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Sy Schnur, CPA/PFS,
Financial Advisors and
Insurance Agents

241 Lexington Avenue2nd Floor
Mt Kisco, NY 10549
Tax-Related E-mail Address:

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An abundance of global products.

Mt. Kisco Tax and Monetary Services Group, Inc., Sy Schnur, CPA/PFS, and Sy Schnur Registered Representative, work in unison to provide a premier accounting, investment, tax advisory and risk consulting firm that mutually strive to achieve results that exceed expectations through commitment to our clients and their extended families by adding maximum value to their business, individual and family lives.

We handle complex and sophisticated matters locally, nationally and internationally. We pride ourselves at being accessible, efficient, responsive and technologically sophisticated. In addition, our firms are committed to communities by providing extensive and worthy pro bono and public service. The staffs are by desire actively involved in leadership throughout each firm and with each other. We encourage a commitment to ourselves by sustaining an enriching environment through diversity and teamwork. The firms strive to improve while celebrating their accomplishments, and at the same time providing career opportunities by sustaining growth and financial strength.

Passion


Passion is the driving force behind all we do. By channeling it into action we strive to do incredible things. Born of drive that arose from our founder Sy Schnur’ s own experience as a CPA, Personal Financial Specialist, Investment Advisor Representative, Insurance Agent and Business Appraiser. Mt. Kisco Tax and Monetary Services Group, Inc. has earned a reputation for unequaled expertise in multiple complex areas. Our firm’s desire for growth has continued by updating our knowledge with constant continuing education in every area, highly qualified staff and the usage of latest computer and by product systems. We always serve our clients first, not ourselves. MTK&M is one of the highly qualified experts in the various products we provide. Our approach for a client first, with only products suitability tailored for the individuals and extended family needs continues to win clients ranging from small local client to medium sized world wide clientele.


Purpose


We are wholly focused on delivering full-spectrum solutions to our customers. This often means something different for each situation. Whether we're working with an individual client, a family, multi generations, small business or conglomerate, all of our clients benefit from our many years of proven experience and success in these ever-changing field. From the latest technology to progressive sales concepts, we offer, cost-effective solutions to help clients obtain the most suitable product or service that best meets their objectives.


Protection


We take pride in protecting an individual's greatest asset - the ability to earn a living. Whether we are working with person(s), corporation or any other entity type, we offers one of the industry's largest and most comprehensive product portfolio. Our proactive consultative approach to customer service includes working closely with our multitude of product provider's  to ensure that we provide the most appropriate products and services for the benefit of the clients.  In this way, we strive to protect both the assets,  and the financial futures of the clients and their families to the  best of our professional abilities 

(securities-related email)

sy.schnur@ceterafs.com
jthomas@cpasy.com

(non securities-related email)

help@certifiedfinancialandriskmanagers.com

help@syfinance.com

help@cpasy.com

LEARNING TREE AIDS FOR THE INTELLIGENT  BUYERS

PRODUCTS AND SERVICES

Investment & Insurance Services

  1. GUIDE TO THE STOCK MARKET
  2. ALL INVESTMENT TYPES
  3. MARKET SECTORS 2008-2016
  4. RISK PROFILE AND INVESTMENT OBJECTIVES
  5. ADV PART 2 A
  6. ADV PART 2B
  7. FINANCIAL PLANNING CHECKLIST
  8. CETERA WEALTH MGT. SERVICES
  9. PREMIER PORTFOLIO MGT
  10. PORTFOLIO ADVISORY SERVICES
  11. DIMENSIONAL FUNDS
  12. BETTERMAN PLUS DFA FUNDS
  13. STEADFAST REIT III
  14. JACKSON ELITE ACCESS

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

**ALL FINANCIAL CALCULATORS ON THIS SITE ARE GENERALIZED AND NOT SPECIFIC TO ANY PERSONS ACTUAL CIRCUMSTANCES. YOU SHOULD USE A CERTIFIED FINANCIAL PROFESSIONAL, A CPA OR A PFS ( PERSONAL FINANCIAL SPECIALIST) TO REVIEW. YOUR PERSONAL SITUATION WITH YOU FOR PROPER PLANNING OF YOUR FUTURE AND PERIODICALLY UPDATE RESULTS AS YOUR SITUATION CHANGES.

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SECURITIES OFFERED ONLY THROUGH CETERA FINANCIAL SPECIALISTS LLC. MEMBER FINRA & SIPC.

ADVISORY SERVICES OFFERED ONLY THRU CETERA INVESTMENT ADVISERS LLC.

CETERA ENTITIES ARE UNDER SEPARATE OWNERSHIP FROM EVERY OTHER ENTITY.