Wealthspring Financial Services - New York

Address: 560 W 218th St Apt 4C, New York, NY 10034.
Phone: 78623085.
Website: wealthspringfinancialservices.com
Specialties: Accountant, Bookkeeping service, Tax preparation service.
Other points of interest: Identifies as Latino-owned, Online appointments, Onsite services, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Wealthspring Financial Services

Wealthspring Financial Services 560 W 218th St Apt 4C, New York, NY 10034

⏰ Open Hours of Wealthspring Financial Services

  • Monday: 8 AM–6 PM
  • Tuesday: 8 AM–6 PM
  • Wednesday: 8 AM–6 PM
  • Thursday: 8 AM–6 PM
  • Friday: 8 AM–6 PM
  • Saturday: 9 AM–2 PM
  • Sunday: Closed

Wealthspring Financial Services

Wealthspring Financial Services, located at 560 W 218th St Apt 4C, New York, NY 10034, is a reputable and highly-rated financial services company. With a phone number of 78623085 and a website at wealthspringfinancialservices.com, they have made it easy for clients to reach out and learn more about their services.

SPECIALTIES:

  • Accountant
  • Bookkeeping service
  • Tax preparation service

Other notable points of interest include the fact that Wealthspring Financial Services is Latino-owned, offers online appointments, provides onsite services, and recommends making appointments in advance. Their commitment to customer service is evident in their policies and procedures. With an average rating of 4.7/5 based on 10 reviews on Google My Business, it's clear that Wealthspring Financial Services has established a strong reputation in the industry.

Customer testimonials highlight the company's quick turnaround times, efficiency during tax season, bilingual staff, and overall professionalism. One satisfied client states, "We've been using Felipe's practice for three years now, and we couldn't be happier with the experience. The team consistently delivers a quick turnaround on all our requests, making tax season stress-free and efficient. Their bilingual staff is incredibly knowledgeable, professional, and attentive to every detail. We highly recommend their services to anyone looking for a dependable, responsive, and client-focused tax team."

With its combination of specialized services, commitment to customer satisfaction, and glowing reviews, Wealthspring Financial Services is an excellent choice for anyone seeking comprehensive financial management solutions in the New York area.

👍 Reviews of Wealthspring Financial Services

Wealthspring Financial Services - New York
Grace F.
5/5

We've been using Felipe's practice for three years now, and we couldn't be happier with the experience. The team consistently delivers a quick turnaround on all our requests, making tax season stress-free and efficient. Their bilingual staff is incredibly knowledgeable, professional, and attentive to every detail. We highly recommend their services to anyone looking for a dependable, responsive, and client-focused tax team.

Wealthspring Financial Services - New York
Dario M.
5/5

My taxes were a mess o so i thought. Wealthspring Financial Services took care of if so profesional and easy it was a pleasure surprise. I will definitely recommend them. They took care of my business and my personal.

Wealthspring Financial Services - New York
Rob G.
3/5

I signed up with Wealthspring several years ago. I found out about Wealthspring through the NYC Small Business services. The SBS advertised Wealthsrping as an accounting service that would help small business impacted by the lockdown to save money.

I was in the process of switching my small business to a single practice LLC and needed accounting services to slim down and save money due to cut backs from COVID. The owner and main accountant Felipe is a nice guy but I didn't feel he had the best interests of what I wanted to do with my practice. When I decided that $400 a month for booking services was not the best option for me, Felipe got rather insulted and didn't really provide much support for single practioners needing to save money. On top of that, I ended up having to pay a lot of taxers last year, that I felt could have been avoided with better advice and management for tax savings.

Lastly, when I decided that I didn't want to work with Wealthspring, I was given a very unprofessional and rude departure email from Felipe. I was a bit surprised by this and was not even given a copy of my taxes from 2 years ago that I requested for my records.

If you plan on spending at last $400 or more a month, for a small business, this company may be okay for your needs, but if you're a self-employed and looking for help with annual taxes, I would look elsewhere.

Wealthspring Financial Services - New York
Sheila C.
5/5

Wealthspring Financial Services has been providing bookkeeping and tax services for my graphic design firm Firefly Design + Communicstions Inc. for approximately 10 years. The company has been dedicated and committed to providing great service since they started. Felipe Wityk the owner is very personable snd a good communicator which makes the process run smoothly.

Wealthspring Financial Services - New York
Patricia L.
5/5

Felipe is great! He is super reliable and professional. I have worked with him over 3 years and I do not have a single complaint. I am super happy with his services and will continue to use them in the future. I highly recommend Wealthspring Financial Services.

Wealthspring Financial Services - New York
Sandra S.
5/5

Wealthspring Financial Services has handled our tax preparation and reporting for several years now. As folks with both W2 and 1099 income, we greatly appreciate Wealthspring's attention to detail, excellent communication and thorough knowledge!

Wealthspring Financial Services - New York
Victor M.
5/5

I've been using wealth-spring services for a few years now, the always take good care of my financial needs, when I make mistakes on my restaurant they make sure to corrected quick and efficiently!
Thank you guys

Wealthspring Financial Services - New York
Robert J. F.
4/5

Hard workers. Put a lot of care into it. Even when a mistake is made, they go all out to fix it.

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