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Spear CPA CFP
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Spear CPA CFP is a full-service CPA firm based in New York City. The firm helps businesses and professionals save between $25,000 and $100,000 in taxes per year. They specialize in tax preparation, bookkeeping, and tax reduction strategies for small businesses and medical professionals.
Spear CPA CFP is a full-service CPA firm headquartered in New York City, founded in 2004. The firm focuses on helping New York State and NYC businesses and professionals reduce their tax burden, claiming annual savings between $25,000 and $100,000. With over 15 years of experience, the team specializes in tax preparation, bookkeeping, and tax strategy for small businesses and medical professionals.
The firm operates with a team of under 49 employees and does not publish a minimum budget or hourly rate, requiring prospective clients to inquire directly. Spear CPA CFP works exclusively with businesses in New York State and New York City, leveraging deep knowledge of local and federal tax codes to identify loopholes and ensure compliance.
Services offered include small business accounting, business and personal tax preparation, tax reduction strategies, bookkeeping, virtual CFO and controller services, and financial reviews. The firm also lists payroll as an area of expertise. Industries served include corporate services, finance, and HR, with a primary client type of small businesses.
Client reviews sourced from Google give the firm a perfect 5.0 rating from 68 reviews. Reviewers consistently highlight the responsiveness and professionalism of Meir Spear and his team, noting clear and actionable advice, fair pricing, and long-term reliability. Several clients have worked with the firm for over a decade.
The firm's portfolio includes clients in the legal, healthcare, and dental industries. While specific case studies are not provided, the firm emphasizes its ability to save clients significant amounts in taxes and keep businesses compliant. Spear CPA CFP maintains an active presence on Facebook and YouTube.
Services
- Small Business Accounting
- Business and Personal Tax Preparation
- Tax Reduction Strategies
- Bookkeeping
- Virtual CFO & Controller
- Financial Reviews
- Payroll
Industries Served
Team Size
Pros
- Responsive and professional team
- Deep knowledge of tax codes and loopholes
- Long-term client relationships spanning over a decade
Client Review Analysis
Google reviews highlight the firm's responsiveness, professionalism, and tax expertise. Clients appreciate the clear advice and long-term reliability.