Transparency. Professionalism. Integrity
 
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WE EXIST TO CREATE THE SPACE FOR DREAMS TO COME TRUE.


 
 
 
 

who is wadsworth financial?

Wadsworth Financial was founded on three major ethos' - Transparency, Professionalism & Integrity. We care about our clients' legacy, and through our exceptional services we do our part to build, enhance, and safeguard them. We are passionate about educating, encouraging, enlightening, and challenging our clients to be a better version of themselves.

 
 
 
 
 
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Our Services

 
 

Accounting & BOOKKEEPING

Running a business is a 24 hour endeavor, and often times 24 hours isn't enough time to get everything done. You're tired, you're busy, and the last thing you want to worry about is your bookkeeping. With our services, you are free to get back to business. Leave the hard stuff to us!

Accounting and bookkeeping can be confusing, frustrating, and intimidating for many small business owners. Our goal is to provide a welcoming, educational, and encouraging environment for all business owners, to help them make better informed decisions for the financial future of their business. We aim to empower our clients to be better versions of themselves, for their benefit, and the benefit of their clients. Every company, regardless of its current size, has the potential to be something special. With our accounting and bookkeeping services, we help create the space for your dreams to come true. 


tax preparation

We believe that income tax preparation doesn't have to be an all day event, nor this mystifying art that only few people can understand. Your time is important, and frankly, you have better things to do than to wait for hours to have your taxes prepared. At Wadsworth Financial, we are a 100% virtual office. No long waits, no burned coffee, no terrible magazines. Wake up on a Saturday morning, upload your tax documents via our docusign service, and have your taxes done while you catch up on your favorite show. Once done, we send you your tax return via the docusign service, you sign electronically, and you're all set. It's really that simple.

We believe in transparency, and to that end, we have decided to charge one flat fee for all individual and corporate tax returns prepared. Additionally, you can choose to have your tax return fee deducted from your federal refund at no additional cost to you.

 No hidden fees, no gimmicks, no refund loans, just honestly, and integrity. Refreshing isn't it?


 

 
 
 
 
 
 
 
 
 
 
 
 
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rates

We offer competitive rates that don't break the bank. Contact us today to schedule a free Accounting or Bookkeeping consultation. 

 

Accounting

  • Preparing adjusting entries (recording expenses that have occurred but aren’t yet recorded in the bookkeeping process)
  • Preparing company financial statements
  • Analyzing costs of operations
  • Aiding the business owner in understanding the impact of financial decisions

The process of accounting provides reports that bring key financial indicators together. The result is a better understanding of actual profitability, and an awareness of cash flow in the business. Accounting reveals the bigger picture of the business, and the path the company is progressing on. Business owners will often look to accountants for help with strategic tax planning, financial forecasting, and tax filing.

bookkeeping

  • Recording financial transactions
  • Posting debits and credits
  • Producing invoices
  • Maintaining general ledgers
  • Completing payroll
  • Monthly bank reconciliation

Maintaining a general ledger is one of the main components of bookkeeping. The general ledger is a basic document where a bookkeeper records the amounts from sale and expense receipts. All sales and purchases made by your business need to be recorded in the ledger, and certain items need supporting documents. 

 

 

Individual tax preparation              $200

  • Federal & State Return (All 50 States)
  • Schedule C Self Employed Returns
  • All forms necessary for return completion
  • Free E-File
  • Refund direct deposit
  • 24/7/365 Online Tax Return Access

BUSINESS TAX PREPARATION              $425

  • Federal & State Return (All 50 States)
  • 1120 Corporate Returns
  • Partnership Returns (Form 1065)
  • S-Corp Returns (Form 1120S)
  • Estate & Trust Returns (Form 1041)
  • Schedule K-1 creation & distribution
  • Balance Sheet Analysis
  • 24/7/365 Online Tax Return Access

 
 
 
 
 

 

STAY IN TOUCH WITH US

 
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About The founder 

Wadsworth Financial is the culmination a life-long journey for it's founders Alvaro (Al) & Yuli Diaz.

Native New Yorkers (Manhattan & Queens, respectively, yo), Al & Yuli decided on a town where they would plant their roots, and raise a family. They moved to West Orange, NJ in 2013 .

Holding a Bachelor's of Science in Accounting from Manhattan College, Al has made his mark in the fast paced, evolutionary, competitive market that is NYC Real Estate Development. Al has been the financial gatekeeper of some of NYC's most well known development projects, totaling over $15B in costs, such as:

  • The Barclay's Center in Brooklyn
  • The "New" New York Times Building
  • The Beekman Tower
  • The American Airlines Terminal 2 Redevelopment at JFK
  • Port Authority Bus Terminal Rehabilitation

Currently, Al serves as the Controller at a NYC based national luxury student housing powerhouse. 

Yuli holds a Bachelors Degree in Psychology from Stony Brook University. She currently serves as a project management team board member at Columbia University's (CDIS) program. 

FUN FACTS

  • Al loves soccer, and plays a local pick-up game every Saturday morning. (Go NYCFC!)
  • Yuli is a skilled DIY'er, professional make-up artist, and AMAZING knitter. 
 
 

 

CONTACT US

 

Have some questions? Feel free to reach out using the below contact form. We'll get back to you by the next business day. 

 
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