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

PROFESSIONAL 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. Why You Should Use Our Services
    a) Negotiable Instruments
    b) Mortgages
  4. Insurance
  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
  16. Life Stages - Financial Guide

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

Coordination of your entire Families Financial Future

Retirement Considerations

  1. Cost of Living by State
  2. Best Weather by State
  3. Medical Rating by State
  4. Home & Long-Term Care
  5. Long-Term Care by State
  6. LT Care Refund if Not Used
  7. Medicaid Eligible & Penalties
  8. Medicaid Defective Ins. Trust

Calculators

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