Complaints

This profile includes complaints for WealthCare, Inc.'s headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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WealthCare, Inc. has 2 locations, listed below.

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  WealthCare, Inc.

  210 Main St Cold Spring, MN 56320-2533

• 

  WealthCare, Inc.

  306 E Main St Melrose, MN 56352-1164

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:11/22/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Charging me for professional services without providing the services paid for.

  Business Response

  Date: 12/03/2024

  Mr. ******* signed an agreement for payroll and bookkeeping services for July 2024 through June 2025, however has not provided any information to us.  We have since stopped invoicing him at his request and have told him that any funds paid will be applied to his prior year tax return invoice when his return is complete and filed.    

• Initial Complaint

  Date:05/11/2023

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Wealthcare purchased the accountant office who did our bookeeping, taxes and payroll for our business. We originally stayed at WealthCare but eventually switched accountants. When we hired our new accountant and they gained access to our *********** **** of ******* account, they made me aware that our Quarterly payroll taxes hadn't been paid since the middle of 2021. This was something Wealthcare was hired to do for us.I had received many letters, from the ** **** of ******* demanding payment. Everytime I received a letter, I would call, they would ask me to email the letter to their office and say they would take care of it. I was dealing with an employee named *****, she led me to believe there had been an error by saying she would "submit the forms again or things get crossed in the mail." (Again, giving the impression they had been submitted previously.) I was only made aware in January 2023 of this problem. When I asked her what the problem was and why she hadn't been filing the paperwork we were paying her to file, she told me our account had been locked and she wasn't able to gain access to our account. Prior to this, I was never told our account wasn't accessible, I was never told that they wouldn't be able to pay our current payroll taxes, I was never told that our payroll taxes for 19 months were delinquent.After I found out the taxes hadn't been getting paid, I reset the password and they paid the taxes immediately. However, we were charged $850 in late fees, interest and penalties. I asked for an abatement from the **** of *******, it was denied. I'm asking Wealthcare to be responsible for not properly communicating the problem. I've tried to deal with management and have been unsuccessful, asking them to pay the bill.I regret not having the sense to look into the letters from ** **** of ******* that we received and for believing they were paying our taxes. I believe that if we wouldn't switched accountants this would be an ongoing problem.

  Business Response

  Date: 06/12/2023

   While ***** was working for LeSage, ********, ****** ****** (former Accounting Firm), she reached out to ***************************** in July 2021 to let her know that she needed to update her expired password for the ** **** of ************** The password can only be updated by the Client.  The filing of the Federal 941 and 940 were not affected and were completed timely along with her federal deposits.  ***** reminded ***************************** numerous times that we were unable to file her ** taxes until she could provide ** with a password.  ******** had let ***** know she was dealing with a lot in her personal life but would try to log in and reset the expired password.
  WealthCare purchased LeSage, Reynolds, ****** ****** in December 2021.  ***** continued to communicate with ***************************** regarding the need for the ** Revenue password.  ******** provided the ** Revenue password in January 2023.  Upon receipt of the password,***** filed all the ********* returns and processed payments. 
  ***** wrote an abatement letter to the ****************** for no charge.  The ****************** did not accept the abatement letter, resulting in the fees not being written off.