Tax & Accounting Services

  1. Business Entity Selection, Incorporation & Document Preparation
  2. Residential & Non-Resident Tax Registration & Tax ID Numbers
  3. Calculators
  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. Long Term Planning
  3. Monetary Services
    A. Negotiable Instruments
    B. Mortgages
  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. 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

 

 
Tax Advisory Services

We guide you through full range of tax planning and preparation decisions using planning and strategies that minimize your tax cost. Our expertise, experience, analysis and thorough research allow us to optimize your financial opportunities utilizing existing as well as recently modified and sometimes proposed tax laws.

Tax Organizer & Checklist (Word file) [click to open]

Tax Relief / Job Creation Act of 2010 (PDF file) [click to open]

IRS Information Returns, Forms and Instructions- Link

International Tax Rates Around the World - Link

State Tax Forms

Arizona Indiana Montana South Carolina
Arkansas Iowa New Hampshire South Dakota
California Kansas New Jersey Tennessee
Colorado Kentucky New Mexico Texas
Connecticut Maryland New York Utah
Delaware Massachusetts North Carolina Washington
District of Columbia Michigan North Dakota West Virginia
Hawaii Minnesota Ohio Wisconsin
Idaho Mississippi Pennsylvania Wyoming
Illinois Missouri Rhode Island  

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, . All rights reserved.