Sign In

Meir Spear, CPA CFP

Providing New York-Based Businesses. with Accounting, Tax Reduction and Tax Preparation Services.

Meir Spear is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) who founded Spear CPA CFP in 2004.1 He is the CEO of the firm, which specializes in helping small businesses in New York City and State legally reduce their taxes and manage their finances.13

Professional Background

Meir Spear has over 20 years of experience in accounting and tax services. Before founding his own firm, he worked as:

  • Tax Accountant at Marks Paneth LLP from June 2000 to June 2004
  • Business Accountant at Bernath & Rosenberg PC from February 1998 to May 20001

Services Offered

Spear CPA CFP provides a range of services to small businesses, including:

  • Accounting and bookkeeping
  • Tax reduction strategies
  • Tax preparation
  • Ensuring legal compliance and good standing
  • Financial reporting and analysis2

Reputation and Client Feedback

Clients have praised Spear CPA CFP for their:

  • Proactive tax strategies that have saved businesses significant amounts in taxes
  • Comprehensive bookkeeping and account management
  • Assistance with obtaining grants and tax deductions
  • Secure and user-friendly financial portal
  • Professional and timely handling of critical issues1

Meir Spear is recognized for his expertise in accounting practices and his caring approach to client relationships.2 His firm aims to provide small business owners with the financial insights and support needed to manage their businesses effectively and identify growth opportunities.2

Highlights

Nov 3 · linkedin

Hi

I am looking to fill the position below.

Position: Project Manager for Accounting Firm - 40 hours per week   Job Responsibilities

  • Client support via email, phone and zoom
  • Providing Accounting and Tax information to remote team
  • Responding to tax notices by calling and writing tax agencies to resolve tax notices
  • Tax Research to answer clients personal and business tax questions   Job Skills
  • Accounting and Bookkeeping Knowledge.
  • Proficient in QuickBooks.
  • Great verbal and written communication skills

email: [email protected]

Oct 14 · linkedin

Looking to fill this position - Project Manager for Accounting firm (Working remotely) with the opportunity for growth. Please spread the word.

Project Manager for Accounting Firm (Working Remotely)

JOB REQUIREMENTS 

  • Detailed oriented
  • Grasp Accounting and Financial concepts 
  • Delegate and assign work to other team members
  • Meeting with and explaining financial matters to clients
  • Collaborating & working with team members
  • Organizational skills
  • Proactively and efficiently completing tasks

JOB RESPONSIBILITIES 

  • Client Support via Email and Phone
  • Organizing Client financial information for remote team
  • Addressing Client issues
  • Delegating Projects to team members
  • Contacting tax agencies to resolve Tax Notices 
  • Onboarding New Clients
  • Meeting w/ clients to help w/ QuickBooks and other financial related matters
  • Preparing Letters for clients
  • Handling Business registrations & formations
  • Capturing Client information Base Salary + Benefits  [email protected]

Related Questions

What specific tax reduction strategies does Meir Spear use for small businesses?
How has Meir Spear helped businesses obtain PPP grants and ERC refunds?
What makes Spear CPA CFP's security portal for bookkeeping unique?
Can you share more client testimonials about Meir Spear's services?
What qualifications and experience does Meir Spear have in tax accounting?
Meir Spear, CPA CFP
Meir Spear, CPA CFP, photo 1
Meir Spear, CPA CFP, photo 2
Add to my network

Location

New York, New York, United States