Our Packages

Pick the Right Accounting & Tax Package for Your Needs

NYC business owners need options. Spear CPA CFP has packages to fit your business needs. Offload your accounting and bookkeeping, financials, and return preparation to an expert who does it all for you.

Premium Package

This is the best option for ambitious business owners who want comprehensive support and advice to help implement tax reduction strategies throughout the year. Premium service offered through our one-stop, comprehensive services that leave you free to focus on your business.

Full Package

This is the optimal choice for business owners who want comprehensive support and advice and help implement tax reduction strategies at yearend.

Basic Package

This is ideal for business owners who want comprehensive accounting and bookkeeping for their business along with support and advice.

What you get...
Premium
Full
Basic

Comprehensive Individualized Tax Reduction & recommendations

Supply accounting software

Post all business bank transactions

Reconcile bank and credit card accounts

Dedicated Client Manager & Support

Complete Payroll Journals

Prepare monthly financial reports

Year End tax planning & recommendations

Comprehensive quarterly tax planning strategy session

Preparation of year-end business tax return

Additional charge

Additional charge

Additional charge

Preparation of year-end personal tax return

Additional charge

Additional charge

Additional charge

Preparation of year-end 1099s

Additional charge

Additional charge

Additional charge