Wealthnest Tax ServicesThey didn't file our return
My family has been getting our taxes done by Wealthnest Tax Services for at least the last 8 years but we will not be back after this year.
Last year they didn’t file our return for a month after we thought it had been done because they said they never received our fax/email with my husbands signature even though it shows I sent it.
I was upset but accidents happen. I should have asked for my money back but figured we would be understanding and not cause a scene.
I was really needing our return money so waiting an extra month put a damper on our plans but oh well.
This year they did the same exact thing!!! As soon as our appt was over I went home and had my husband sign the documents and sent them back.
I called and confirmed everything was there. Reviewed it with the employee and even explained my concerns about last year and she reassured me everything was completed.
I just got a call saying some of the documentation wasn’t there! My sons SSN!
The employee no longer works there. Great! Now I have to worry she stole his identity because somehow the other documents are there and his SSN isn’t even though they were sent in one file.
I am so pissed! I want my money back!!! Now I have to wait another month for my return! Stay far away from this place!
Addendum : I was told Kevin would call me back the day I found out they lost my sons SSN and it took 5 days for a return call.
After some back and forth of trying to get a hold of one another I was refunded my money for the current tax year. It took a month or so.
1 Review on Wealthnest Tax Services
How is what you describe a scam?
At worst, it sounds like an isolated occurrence (or perhaps two) of incompetence. Nothing suggests any type of deception intended to get your money in return for nothing. Form what you say, they indeed did provide the service for which you paid; your information may or may not have been recieved by them in each case. Can you prove that they received the information?
If you don’t understand the definition of the word “scam”, I suggest you use a dictionary.