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

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. Financial and Retirement Planning
  3. Investment Advisory Representative Services
    (Thru Genworth Financial Securities)

    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

Elder Care & Estates

  1. Preparation of a Financial Plan
  2. Estate, Gift & Trust Planning & Tax Preparation
  3. Eldercare Planning
  4. Complete Insurance Protection Package
  5. Long-term Care Insurance
  6. Investment Advisory Representative Services
    (Thru Genworth Financial Securities)
  7. Business Succession Planning
  8. Business Restructuring, Mergers, Acquisitions & Business Sale
  9. Annuities
  10. Social Security, Medicare & Medicaid
  11. Employment Ideas
  12. International Taxation
  13. Shield Assets From Creditors & Liability Lawsuits

 

Audits, Reviews and Compilations

Our financial statement services comprise all three levels of assurance depending on your company’s needs.

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventory observation and testing, and selected transaction review.

Reviews provide limited assurance to outside party of interest and involve inquiries and analytical procedures wherein we review the proper handling of material financial statement matters and identify items that may require further investigation.

Compilation are usually requested for internal purposes, or some light confidence and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Request information about Audits, Reviews, and Compilation

Main Office: 50 E Main Street, 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, IAR. All rights reserved.