Business Details
22 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Spear CPA CFP CPA CFP has served New York area businesses since 2004, specializing in tax and bookkeeping services that maximize financial efficiency while ensuring compliance with evolving regulations. Founded by Meir Spear CPA CFP CPA CFP, a Certified Public Accountant and Certified Financial Planner, our firm combines cutting-edge techniques with decades of experience to help business owners optimize tax benefits and maintain accurate financial records. We prioritize personalized service, offering tailored strategies for tax reduction, cash flow management, and compliance with federal, state, and city tax requirements.Our team provides precise monthly financial reports, identifies tax-saving opportunities, and prepares all necessary filings to keep businesses penalty-free. With a proven track record of client satisfaction, including successful PPP funding and forgiveness assistance during the pandemic, we focus on building long-term partnerships that empower businesses to grow confidently. Our commitment to transparency, responsiveness, and ethical standards ensures clients receive reliable guidance for both immediate needs and strategic financial planning.
Services
Tax Preparation
Bookkeeping
Tax Planning
Compliance Management
Financial Reporting
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in New York business tax compliance.
- Our team provides personalized tax reduction strategies tailored to your industry.
- We ensure 100% compliance with federal, state, and local tax regulations.
- 50+ 5-star reviews highlighting exceptional client support and results.
- We specialize in PPP funding and loan forgiveness assistance for small businesses.
Associations and certifications
- Certified Public Accountants (CPA)
- Certified Financial Planners (CFP)
What people say
Best Accounting firm
Responsive team
Trustworthy advisors
No penalties
PPP assistance
Services
Tax Preparation
Comprehensive year-end business and personal tax return preparation. Our experts ensure accurate filings that minimize tax liability while maintaining compliance with federal, state, and local regulations. We handle all aspects of tax documentation, from income statements to deductions, and guarantee timely submissions to avoid penalties. Clients benefit from our proactive approach to identifying eligible credits and deductions.
Bookkeeping
Monthly and quarterly accounting services that provide precise financial reporting. We manage bank reconciliations, general ledger updates, and income statement preparation to track business performance. Our system identifies discrepancies, prevents fraud, and offers actionable insights for cash flow management. Clients receive organized records that simplify decision-making and support long-term growth strategies.
Tax Planning
Proactive tax reduction strategies designed to optimize financial outcomes. We analyze income distribution, investment options, and expense timing to legally minimize tax burdens. Services include retirement planning, estate tax guidance, and entity structure optimization. Our approach ensures clients retain more earnings while preparing for future tax obligations through customized, year-round planning.
Compliance Management
Full-spectrum compliance solutions covering federal, state, and city tax requirements. We prepare payroll tax filings, 1099 forms, and business license renewals to maintain legal standing. Our team monitors regulatory changes to ensure adherence to evolving laws, reducing audit risks. Clients receive timely alerts for deadlines and documentation requirements to avoid costly penalties.
Financial Reporting
Detailed financial statements and performance analysis for informed decision-making. We produce balance sheets, profit/loss statements, and cash flow projections that highlight growth opportunities and budget variances. Our reporting tools track key metrics like receivables trends and sales performance, enabling data-driven strategies. Clients gain clarity on financial health and actionable steps for improvement.
People
Meir Spear
Founder, CPA CFP
Meir Spear CPA CFP CPA CFP is a Certified Public Accountant and Certified Financial Planner with over 20 years of experience serving New York businesses. He specializes in tax strategy, compliance, and financial planning for small to mid-sized enterprises. Known for his meticulous approach and client-focused philosophy, Meir has helped businesses secure millions in tax savings and navigate complex financial challenges, including pandemic relief programs.
Questions
What tax strategies do you offer for small businesses?
We provide customized tax reduction strategies including income distribution planning, expense timing, and investment optimization to legally minimize your tax liability.
How does your bookkeeping service benefit my business?
Our bookkeeping ensures accurate financial records, fraud prevention, and actionable cash flow insights to support informed business decisions.
Can you help with tax compliance for New York businesses?
Yes, we handle all federal, state, and local tax filings, including payroll taxes and 1099 forms, to keep your business fully compliant.
Do you assist with pandemic-related financial programs?
We specialize in PPP loan applications and forgiveness, helping businesses secure and resolve pandemic relief funding.
What sets your firm apart from other accountants?
Our combination of CPA/CFP expertise, 20+ years of experience, and personalized service ensures tailored solutions for long-term success.
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Reviews (5)
Zeng Jenny
Oct 20, 2021
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Mr. Meir and his team work hard and work very close with us. They have created the tax plan which is specific for our company and also pushed us to through the process. Over the years, we have saved money and also been compliance with all the rules and regulations. Mr. Meir has won our trust and we feel confident to refer him to our colleagues and friends.
Haim H.
Sep 01, 2021
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The most Professional Cpa in NYC, I have been known Meir for over 15 years, he is the most professional Cpa I ever met I have to be honest ,after a few years I left him went to other CPA and came back ,he has a very good heart He help me during the most difficult time I ever been in my life ,during Covid ,and did not charge me for three months ,and Ill be thankful forever for that .Im a small business owner ,highly recommend Meir.
Bharat Nain
May 28, 2021
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I have worked with Spear CPA for the last few years on several projects from business taxes to PPP Loans. Meir and his team have been proactive, professional and work tirelessly to ensure that the projects are done right and on-time. I have also been impressed the breath of knowledge that Meir and his team have demonstrated and their ability explain it in clear, concise terms. Recommending anyone to handle finances is a big deal and I have no hesitation recommending Spear CPA.
Jess Arch
Feb 01, 2021
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Meir & his team have been a complete blessing to me and my business. As a first generation independent business owner I would admit I knew only two things, how to make money and how to spend it. Thanks to Meir he helped me get my business on track by filing the necessary paperwork and state regulations I needed in order to create a strong foundation. Light speed, insanely organized, and services unmatched! With his extensive knowledge, and experience he made small decisions early in the game that ended up making a huge impact on my business when COVID Hit. Setting me up with ADP payroll was the
Stephanie Izzo
Jan 07, 2021
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Meir Spear (owner of Spear CPA) is more than a CPA, he's an amazing human being who truly has the interests of his customers at heart. Meir has been my accountant since 2012, when he first helped me and my partner to incorporate, set up payroll, and become completely financially organized. When it comes to my financial records (business and personal), Meir's team does 99.9% of the work, so while some of my self-employed friends are complaining about the headaches involved with accounting (especially during tax-season), I have had the luxury of having complete peace of mind. Meir's team is professional
