“All Things Financial” for Our Clients
At Chicory Wealth, we pride ourselves on being able to offer our clients a “surround sound” experience for all of their financial need. This includes simple and advanced tax strategies and, for many clients, tax preparation services. Fees for tax preparation depend on the type and complexity of the returns being filed. Clients whose assets we manage find this especially helpful because we already have access to many of their tax-related documents through our online portal and because of our deep familiarity with their full financial picture. We’re only able to provide tax preparation services to our clients already doing Financial Life Planning.