Insights

Tax savings focus Target mid-size business owners in New York seeking significant annual tax reductions, highlighting the firm’s all-in-one solution designed to save $10K+ to $50K+ in taxes.

Small firm agility Leverage the small team profile (2-10 employees) to position cost-effective, personalized tax planning and accounting services for fast-moving startups and owner-operators in NYC and New York State.

Tech-enabled services Promote the use of a modern tech stack and online capabilities (AdRoll, iCIMS, OpenResty, Nginx, WP Rocket) to deliver scalable, efficient tax and accounting solutions with strong data handling and online marketing support.

Revenue signals With reported revenue between $1M-$10M, pursue growth-stage businesses that can benefit from tax optimization, positioning Spear CPA CFP as a specialized partner for owner-led financial efficiency.

New York market focus Emphasize local expertise in NYC and New York State to win prospects seeking state-specific tax savings, compliance, and advisory services tailored to regional regulations and incentives.

Spear CPA CFP Tech Stack

Spear CPA CFP uses 8 technology products and services including AdRoll, iCIMS, WP Rocket, and more. Explore Spear CPA CFP's tech stack below.

  • AdRoll
    Advertising
  • iCIMS
    Applicant Tracking Systems
  • WP Rocket
    Caching
  • Lua
    Programming Languages
  • USPS
    Transportation And Fleet Management
  • OpenResty
    Web Servers
  • Nginx
    Web Servers
  • Facebook
    Widgets

Spear CPA CFP's Email Address Formats

Spear CPA CFP uses at least 1 format(s):
Spear CPA CFP Email FormatsExamplePercentage
FLast@spearcpa.comJDoe@spearcpa.com
100%

Frequently Asked Questions

What is Spear CPA CFP's phone number?

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You can contact Spear CPA CFP's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Spear CPA CFP's official website and social media links?

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Spear CPA CFP's official website is spearcpa.com and has social profiles on LinkedIn.

How much revenue does Spear CPA CFP generate?

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As of July 2026, Spear CPA CFP's annual revenue is estimated to be $1M - $10M.

What is Spear CPA CFP's NAICS code?

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Spear CPA CFP's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Spear CPA CFP have currently?

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As of July 2026, Spear CPA CFP has approximately 3 employees across 1 continents, including North America. Key team members include Ceo & Founder | Helping Small Businesses In Nyc Legally Reduce Taxes: M. S.Owner: K. S.: S. N.. Explore Spear CPA CFP's employee directory with LeadIQ.

What industry does Spear CPA CFP belong to?

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Spear CPA CFP operates in the Accounting industry.

What technology does Spear CPA CFP use?

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Spear CPA CFP's tech stack includes AdRolliCIMSWP RocketLuaUSPSOpenRestyNginxFacebook.

What is Spear CPA CFP's email format?

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Spear CPA CFP's email format typically follows the pattern of FLast@spearcpa.com. Find more Spear CPA CFP email formats with LeadIQ.

When was Spear CPA CFP founded?

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Spear CPA CFP was founded in 2004.
Spear CPA CFP logo

Spear CPA CFP

AccountingNew York, United States2-10 Employees

Spear CPA CFP is a small accounting practice based in New York City that serves business owners across New York State. The firm concentrates on tax planning and optimization, with the aim of reducing clients' annual tax obligations. It presents its offering as a single, integrated package designed to address a range of business-finance needs.

It operates with a small team, enabling a focused client relationship. Its geographic focus is business owners in New York City and the state. More information is available on its website at spearcpa.com.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Spear CPA CFP's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Spear CPA CFP's revenue is estimated to be in the range of $1M - $10M

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