Tax Advisory

WealthCare is a tax advisory firm that helps clients with more than just tax preparation. Tax advisory is an ongoing service that helps clients optimize their tax position and achieve their financial goals. Tax advisory includes tax preperation but also identifying tax saving opportunities, planning for future tax liabilities, implementing tax-efficient strategies, providing personalized and proactive tax advice, and ensuring compliance with taxing agencies. Contact our team of experts at WealthCare to get tax advice from a trusted partner.

Access to Prior Tax Returns

WealthCare has a secure, encrypted, online portal.  It's easy to use and gives you access to your tax returns to review and print at any time.  Using the portal to complete your organizer will speed up the processing of your tax return (and will save you up to $75 on your tax preparation fee).  If you become a portal user you will also have the option of signing and submitting your form 8879 electronically.

If you would like to give it a try, please email us at  You will then receive an email with a link that you can follow to set up your portal user ID and password.  If you have any troubles, please give us a call.

If you are already a user of the WealthCare portal and would like to view your prior year tax returns, please click here.

Tax Questions?

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