Welcome to Schneider Financial Group Ltd. Accounting & Financial Services firm licensed in Mahopac, NY. Schneider Financial Group Ltd. is your resource for expert accounting for business owners, executives, and independent professionals. We help individuals manage their resources to achieve their goals.
Individuals in Mahopac and the surrounding areas can get advice on how to improve their financial standing with individualized attention and a financial plan based around their unique circumstances. Our firm is committed to providing quality financial planning services. Let us help you hold onto your hard-earned cash - make an appointment today!
Individuals in Mahopac and the surrounding areas can get advice on how to improve their financial standing with individualized attention and a financial plan based around their unique circumstances. Our firm is committed to providing quality financial planning services. Let us help you hold onto your hard-earned cash - make an appointment today!
Services
Schneider Financial Group Ltd. is dedicated to giving clients the tools and knowledge they need to understand their financial goals best. We understand the sensitive nature of handling personal assets, and we are passionate about being invested in a long-term partnership with our clients. With our experience in managing a business in many different industries, our firm is well equipped to navigate clients toward their goals.
Every business, no matter its size, needs accurate accounting to function. From setting budgets to paying taxes, your books play a major role in your day-to-day business. At Schneider Financial Group, we work with businesses like yours across Mahopac, providing expert financial services and insight.
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
Individuals starting a small business or enterprise are taking on a rewarding, yet stressful challenge. No matter the type of entity, Schneider Financial Group is here to help provide you with the professional support you need. Our team of financial experts assists business owners with making the important economic decisions needed to establish a strong business foundation.
Whether you're buying or selling, a business is worth much more than numbers you put down on paper. Our team helps you and interested parties refine the actual value of your company, from its assets and talent to its earning and growth potential. We can also help you discover and understand the risks you're taking when joining an existing venture.
Reviews (8)
Bobby & V.
Apr 09, 2021
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We having been going to Schneider Financial Group for at least 15 years now. The entire staff is absolutely wonderful. Jon is just an exceptional person. He is extremely knowledgeable, personable and truly genuine. We treasure and fully trust his advice. We are so thankful and grateful to have Jon and his staff to rely on to handle our financial needs.
Rose Carlyle
Mar 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Jon has been preparing my taxes for years and with changes in my life in recent years was very helpful, thoughtful and assisted me with my many issues as needed. This group is very professional and knowledgeable and provide great service. I highly recommend them.
Jon has been preparing my taxes for years and with changes in my life in recent years was very helpful, thoughtful and assisted me with my many issues as needed. This group is very professional and knowledgeable and provide great service. I highly recommend them.
Peter Angione
Feb 22, 2021
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My family and I have been customers of Schneider Financial Group for over five years. Schneider Financial Group has been able to meet all our tax needs from basic returns to estate returns and anything else we needed. The staff are knowledgeable, courteous and very available. John and the rest of his staff are available not only during tax season, but also in the off season to answer questions and offer advice. I would recommend john and his team to anyone who needed tax or other financial services.
Edward Arce
Feb 12, 2021
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Great staff. Very professional and they adhere to all your tax concerns. Always updating their clients about all new tax laws. they make sure you understand what tax laws may affect you or benefit you. Money well spent on their services. Very personable and they always get back to you within 24hrs if your call was missed. I've Been a client since 2009.
Robert Landman
Jun 21, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
have been a client for well over a decade. always professional, always responsive. Most recently , relating to the PPP application , before I ( and likely many of their other clients ) reached out to them, they had taken the steps to prepare the necessary documents in advance of us asking, thereby making the process seamless..
have been a client for well over a decade. always professional, always responsive. Most recently , relating to the PPP application , before I ( and likely many of their other clients ) reached out to them, they had taken the steps to prepare the necessary documents in advance of us asking, thereby making the process seamless..
Daniel
Nov 05, 2019
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Adrienne Garcia
Oct 21, 2019
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There is no company better than Schneider financial group,I have been with this company for 10 yrs and never had a problem John is a wiz at accounting Joe knows his stuff when it comes to investing i highly recommend them and this establishment Joan and the rest of the staff are terrific, all clients are treated like family.
Tracy O'Connor
Aug 02, 2019
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