Schneider Financial Group

What Schneider Financial Group does

Schneider Financial Group is a privately held financial services firm headquartered in Mahopac, NY, providing tax, accounting, and business advisory services to individuals and small businesses in the Putnam County region and surrounding communities. The firm operates four integrated service lines — Tax Preparation, Accounting, Financial Consulting, and Business Planning — covering strategic tax planning, return filings, bookkeeping, accounts payable/receivable management, bank reconciliations, financial reporting, payroll management, retirement and exit planning, risk and insurance consulting, and debt management. It is positioned as a relationship-driven, full-scope financial management provider rather than a technology vendor, and does not develop, license, or distribute any software, app, or API-based product.

The company applies a horizontal segmentation approach, targeting seven customer archetypes: Individuals, Small Business Owners, E-Commerce Operators, Trade Contractors, Real Estate Investors, Independent Consultants, and Licensed Professionals (doctors, lawyers, accountants). Each segment is addressed with tailored use cases — for example, multi-state sales-tax compliance for e-commerce, job costing for trades, 1031 exchanges for real estate investors, and practice-specific deductions for licensed professionals. The go-to-market motion is sales-led and direct, with client acquisition occurring through the firm's website (sfgtaxes.com), phone outreach at (845) 628-5400, email at [email protected], and in-person consultations at its Mahopac office.

Schneider Financial Group generates revenue on a fee-for-service basis under a quote-based pricing model, with engagement fees determined by scope and complexity and not publicly disclosed. It operates with monthly billing cadence typical of professional services retainers. The company is independently and privately owned with no evidence of venture capital, private equity, or institutional backing, no parent company, no subsidiaries, and no disclosed leadership team in the available data. Operational footprint is concentrated in a single Mahopac, NY office (with a recorded street address at 824 US-6 #4), serving clients in the Northeast United States.

Name

Schneider Financial Group

Legal name

Schneider Financial Group Ltd.

Website

https://sfgtaxes.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

11–50 employees

Short description

Schneider Financial Group is a privately held financial services firm based in Mahopac, NY, providing tax preparation, accounting, financial consulting, and business planning services to individuals and small businesses in the Putnam County region.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG), Fee-Only Advisory (FSAEAAAL)

Keywords

• Tax preparation services
• Accounting services
• Bookkeeping services
• Business consulting
• Financial planning services

Headquarters

HQ city

Mahopac

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services: Fee-for-service financial services including tax preparation, accounting, bookkeeping, and business consulting. Revenue is generated through service engagements with individuals and small businesses requiring financial management, tax compliance, and business advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Schneider Financial Group provides personalized tax preparation, accounting and bookkeeping, financial consulting, business planning, and payroll management services. Its primary clients are small business owners and individuals in the Mahopac, NY area and surrounding Northeast USA communities who require help with tax compliance, financial record-keeping, and strategic business advisory. The firm operates as a single-office local professional services practice rather than a multi-region or technology-driven provider.

Product overview

Schneider Financial Group Ltd. offers a unified suite of financial services comprising four core service lines: Tax Preparation, Accounting Services, Financial Consulting, and Business Planning. These services are designed to work together as an integrated financial management solution, providing small business owners, entrepreneurs, and individuals with personalized accounting, tax preparation, and business advisory support. The company tailors its solutions to each client's unique needs, offering bookkeeping, strategic tax planning, financial reporting, and comprehensive business planning services from a single provider.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Comprehensive tax preparation services for small businesses, including strategic tax planning and accurate return filings designed to minimize liabilities and maximize deductions. Intended for small business owners, entrepreneurs, and individuals in the Mahopac, NY area requiring compliance and strategic tax support.
• Accounting Services Full-range accounting services including bookkeeping, accounts payable and accounts receivable tracking, bank reconciliations, and financial reporting and analysis. Targets small business owners in the Mahopac, NY area who need organized and accurate financial record-keeping.
• Financial Consulting Business consulting services designed to enhance financial management and operational efficiency through strategic planning and compliance guidance. Targets small business owners in the Mahopac, NY area who need tailored advisory support for performance improvement.
• Business Planning Financial planning services including budgeting, cash flow management, long-term planning, retirement and exit planning, tax-efficient planning, debt management, and risk and insurance planning. Targets small business owners and individuals who need structured planning support.
• Payroll Management Flexible payroll services that manage employee compensation and ensure tax compliance, minimizing administrative responsibilities for small business owners and guaranteeing timely, accurate payments. Targets small businesses in the Mahopac, NY area with employees requiring ongoing payroll processing.

Quantifiable outcome

• Streamlined tax preparation process saving valuable time and reducing risk of costly errors

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• Liberty Tax: Franchise-based tax preparation chain competing for individual and small business tax clients. Comparable service mix and target demographic to Schneider's tax prep offering.
• H&R Block: National tax preparation chain directly competing in individual and small business tax services. Schneider competes for the same Putnam County clients seeking tax prep, though Block offers scale and digital tools Schneider lacks.
• Pilot.com: Tech-enabled accounting, bookkeeping, and CFO services for startups and SMBs. Competes with Schneider for the same small business customer segment but with a software-first delivery model.
• Jackson Hewitt: Retail tax preparation franchise serving individual taxpayers and small businesses. Comparable to Schneider's tax prep service line with similar seasonal revenue dynamics and SMB customer base.
• Bench (now Employer.com): Tech-enabled bookkeeping service targeting small businesses with monthly accounting and tax-ready financials. Represents the software-augmented version of the SMB accounting services Schneider offers.

Broad incumbents

• RSM US: Mid-market professional services firm offering audit, tax, and consulting. Overlaps with Schneider's accounting and consulting services but serves much larger clients across broader geographies.
• Deloitte US: Global professional services leader with comprehensive tax, audit, consulting, and advisory capabilities. Overlaps with Schneider's full service suite but serves enterprise and large middle-market clients.
• KPMG US: Big Four professional services firm with audit, tax, and advisory practices. Provides the same core services as Schneider but at enterprise scale, serving as the upper bound of competitive context.
• BDO USA: Global accounting and advisory network with significant mid-market presence. Comparable tax, accounting, and advisory service lines but operates at a larger scale and broader geographic footprint than Schneider.
• Marcum LLP: Top-20 US accounting firm offering tax, accounting, advisory, and consulting services. Overlaps with Schneider's service portfolio but targets larger clients and operates across multiple states.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/schneiderfinanc
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schneider Financial Group