WealthCare

05/25/2026

In remembrance of Memorial Day, our offices will be closed on Monday, May 25th.

05/03/2026

☀️ Our summer hours begin Monday, May 4th through September! ☀️

Monday - Thursday: 9:00AM - 4:00PM
Friday: 9:00AM - 12:00PM

Appointments outside of these hours may be available. Please call to schedule!

04/15/2026

Happy Tax Day!

Please be aware of our office hours today and tomorrow.

wealthcare-inc.com

03/06/2026

Corporate Tax Deadline Reminder

Attention business owners! The corporate tax filing deadline is coming up soon. If your business files a corporate return, make sure you have everything gathered and your appointment scheduled so we can get your return prepared and filed on time.

Give our office a call or send us a message, we’re here to help keep your business on track this tax season.

03/05/2026

🚨 Scam Alert: Don’t Fall for Fake IRS Messages 🚨

We’re in the thick of tax season, which unfortunately means scam season is in full swing too. Every year, we see a spike in emails, texts, and even phone calls from criminals pretending to be the Internal Revenue Service (IRS).

Here’s what you need to know:

❌ The IRS will NOT call you demanding immediate payment.
❌ They will NOT ask for payment via gift cards, crypto, or wire transfers.

Scammers are getting more sophisticated. Spoofed phone numbers, official-looking emails, and urgent language designed to scare you into acting fast.

If you receive a suspicious message:
✔️ Do not click links
✔️ Do not provide personal information
✔️ Do not engage
✔️ Call our office directly if you’re unsure

When in doubt, slow down and trust your gut. The real IRS communicates primarily through official mailed letters.

Your security matters to us. If something feels off, trust your instincts and reach out. We’re here to help protect more than just your refund.

02/03/2026

Filing Accurately vs. Filing Strategically - What's the Difference?
Tax time is here, and a lot of people think accuracy and strategy mean the same thing... but they're actually two different parts of a solid tax plan.

✅Filing Accurately: Accuracy keeps you compliant and out of trouble, but it doesn't guarantee you're saving the most money.

💡Filing Strategically: This is where the real tax savings can happen. Strategic filing focuses on:
✔Planning ahead before tax season
✔Choosing the best filing status
✔Leveraging credits/deductions intentionally
✔Understanding timing (when to pay, when to deduct, when to invest)
✔Making moves that reduce your tax liability long-term, not just this year

The Bottom Line: Anyone can file accurately. Not everyone files strategically.
To learn which tax strategies apply to you, WealthCare can help.

01/28/2026

We are proud to serve the Eden Valley community!

🌟Chamber Member Showcase: WealthCare 🌟
We’re proud to showcase WealthCare Inc., a valued Eden Valley Chamber member offering personalized accounting, tax, and financial services for individuals and businesses. Their local expertise and friendly approach help clients feel confident in their financial decisions.

01/20/2026

📝Last year's tax return isn't just paperwork. It's a roadmap.

It shows income patterns, deductions, credits, and planning opportunities that can impact this year's tax strategy. Reviewing your return with your tax advisor helps identify adjustments before deadlines pass and decisions become limited.

Smart tax planning starts by understanding where you've been so you can make better choices going forward.

📆Have you scheduled your tax return appointment with WealthCare yet?

01/14/2026

Filing season is here and organization matters!

Getting your documents together early isn't just about meeting a deadline. It creates opportunities.

When information is organized and upfront:
✅Tax returns are more accurate
✅Planning opportunities are easier to identify
✅Surprises and last-minute stress are reduced
✅Better decisions can be made before options disappear

Early organization gives your Advisor time to prepare your return prior to your tax appointment, which can allow for a more conversational appointment.

If focusing more on strategy is most important to you, reach out & schedule an appointment to discuss becoming an Advisory client!

12/31/2025

As we wrap up 2025, we want to say a sincere thank you to our community for your continued support this year. We truly appreciate the trust you place in WealthCare and the opportunity to serve you.

We’re looking forward to working alongside our clients for another a productive and successful year.

Reminder: Our offices will be closed Thursday & Friday this week.

Wishing everyone a safe and happy New Year’s Eve!

12/25/2025

Merry Christmas from all of us at WealthCare.