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About Us

About Our Firm

For twenty years, Weinstein and Spellman LLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax planning and accounting services to more in-depth services such as compilation, review, and consulting service. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our client base returns year after year.

We specialize in helping business, individuals, estates and trusts with their automated and manual accounting and tax requirements. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

 

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. At Weinstein and Spellman LLC, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

Weinstein and Spellman LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Weinstein and Spellman LLC receive competent and timely advice.

 

Philip Spellman, CPA

 

Philip Spellman, CPA has an undergraduate degree from Villanova University and an MBA in accounting from Seton Hall University. He has over 25 years experience in a wide range of business, tax and accounting issues. Philip is a member of the New Jersey Society of CPAs and the AICPA and is licensed in the states of New Jersey and New York.


Mindy Luo, CPA
 

Mindy Luo, CPA has graduate degree in Accounting from Fairleigh Dickinson University. She has more than ten years of extensive experience in providing professional domestic and international tax planning and accounting services to hundreds of individuals and Businesses investing in the US and doing business overseas. Mindy is a member of the New Jersey Society of CPAs, the New York state society of CPAs, and the American Institute of Citified Public Accountants.