Eric Robert Lear, CPA

Biographical Information:

Eric Robert Lear, Managing Partner, founded the firm in 1984 with a passion for business excellence.  In addition to his commitment towards managing the firm’s strategic, personnel, and financial aspects, Eric brings his expertise in a wide array of accounting and advisory services.  His areas of focus include strategic planning for small family-owned and mid-sized businesses, financial arrangements for businesses and individuals, customized financial planning for individuals, planning and negotiating complex business transactions, matrimonial planning, negotiations with the IRS and other taxing agencies, as well as tax planning and compliance services.  Eric has achieved success with his clients across all industries through the use of goal assessment, strategic planning, and objective realization.

Eric heads the firm’s employee benefit plan audits and has successfully led the firm in receiving 30+ years of “pass” ratings with the AICPA Peer Review Program.  The firm has also recently passed a quality control audit by the Department of Labor for one of its clients.

Eric volunteers his time with numerous professional, civic, and not-for-profit organizations. He has won numerous awards for his commitment to the community.

Eric is also the computer systems and security partner, client and public relationships partner, and the CPE coordinator at the firm.

Licenses and Certifications

  • CPA License: New Jersey
  • CPA License: New York
  • CPA License: Pennsylvania

Professional Affiliations and Civic Achievements

  • Awarded Certificate of Educational Achievements – American Institute of Certified Public Accountants in Personal Financial Planning
  • Awarded Certificate of Educational Achievement – National Institute for Excellence and Professional Education as a Certified Specialist in Management Consulting
  • Awarded “Spirit of Edison Award, 2008”- Thomas Edison State College
  • Awarded “Good Guy Award – Accountant, 2002” – Boys Scouts of America-Central Jersey
  • Awarded “Small Business Person of the Year, 1994” – Chamber of Commerce of the Princeton Area
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the New Jersey Society of Certified Public Accountants (NJCPA)
  • Member of the Pennsylvania Institute of CPAs (PICPA)
  • Thomas Edison State University Board of Trustees – Member (current), Chairman (2011-2012), Vice Chairman (2009-2011)
  • Thomas Edison State University Foundation Board – Member (1994 - current), Investment and Finance Committee (current)
  • Investor’s Bank Advisory Board Member (current)
  • RomAsia Bank – Founding Member, Member of Board of Directors, Member Executive Committee (2009-2014)
  • Nassau Club of Princeton – President (current), Board of Trustees (current), Vice President (2016-2018), Finance Committee
  • Rotary International – Member (1993 – current), Board of Directors, Treasurer (Rotary Club of Princeton, NJ)
  • Jacobs Creek Homeowners Association – Board member and Treasurer (1994-2018)
  • Member of Princeton Area Chamber of Commerce
  • Roma Bank Community Foundation Inc. – Board Member (2013 - current)

Education

  • Bachelor of Science in Commerce – Major in Accounting – Rider - 1979

Practice Areas