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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

    • Consistent High Performance

      Multiple clients report that Spear CPA CFP consistently performs above and beyond expectations, providing reliable and trustworthy service over many years.

    • No Mention of Areas for Improvement

      Across multiple reviews, clients did not identify any significant areas for improvement, indicating a high level of satisfaction with the services provided.

    • Industry Adaptability

      Spear CPA CFP is noted for their ability to quickly adapt and understand various industries, providing tailored solutions that meet specific business needs.

    • Exceptional Customer Service

      The team at Spear CPA CFP is frequently described as responsive, helpful, and professional. They are easy to reach through multiple communication channels like phone, email, and Zoom, ensuring timely responses and support.

    • 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.

    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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