The Worthy Advisor
Practical tax guides, real-world examples, and product updates.
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Future Proof 2026 focused on AI's potential. We brought something real.
We were invited to speak about what it took to bring AI-powered tax planning software to one of the biggest firms in wealth management — Edward Jones.
Read itWhat's up with Worthy: September 2026
Actionable insights in the client dashboard, a revamped Roth conversion tool, smarter document handling, and a dozen more improvements inspired by feedback from advisors.
How an In-House Tax Strategist Gets More Out of Worthy
Learn better tax planning practices from a CPA who works with financial advisors. The right approach (and a little help from Worthy) make a lot more possible.
In the news: Worthy analyzes over $1B in taxable income for advisors
Worthy's fast growth earns coverage by WealthManagement.com and Investment News as a notable new entry in the tax planning software space.
The definitive guide to 529 plans for financial advisors
Review basic college savings plan details, and find links to some of the best resources for understanding the ins and outs of 529 plans.
Why Worthy parses 175+ tax forms (and no one else can)
See how we put humans in the loop to give advisors better tax data than any other tax planning software.
Building with Edward Jones: what an enterprise pilot looks like in practice
More than 300 Edward Jones associates are now on Worthy, as part of an innovative pilot program.
What's up with Worthy: June 2026
From a smarter underlying AI model to new client privacy controls, here's what we've shipped since our last update.
What'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.
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.
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.