Sy Schnur, CPA/PFS & Financial Consultants Associated offers premium investment, Risk Management Consulting, accounting, and tax advisory services in NY, NJ, CT; Westchester and Putnam Counties. We strive to give our clients the best results that exceed their expectations. Our CPA firm shows a commitment to clients and their families by adding value to their lives, both personally and professionally. As certified public accountant, our team has the training and expertise required to help with financial planning, tax preparation, and accounting services.
We're proud to offer all the accounting services you need, whether for personal, business purposes or life planning. You'll work directly with a top accountant in Westchester, NY who understands the financial regulations and can help you keep your finances in order and protect you from tax audits. Whether you need help with Tax Preparation or other services, you can count on our certified public accountants to provide the assistance you require.
In addition to tax services, our accounting firm also employs financial advisors, who can help you get your finances in order whether you're preparing for retirement or need help managing your business finances into the future. You'll work with an experienced financial planner, who is a Fiduciary and who will ask questions to understand your goals and help you create a solid financial plan to achieve those objectives.
Contact our CPA firm in Westchester County to learn more about our services and how we can help.
Mt. Kisco Tax and Monetary Services Group, Inc., Sy Schnur, CPA/PFS, and Sy Schnur Registered Representative, work in unison to provide a premier accounting, investment, tax 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.
Learn More...From your company's inception through its growth and development, we can advise you on choosing an entity type and later, make changes to another entity time when it is most advantageous.
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Our Risk & Financial Advisory services professionals help organizations effectively navigate business risks and opportunities—from strategic and financial risks to operational and cyber. We apply our experience in ongoing business operations and corporate lifecycle events to help clients become stronger and more resilient.
Learn more...Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications and minimized financing costs.
Learn more...Learn more about our wide range of services for individuals including Monitary Servics, Estate, Gift & Trust Planning & Tax Preparation, Long Term Care Planning, Insurance Monetary Services, Social Security, Medicare and Medicaid and more.
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| INVESTMENT PLANNING | ESTATE PLANNING & CHARITABLE GIVING | RETIREMENT PLANNING | RISK MANAGEMENT & INSURANCE | CASH FLOW & BUDGETS | ASSISTANCE TO LOVED ONES | INCOME TAX PLANNING |
|---|---|---|---|---|---|---|
| REVIEW OF PORTFOLIO | WILLS | RETIREMENT GOAL SETTING | REVIEW OF EXISTING POLICIES | INCOME SOURCES | GIFTING UGMA AND UTMA | REVIEW OF COST OR BASIS OF ASSET AND FAIR MKT. VALUE |
| ASSET ALLOCATION | HEALTH & ECONOMIC POWERS OF ATTORNEY | SOCIAL SECURITY AND MEDICARE | LIFE INSURANCE NEEDS | EXPENSES AND BUDGETING | EMPLOYMENT OF MINORS AND SPOUSE | TIMING OF SALE FOR REALIZED GAINS |
| TIME HORIZON | LIVING WILL | BUSINESS PLANNING | LONG-TERM CARE INSURANCE | DEBT MANAGEMENT | EDUCATION PLANNING | CARRY FORWARD LOSSES |
| WITHDRAWL STRATEGIES | REAL ESTATE INVESTMENT TRUSTS | IRA CONTRIBUTIONS AND CONVERSIONS | DISABILITY INSURANCE | ONE-TIME EXPENSES | 529 COLLEGE SAVINGS PLANS | TAX LOSS HARVESTING |
| INVESTMENT POLICY STATEMENT | FAMILY LIMITED PARTNERSHIPS | EMPLOYEE SPONSORED PLANS AND 401 K'S | HEALTH INSURANCE | PLANNED LARGER EXPENSES | ROTH OR IRA FOR CHILDREN | DEDUCTIONS AND CREDITS |
| REVIEW OF ANY STOCK CONCENTRATIONS | IRREVOCABLE LIFE INSURANCE TRUSTS | ANNUITIES AND PENSIONS | HOMEOWNER'S OR RENTERS INSURANCE | EMERGENCY FUNDING | CARING FOR ELDERLY | POTENTIAL ROTH CONVERSIONS |
| REVIEW INVESTMENTS HELD OUTSIDE OF THE FIRM PROPER DIVERSIFICATION | GUARDIANS FOR MINOR CHILDREN | RMD'S AND WITHDRAWL STRATEGIES | LIABILITY AND UNBRELLA COVERAGE | DOLLAR COST AVERAGING | NON-RECOURSE LOANS TO TRUSTS | HEALTH SAVING AND FLEXIBLE SPENDING ACCOUNTS |
| SELL SPECIFIC SECURITIES TO MAINTAIN YOUR ASSET RISK TOLERANCE | ESTATE PLANNING CHARITABLE GIVING | SELF-EMPLOYED RETIREMENT PLANS | CREDITOR PROTECTION TRUSTS | MORTGAGE REVIEW | GENERATION SKIPPING TRUSTS | IRS AND STATE OFFER IN COMPROMISE PAST DUE TAXES |
| DYNASTY TRUSTS IRREVOCABLE DEFECTIVE MEDICADE TRUST | SPLIT DOLLAR LIFE INSURANCE TRUSTS | APPRECIATED ASSET TRANFER TO FOREIGN ANNUITY CREDITOR PROOF | LINES OF CREDIT | ARBRITAGE INCOME AND APPRECIATION TRUSTS | BANKRUPTCY PLANNING TO ELIMINATE PAST DUE TAXES |
SECURITIES OFFERED ONLY THROUGH CETERA FINANCIAL SPECIALISTS LLC. MEMBER FINRA & SIPC. ADVISORY SERVICES OFFERED ONLY THRU CETERA INVESTMENT ADVISERS LLC. CETERA ENTITIES ARE UNDER SEPARATE OWNERSHIP FROM EVERY OTHER ENTITY.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an Email or give us a call at 914-244-4400
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