Fidelity^® Wealth ManagementTax services to help meet your unique needs

Frequently asked questions

• What is the EY Wealth Tax Platform?

  A one-stop portal to access EY tax services including tax preparation through EY TaxChat^TM, tax advice and planning, and EY-curated tax content.

• What is EY TaxChat^TM?

  We've secured you a 10% discount off EY TaxChat^TM through the Wealth Tax Platform. EY TaxChat^TM is an on-demand digital service that connects you with EY tax professionals in a secure, online environment. You'll get 1-on-1 tax guidance from an experienced tax professional who will prepare and file your taxes for you. For more information see EY TaxChat^TM FAQs.

• What is the cost of using EY tax services?
  • There is no cost to access the EY Wealth Tax Platform to view available services and view EY content.

  • Fidelity Wealth Management clients have access to a 10% discount on EY TaxChat^TM. Tax preparation via EY TaxChat^TM starts at $275 including one federal and three state returns and goes up in price based on complexity. Answer a few questions and get a no-obligation quote when you get started with EY TaxChat^TM. For more information, see EY TaxChat^TM FAQs.

  • Tax advisory services are also available at 20% off standard prices. Pricing varies based on individual needs and complexity. To get a free quote, you can complete a client intake form in the EY Wealth Tax Platform by selecting “Tax Advice & Tax Planning”, clicking the “Get started” button and filling out a short (<5 minute) form. An EY tax advisor will respond within five business days to schedule an introduction.
• How do I redeem my discount?
  • If you pre-register before December 31, 2024, you will receive the greater of $100 off or 10% off – whichever is the greater of the two – on EY TaxChat^TM. The pre-registration discount will be automatically applied when accessing the offer through the green button above marked “Connect with EY.”

  • Starting January 1, 2025, Fidelity clients must enter the referral code FIDELITYWM when they sign up for EY TaxChat^TM to apply the 10% discount.
• What steps do I need to take to get started?

  STEP 1: Click the green button above marked "Connect with EY"
  STEP 2: Register for the EY Wealth Tax Platform using your email (or sign in if you've already created an account).
  STEP 3: For first-time users, validate your email and accept EY's terms of use.
  STEP 4: Select the service you are interested in to learn more.
  STEP 5: Click “Get started” and follow the on-screen instructions. You will receive a no-obligation quote for all services. If registering for EY TaxChat^TM after January 1, 2025, be sure to use referral code FIDELITYWM to receive a 10% discount.

• How do I access additional Tax Advisory Services?

  If your tax situation is more complex than what the EY TaxChat^TM solution is designed to address, we can provide direct access to a tax professional to provide tax advice specifically designed to reduce tax exposure and audit risk, as well as prepare and file your returns.¹ Tax advisory services are provided by EY or Baker Tilly. Additional qualifications may be required. Your dedicated Fidelity representative can help you understand more about the services provided by each firm and connect you with them as needed. The specific price for an engagement will be evaluated by EY or Baker Tilly after scoping the engagement. The initial conversation with EY or Baker Tilly is provided at no cost to you. We have secured a 20% discount from EY's and Baker Tilly's standard rates.