Tax services to help
meet your unique needs

Fidelity is pleased to provide eligible Fidelity Wealth Management clients1 working with a dedicated representative with access to preferred pricing on the third-party EY Wealth Tax Platform.2

Tax filing
Access to dedicated tax professionals to help file your state and federal taxes.

Curated tax content
Get articles and insights from tax professionals through the EY Wealth Tax Platform.

Tax advisory services
For more complex tax planning and preparation needs, additional tax support is available throughout the year.1

Ready to get started?

Fidelity clients can choose from a variety of tax services and have access to information on other tax service providers by accessing

Frequently Asked Questions

  • What is the EY Wealth Tax Platform?

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

  • What is EY TaxChatTM?

    We've secured you a 10% discount off EY TaxChatTM through the Wealth Tax Platform. EY TaxChatTM 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 TaxChatTM 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 TaxChatTM. Tax preparation via EY TaxChatTM 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 TaxChatTM. For more information, see EY TaxChatTM 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, 2023, you will receive the greater of $100 off or 10% off – whichever is the greater of the two – on EY TaxChatTM. The pre-registration discount will be automatically applied when accessing the offer through the green button above marked “Connect with EY.”
    • Starting January 1, 2024, Fidelity clients must enter the referral code FIDELITYWM23 when they sign up for EY TaxChatTM 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 TaxChatTM after January 1, 2024, be sure to use referral code FIDELITYWM23 to receive a 10% discount.

  • How do I access additional Tax Advisory Services?

    If your tax situation is more complex than what the EY TaxChatTM 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.