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

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

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Contact Us

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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.

(securities-related email)

sy.schnur@ceterafs.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. Monetary 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

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.