Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Spear CPA CFP Wants to Know: Got a Business Exit Strategy?

The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should…The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the...

Remote Work & Your NYC Business Insurance Policy

It’s the start of February. Congratulations on making it through the first month of the year with all the pressures weighing on you. As you process your month-end close reports and start looking to February, remember that this is your opportunity to get a better...

Spear CPA CFP’s 7 Keys to Lowering Shipping Costs

Saw this on Twitter recently:See, solid bookkeeping is the most functional and crucial element of your business (besides making sales). If you don’t know what’s happening with money coming in and going out, you’re not funneling and arranging things in an organized...

Hiring a Consultant for Your NYC Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

1099 Rules & Compliance: When Do Businesses Issue A 1099?

HOW CAN YOU MAKE SURE YOUR BUSINESS IS FULLY COMPLIANT WITH ALL THE 1099 RULES? In this article, I’ll go through: Who is required to receive a 1099? Who is exempt from a 1099? What is the 1099 used for? Why do businesses need to file a 1099? What are the penalties for...

PPP Loan Forgiveness & Employee Retention Credit Rules For Business Owners In New York

The PPP loan is one of the most common sources of funding for business owners in New York who have been affected by the COVID-19 pandemic. Many business owners who applied for the PPP loan are now asking: How can I make sure that my PPP loan is forgiven? How can I...

What Are The Payroll Costs When Hiring Employees In New York?

PAYROLL COSTS WHEN HIRING EMPLOYEES After a business starts succeeding, it’s time for the business to grow and hire more employees. At that point, there’s something every New York City or State business owner gets concerned about: What are the Typical Payroll Costs...

How New York Business Owners Can Best Get Covid-19 Financial Help In 2021

BEST COVID-19 FINANCIAL HELP AND RESOURCES FOR NEW YORK BUSINESS OWNERS Many businesses in New York City & State have been very negatively affected by the pandemic. Here are the top resources available to help your business sustain itself in this very difficult...

Tax, Accounting And Bookkeeping Services: Which Option Is Best For Business Owners In New York?

WHICH TAX ACCOUNTING SERVICE IS BEST FOR YOUR SMALL BUSINESS IN NEW YORK? The purpose of hiring an accountant, bookkeeper or a tax planning professional is to: Help you minimize taxes Stay legal and compliant Take care of books and records in a way that helps you...

What’s The Best Business Entity In Ny: Llc, S-corp Or C-corp?

WHICH BUSINESS ENTITY IS BEST FOR TAX PURPOSES IN NEW YORK? When forming a company it’s important to choose the right entity for you so that you can pay the least amount of money in taxes each year. In this article, I’ll help you answer: How can I choose the right...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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