Firm Background

Prior to Sy Schnur starting full operation in 1980, his work experience included the Big Eight, and two medium sized CPA firms, one of which he was a principal, and the second Sy was Partner.

Finding that he could satisfy his clients and their family needs better by controlling service quality and integrity, he started his own firm. Clients would ask him to provide various other services which he previously farmed out to other professionals.

Knowing that he could do a better job, Sy Schnur obtained a Certification as a Business Appraiser, worked with attorneys, and received his Accreditation in Litigation Support.

Still unsatisfied with his clients outside providers, Sy became a PFS (Personal Financial Specialist) followed by his Insurance License and is now his clients' and their families Risk Controller.

Sy moved from New York City to Somers, New York and opened Mt. Kisco Tax and Monetary Services Group, Inc. to provide the full range of financial services. Over the years, he hired the full compliment of professionals to complete his desires to guide each individual or business through every imaginable financial dilemma. Clients range from incomes of $50,000 to $25,000,000.

Services include:

  •  Individual, business taxes, estate and trust taxes;
  •  Income tax representation;
  •  Bookkeeping and accounting services;
  •  Financial statements-Compilation, reviews and audits;
  •  Advisory services starting with college planning. pension  planning, and every other service through estate planning;
  • Life Insurance, unlimited to cover all situation**
  • Health Insurance**
  • Annuities of all kinds and structures**
  • Long Term Care, with all variations**

** As part of these items we work with Ash Brokerage and Crump Brokerage, so that we can obtain almost any type of coverage, at very comparable rates.

Community Involvement:

Sy  Schnur is a Board Member of the Somers Chamber of Commerce and a Board Member of the Mt. Kisco Chamber of Commerce. He is also on the Financial Oversight Group of the Boys and Girls Club. In addition, he is an Active Member of the Mahopac/Carmel Chamber of Commerce and the Mt. Kisco Rotary Club.

The firms professional staff are also becoming active with all of the above Community Groups.

Clients are diversified across all types of businesses including, among other, construction, real estate, restaurants, physicians, airline pilots and controllers, alarm services, small tool manufacturers, electrical parts suppliers, car dealers, computer consultants, clothing retailers, garment center, movie producers, website designers and IT administrators, advertising and marketing production, food product creators and suppliers, appliance sales, air conditioner sales and maintenance.

During October,1999, Sy Schnur became an Investment Advisor Representative, obtaining his Series 7 and Series 66 Registrations. In October,1999 he became affiliated with a firm which is now called Cetera Investment Advisors.

During December,1999 Sy became a Life, Accident and Health Insurance Agent and is licensed in NY, NJ and Florida. He added this to his affiliation with Cetera Investment Advisors.

Tax and accounting client locations are across the entire United States, Russia, Italy, Sweden, Belgium, China, Japan, Canada, and Australia.