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 Advisory 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

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. 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

 

Accounting Services

From start-ups to established enterprises, each entity relies on accurate and well setup financial information. This is mandatory in order to see weakness very quickly, maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues including initial accounting system setup, cost-containment, tax planning, investments, employee benefit and pension planning.

These services include but are not limited to:

  • Bookkeeping (Monthly, quarterly, or annual)
  • General ledger and financial statement preparation
  • Accounting system setup and support
  • Payroll and sales tax processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and pension plans

Investment planning

  • Insurance planning
  • Corporate tax planning and return preparation
  • Litigation support

Request information about Accounting Services

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.