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

CONNECT

Address:

241 Lexington Ave. 2nd Floor
Mt. Kisco, NY 10549

Phone:

914-244-4400

Fax/Other:

914-244-0088

Firm Background

 Firm Background

Prior to Sy Schnur starting full operation in 1980, his work experience included the Big Eight, andtwo 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), and also obtained his Series 7 and Series 66 registrations as a Registered Representative and Investment Adviser Representative followed by his Insurance License and is now the financial adviser for many of his clients and their families.

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;

Financial 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.

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