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Spear CPA CFP

We make your business life easier.

We help New York City and State business owners save thousands of dollars in taxes, grow their business & stay legal and compliant.

  • Min project size
    $1,000+
  • Hourly rate
    $100 - $149 / hr
  • Employees
    2 - 9
  • Locations
    New York, NY
  • Year founded
    Founded 2004

1 Locations

  • New York , NY

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    Pricing Snapshot

    Min. project size $1,000+
    Avg. hourly rate $100 - $149 /hr
    Rating for cost 4.9 /5

    What Clients Have Said

    Spear CPA CFP offers competitive pricing, with clients reporting investments ranging from $6,500 to nearly $1 million over time. Clients express high satisfaction, emphasizing value for cost through effective tax planning and personalized service, making them a trusted partner for various business needs.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    $50,000 - $199,999 based on 9 reviews
    < $49,999 $50,000 - $199,999 $200,000 - $999,999 > $1,000,000
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    Spear CPA CFP Review Insights

    Overall Review Rating

    5.0
    • Quality 5.0
    • Schedule 5.0
    • Cost 4.9
    • Willing to Refer 5.0

    Top Mentions

    Review Highlights

    • Long-term Client Relationships

      Many clients have maintained long-term relationships with Spear CPA CFP, some spanning over a decade. This demonstrates a high level of trust and satisfaction with their services.

    • Proficiency in Accounting and Tax Services

      Clients consistently praise Spear CPA CFP for their extensive knowledge and proficiency in bookkeeping, tax preparation, tax planning, and financial advice. They use QuickBooks to manage records and provide valuable tax-saving strategies.

    • Highly Recommended by Clients

      Many clients have recommended Spear CPA CFP to other businesses and individuals, reflecting their high level of satisfaction and trust in the services provided.

    • Strong Project Management

      Spear CPA CFP excels in project management by providing timely updates, realistic timelines, and constant follow-ups. Clients appreciate their punctuality and the seamless integration with in-house teams.

    • Expertise in Navigating Audits

      Clients have successfully navigated IRS audits with the help of Spear CPA CFP, who ensure compliance with all relevant tax codes and provide valuable insights on business expenses.

    Spear CPA CFP Reviews

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    Project cost

    Business Accounting for Hospitality Branding Consultant

    • Accounting
    • $50,000 to $199,999
    • June 2008 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "He has performed above and beyond, I’ve been with him for a long time. I trust him. He’s very consistent."

    Dec 8, 2020
    Founder, Hospitality Branding Consultancy
    Anonymous
    Verified
    • Advertising & marketing
    • New York City, New York
    • 1-10 Employees
    • Phone Interview
    • Verified

    A hospitality branding company hired Spear CPA CFP to be their accountant. They conduct analysis, keep the books, try to lower taxes, and keeps the business in compliance with tax laws. 

    Showing 11-11 of 11 Reviews

    Locations (1)

    315 Madison Avenue, 3rd Floor New York, NY, United States 10017

    6 - 9

    Contact Spear CPA CFP

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