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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

    • 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.

    • 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.

    • Personalized Attention

      Clients appreciate the personalized attention and detailed understanding of their businesses. Spear CPA CFP provides individualized advice and support, making clients feel valued and understood.

    • 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.

    • 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.

    Spear CPA CFP Reviews

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    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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