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) *SEE NOTES 1 & 2
  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

NOTE 1 - ALL TRANSACTION MATTERS THAT PERTAIN TO SECURITIES (INCLUDING BONDS); INSURANCE OF ANY KIND; ANNUITIES ETC. WILL BE HANDLED THRU CETERA FINANCIAL ADVISORS AND WILL NOT IN ANY WAY BE HANDLED THRU SY SCHNUR, CPA & ASSOCIATES WHICH IS AN ACCOUNTING FIRM ONLY. ANY INFORMATION SUBMITTED THRU OUR ACCOUNTING WEBSITES WILL BE FORWARDED TO OUR SISTER SITE SYFINANCE.COM.

NOTE 2 -   SECURITIES AND INSURANCE SERVICES ARE OFFERED ONLY THROUGH CETERA FINANCIAL SPECIALISTS LLC. MEMBER FINRA & SIPC. ADVISORY SERVICES IS OFFERED ONLY THRU CETERA INVESTMENT ADVISERS LLC. CETERA ENTITIES ARE UNDER SEPARATE OWNERSHIP FROM EVERY OTHER ENTITY.

CONTACT US FOR MORE HELP

 

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 - *SEE NOTES 1 & 2 BELOW

Elder Care & Estates

  1. Elder Care Advance Planning
  2. Estate, Gift & Trust Planning & Tax Preparation
  3. Eldercare Planning *SEE NOTES 1 & 2 BELOW
  4. Complete Insurance Protection Package
  5. Long-term Care Insurance 
  6. $ Monetary Services *SEE NOTES 1 & 2 BELOW
  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

NOTE 1 - ALL TRANSACTION MATTERS THAT PERTAIN TO SECURITIES (INCLUDING BONDS); INSURANCE OF ANY KIND; ANNUITIES ETC. WILL BE HANDLED THRU CETERA FINANCIAL ADVISORS AND WILL NOT IN ANY WAY BE HANDLED THRU SY SCHNUR, CPA & ASSOCIATES WHICH IS AN ACCOUNTING FIRM ONLY. ANY INFORMATION SUBMITTED THRU OUR ACCOUNTING WEBSITES WILL BE FORWARDED TO OUR SISTER SITE SYFINANCE.COM.

NOTE 2 -   SECURITIES AND INSURANCE SERVICES ARE OFFERED ONLY THROUGH CETERA FINANCIAL SPECIALISTS LLC. MEMBER FINRA & SIPC. ADVISORY SERVICES IS OFFERED ONLY THRU CETERA INVESTMENT ADVISERS LLC. CETERA ENTITIES ARE UNDER SEPARATE OWNERSHIP FROM EVERY OTHER ENTITY.

CONTACT US FOR MORE HELP

 

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