Tax & Accounting Services

  1. Business Entity Selection, Incorporation & Document Preparation
  2. Residential & Non-Resident Tax Registration & Tax ID Numbers
  3. Accounting Software Selection, Implementation, and Support
  4. Accounting Services
  5. Bookkeeping/Write-up
  6. Income Taxes-Individual, Business, Not-for-Profit, Etc
  7. Tax Forms, Organizer & Services
  8. IRS, State or Local Tax Audit or Collection Representation
  9. International Taxation
  10. Estate and Trust Planning and Tax Preparation
  11. Improving Business Performance

 Risk & Financial Management

  1. Employee Benefits, Pension & Profit-Sharing Plans (Planning & Implementation)
  2. Long Term Planning
  3. $ Monetary Services
    A. Securities
    B. Annuities
  4. Insurance
    A. Health Insurance
    B. Disability Insurance
    C. Life Insurance- Whole Life,Term, Universal Etc.
    D. Long-Term Health Care Insurance
    E. Home Owners Insurance
    F. Automobile Insurance
    G. Umbrella Liability Insurance
    H. Evaluating the Strength of Insurance Companies
  5. How to Pay for a College Education
  6. Mortgages and Home Equity Loans
    A. Real Estate & Home Loans
    B. Home Equity Loans
    C. Reverse Mortgages
  7. Credit Card Planning
  8. Getting Out Of Debt
  9. Surviving a Financial Crisis
  10. Business Restructuring
  11. Bankruptcy
  12. Other Borrowing Strategies
  13. Divorce Planning
  14. Succession Planning
  15. Shield Assets From Creditors & Liability Lawsuits

Business Appraisal & Litigation Support

  1. Business Appraisal (Valuation) for Various Purposes
  2. Business Restructuring, Mergers, Acquisitions & Sale
  3. Litigation Support and Forensic Accounting
  4. Succession Planning
  5. Divorce Planning & Business Appraisal (Valuation)
  6. Estate & Trust Appraisal (Valuation)
  7. Insurance Loss Claims Representation
  8. Wrongful Death Claims Representation
  9. Fraud & Misappropriation Investigation

Financial Statements and Business Loans

  1. Business Loans
  2. Debt & Financing Advise
  3. Audits, Reviews & Compilations
  4. Business Plans
  5. Financial Projections & Forecasts
  6. Business Appraisal, Litigation Support & Forensic Accounting
  7. Disability Insurance

Elder Care & Estates

  1. Elder Care Advance Planning
  2. Estate, Gift & Trust Planning & Tax Preparation
  3. Eldercare Planning
  4. Complete Insurance Protection Package
  5. Long-term Care Insurance
  6. Health Care Law
  7. Business Succession Planning
  8. Business Restructuring, Mergers, Acquisitions & Business Sale
  9. Insurance Monetary Services
  10. Social Security, Medicare & Medicaid
  11. Employment Ideas
  12. International Taxation
  13. Shield Assets From Creditors & Liability Lawsuit

Calculator

  1. Financial Calculator
  2. Cost of Living by State

 

 


Mt. Kisco Tax and Monetary Services Group, Inc., and its affiliated firm Sy Schnur, CPA, PFS, and Insurance Agents Associated include a premier accounting, advisory and risk consulting firm that mutually strive to achieve results that exceed expectations through commitment to our clients and their extended families by adding maximum value to their business, individual and family lives.

We handle complex and sophisticated matters locally, nationally and internationally. We pride ourselves at being accessible, efficient, responsive and technologically sophisticated. In addition, our firms are committed to communities by providing extensive and worthy pro bono and public service. The staffs are by desire actively involved in leadership throughout each firm and with each other. We encourage a commitment to ourselves by sustaining an enriching environment through diversity and teamwork. The firms strive to improve while celebrating their accomplishments, and at the same time providing career opportunities by sustaining growth and financial strength.

Firm Background

Prior to Sy Schnur starting full operation in 1980, his work experience included the Big Eight, and two medium sized CPA firms, one of which he was a principal, and the second Sy was Partner.

Finding that he could satisfy his clients and their family needs better by controlling service quality and integrity, he started his own firm. Clients would ask him to provide various other services which he previously farmed out to other professionals.

Knowing that he could do a better job, Sy Schnur obtained a Certification as a Business Appraiser, worked with attorneys, and received his Accreditation in Litigation Support.

Still unsatisfied with his clients outside providers, Sy became a PFS (Personal Financial Specialist) followed by his Insurance License and is now his clients’ and their families Risk Controller.

Sy moved from New York City to Somers, New York and opened Mt. Kisco Tax and Monetary Services Group, Inc. to provide the full range of financial services. Over the years, he hired the full compliment of professionals to complete his desires to guide each individual or business through every imaginable financial dilemma. Clients range from incomes of $50,000 to $25,000,000.

Services include:

  •  Individual, business taxes, estate and trust taxes;

  •  Income tax representation;

  •  Bookkeeping and accounting services;

  •  Financial statements-Compilation, reviews and audits;

  •  Advisory services starting with college planning. pension  planning, and every other service through estate planning;

Community Involvement:

Sy  Schnur is a Board Member of the Somers Chamber of Commerce and a Board Member of the Mt. Kisco Chamber of Commerce. He is also on the Financial Oversight Group of the Boys and Girls Club. In addition, he is an Active Member of the Mahopac/Carmel Chamber of Commerce and the Mt. Kisco Rotary Club.

The firms professional staff are also becoming active with all of the above Community Groups.

Clients are diversified across all types of businesses including, among other, construction, real estate, restaurants, physicians, airline pilots and controllers, alarm services, small tool manufacturers, electrical parts suppliers, car dealers, computer consultants, clothing retailers, garment center, movie producers, website designers and IT administrators, advertising and marketing production, food product creators and suppliers, appliance sales, air conditioner sales and maintenance.

Client locations are across the entire United States, Russia, Italy, Sweden, Belgium, China, Japan, Canada, and Australia.

Main Office: 27 Radio Circle, Suite 104, Mt. Kisco, NY 10549, Tel: 914-244-4400, Fax: 914-244-0088
Branch Office: Somers, NY 10589,  Tel: 914-276-7878
help@cpasy.com
© 2010 Sy Schnur CPA, PFS, . All rights reserved.