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Sy Schnur, CPA/PFS and Associates, Financial Advisors and Insurance Agents

241 Lexington Ave. 2nd Floor
Mt. Kisco, NY 10589
Phone:
  • 914-244-4400
Fax:
  • 914-244-0088

Flipbooks

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Our Vision

ACCOUNTING, TAX & ALL MONETARY SERVICES UNDER ONE ROOF

 

Passion


Passion is the driving force behind all we do. By channeling it into action, we do incredible things. Born of passion that arose from founder Sy Schnur own experience as a CPA, Personal Financial Specialist, Investment Advisor Rep. Insurance Agent and Business Appraiser Mt. Kisco Tax and Monetary Services Group, Inc. has earned a reputation for unequalled expertise in varied  complex areas. Our passion for knowledge and serving our customers has made MKM one of the experts for the various products and services we provide. Our passion for expertise and service continues to win clients ranging from world wide.


Purpose


We are wholly focused on delivering full-spectrum solutions to our customers. This often means something different for each situation. Whether we're working with an individual client, a family, multi generations, small business or conglomerate, all of our clients benefit from our many years of proven experience and success in these ever-changing field. From the latest technology to progressive sales concepts, we offer unbiased, cost-effective solutions to help clients obtain the most suitable product or service that best meets their objectives.


Protection


We take pride in protecting an individual's greatest asset - the ability to earn a living. Whether we are working with an person(s), corporation or any other entity type, we offers one of the industry's largest and most comprehensive product portfolio. Our proactive consultative approach to customer service includes working closely with our multitude of product provider's  to ensure that we provide the best products and services for the benefit of the clients.  In this way, we protect both the assets,  and the financial futures of the clients and their families to the  best of our professional abilities 

 

LEARNING TREE AIDS FOR THE INTELLIGENT  BUYERS

PRODUCTS AND SERVICES

 

Tax Preparation and Consulting Services

  1. Business Entity Selection, Incorporation & Document Preparation
  2. Residential & Non-Resident Tax Registration & Tax ID Numbers
  3. Accounting, Bookkeeping and Write-Up Services
  4. Tax Forms, Organizers & Publications
  5. Tax Deduction
  6. Income Taxes and Preparation
  7. IRS, State or Local Tax Audit or Collection Representation
  8. Not-for-Profit Formation, Accounting and Income Taxes
  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. Negotiable Instruments b. Mortgages
  4. Insurance
  5. How to Pay for a College Education
  6. Mortgages and Home Equity Loans
  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. $ Monetary Services
  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 Lawsuits

Calculators

 

  1. Financial Calculator
  2. Cost of Living By State Calculator
  3. Reverse Mortgage Calculator

 

**ALL FINANCIAL CALCULATORS ON THIS SITE ARE GENERALIZED AND NOT SPECIFIC TO ANY PERSONS ACTUAL CIRCUMSTANCES. YOU SHOULD USE A CERTIFIED FINANCIAL PROFESSIONAL, A CPA OR A PFS ( PERSONAL FINANCIAL SPECIALIST) TO REVIEW. YOUR PERSONAL SITUATION WITH YOU FOR PROPER PLANNING OF YOUR FUTURE AND PERIODICALLY UPDATE RESULTS AS YOUR SITUATION CHANGES.

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