09/03/2026
COMPREHENSIVE TAX PLANNING AND PREPARATION
We provide complimentary tax preparation for clients with investments exceeding $400,000. In some cases, tax planning strategies do not fully carry through to the final return, often due to missed slips in the mail or an account that still needs to be registered. By handling the planning and following up on these details, we ensure that our recommendations are properly implemented.
This complimentary service reflects our appreciation for clients who choose to work with us for their investment needs.
Learn more: https://worbywealth.com/tax-planning
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