wealth
  • Welcome
  • Who We Are
    • Our Team
    • Community Impact
    • Chicory 1% for Social Justice
  • What We Do
    • Financial Life Planning
    • Socially Conscious Investing
  • Resources
    • Chicory Newsletter
    • Community Webinars
    • Q&A with Maggie Kulyk
    • CW in the News
    • Job Openings
    • Legal & Privacy
  • Blog
  • Contact Us
    • Book a Meeting
    • Mailing & Admin
  • Client Login
  • Menu Menu
Jeff Audi

Jeff Audi

Tax Advisory Manager, Partner

I joined the Chicory Wealth team in January of 2020 and serve as the firm’s Tax Advisory Manager. Prior to this role, I worked for many years in public accounting, providing tax preparation, planning, and compliance services. I specialize in individual taxation but service a wide range of clients, including trusts and estates, small businesses, and tax-exempt entities. I earned my Bachelor of Science degree in mathematics (with a minor in computer science) from Siena College in 2012, where I graduated magna cum laude. I then attained my Master of Science degree in accounting from The College of Saint Rose in 2014, where I graduated summa cum laude. I have been an Enrolled Agent with the Internal Revenue Service since 2016, and I am a proud member of the National Association of Enrolled Agents (NAEA). I grew up and started my career in Albany, NY but currently reside in warm and sunny Orange County, CA.

For me, a balanced life includes playing tennis, running road races, traveling to foreign countries, spending the day at Laguna Beach with my husband (Johnathan), taking my pet cavapoo (Zuri) for a walk around the neighborhood, or curling up on the couch to watch Netflix with my cat (Lucia).

Pages

  • Chicory Newsletter
  • Climate Commitment
  • ESG Investing
  • Financial Life Planning
  • Investment Criteria
  • Saving for Education, a House, Travel
  • Socially Conscious Investing
  • Tax Preparation Services
  • Webinars & Events
  • When Can I Retire?
  • Welcome
  • Chicory 1% for Social Justice
  • Chicory Giving Group
  • Chicory Wealth Annual Gathering
  • Who We Are
  • Chicory Wealth in the News
  • Q&A with Maggie Kulyk
  • What We Do
  • Community Impact
  • Resources
  • Mailing & Admin
  • Our Team
  • Job Openings
  • Legal and Privacy
  • Blog
  • Book a Meeting
  • Contact Us
  • Newsletter Confirmation
  • Thank You

Categories

  • Civic Engagement
  • Environment
  • General
  • Investing
  • Social Justice
  • Tax Tips
  • Year In Review

Archive

  • March 2025
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • May 2024
  • March 2024
  • February 2024
  • November 2023
  • September 2023
  • August 2023
  • May 2023
  • January 2023
  • November 2022
  • June 2022
  • March 2022
  • February 2022

Contact Info

Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:

  • 3904 North Druid Hills Road #366 Decatur, GA 30033

  • 404.294.5917

  • 470.440.7249

  • [email protected]

  • Business Hours: Monday-Friday, 9 am to 5 pm ET

 

Join Our Newsletter

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Our Affiliations

© 2025 Chicory Wealth:: Website by Integritive Web Design :: Asheville, NC
  • Legal & Privacy
  • Job Openings
  • FAQ’s
  • Contact
Link to: Daniel McNabb Link to: Daniel McNabb Daniel McNabb Link to: Liv Gagnon Link to: Liv Gagnon Liv Gagnon
Scroll to top Scroll to top Scroll to top