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
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 |