The Worthy Advisor
Practical tax guides, real-world examples, and product updates.
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12 min read
Our favorite prompts to use in Worthy's Chat
See sample prompts and best practices for using Worthy chat to get answers and model different scenarios.
Read itWhat's up with Worthy: May 2026
We've been busy improving Worthy's memory and accuracy, expanding state tax coverage, and launching mobile functionality.
The easiest way to kick off tax planning? Ask for tax returns
It's the perfect time to ask for tax returns — and to reach out proactively to discuss tax planning opportunities with clients.
How to do even more with Worthy
Tips and best practices for using Worthy to amplify your tax planning efforts.
How to find big wins in draft tax returns
A financial advisor's guide to reviewing clients' draft tax returns before filing — catch errors, spot planning opportunities, and strengthen CPA relationships.