Business Details
Your Trusted Partner for Tax & Bookkeeping Solutions
At Spear CPA CFP CPA CFP, we specialize in delivering comprehensive tax and bookkeeping solutions tailored to small businesses. With decades of combined experience, our team prioritizes precision in monthly financial reporting, tax compliance, and strategic planning to maximize savings. We emphasize proactive communication, ensuring clients remain informed about evolving tax laws and eligible deductions. Our commitment to personalized service has earned us a reputation for reliability, with clients praising our responsiveness and expertise in navigating complex financial challenges.We pride ourselves on fostering long-term relationships, offering accessible support through timely email responses and dedicated consultations. From PPP funding assistance to year-round tax strategy implementation, our goal is to empower businesses with the clarity and confidence needed to thrive.
Services
Accounting
Tax Preparation
Tax Planning
Bookkeeping
Starting a Business
Highlights and features
- We offer decades of experience in small business tax strategy and compliance.
- Our team provides personalized, responsive support for tailored financial solutions.
- We implement proactive tax-saving strategies aligned with evolving regulations.
- Clients benefit from timely filings and penalty-free compliance assurance.
- Our expertise includes PPP funding assistance and loan forgiveness applications.
What people say
Best Accounting firm
Professionals and respectful
Helped secure PPP funds
Patient and knowledgeable
Highly recommend
Services
Tax Preparation
We prepare accurate year-end business and personal tax returns, ensuring compliance with federal, state, and local regulations. Our process identifies deductions to minimize liabilities while avoiding penalties. Clients receive timely submissions and strategic guidance for future tax planning.
Bookkeeping
Our bookkeeping services deliver precise monthly financial reports, tracking cash flow and tax-saving opportunities. We organize records to provide actionable insights, helping businesses monitor performance and maintain compliance with reporting standards.
Tax Planning
We develop customized tax reduction strategies to optimize cash flow and savings. By analyzing business structures and expenses, we identify eligible credits and deductions, ensuring year-round compliance and financial efficiency.
Starting a Business
We guide entrepreneurs through business formation, including entity selection and tax registration. Our support ensures new ventures establish compliant financial systems and understand ongoing reporting obligations.
Compliance
We ensure businesses remain legally compliant with federal, state, and city tax filings. Our proactive approach prevents penalties through timely submissions and updates on regulatory changes affecting operations.
People
Meir Spear
CPA, CFP
Meir Spear CPA CFP CPA CFP is a Certified Public Accountant and Certified Financial Planner with over 15 years of experience. He specializes in small business tax strategy, PPP funding assistance, and financial compliance. Clients praise his meticulous attention to detail and compassionate approach to client service.
Questions
What services does Spear CPA CFP CPA CFP CPA CFP offer?
We provide tax preparation, bookkeeping, tax planning, compliance support, and business setup assistance for small businesses.
How do you ensure tax compliance?
We prepare all federal, state, and local tax filings on time, while monitoring regulatory changes to maintain compliance.
Can you help with PPP loan forgiveness?
Yes, we assist with PPP loan applications and forgiveness processes, ensuring accurate documentation and compliance.
What areas do you serve?
We primarily serve small businesses in New York, with remote support available for clients nationwide.
How do I schedule a consultation?
Contact us via phone or our website to book a free consultation during our business hours, Monday through Friday.
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