Scott Sanders, CPA, PFS CFP®, CFS
"I give strategic tax and accounting advice to my clients so they can reach their financial and business goals."
Scott matches striking technical acumen with a tireless work ethic. He has extensive experience in all aspects of federal, state, and local taxation for corporations, individuals, and estates, as well as tax planning, estate planning, and estate and trust tax preparation.
When Scott works with clients, he always provides them with the "what if" view; this gives them a range of scenarios to help them plan accordingly for the future growth of their business and individual prosperity. But that's just the way Scott operates; combining acute business expertise with a strong grasp of the present and a view to how it will affect the future.
Scott has used his 30 years of accounting experience to build up an extensive portfolio of diversified clients, including high-net-worth individuals and closely held businesses in manufacturing, real estate, and public relations, among others. His eye for detail and "client first" business philosophy are only just a few of the reasons why clients are so loyal to him. He tailors his services to focus in on each individual client's needs, which is why he is considered such an exceptional accountant and business advisor.
Scott Sanders is a 1980 graduate of Queens College, New York with a Bachelor of Arts in Accounting. Scott is a member of the American Institute of Certified Public Accountants (AICPA), the New York State and New Jersey Society of CPAs. Scott retains his license as a CPA in both New York and New Jersey. Scott is a Certified Financial Planner (CFP) having received his license from the College of Financial Planning in Denver, Colorado. Scott has also received from the AICPA, his license as a Personal Financial Specialist (PFS) and his license as a Certified Fund Specialist (CFS) from the Institute of Business and Finance. Scott received his NASD Series 6 license in November 1996 and his Series 63 in December 1996. Scott received his NASD Series 26 license in November 2002 and Series 24 in August 2004 which allows him to act in the capacity of an Office of Supervisory Jurisdiction (OSJ) for his broker-dealer. Then, in April 2004, he received his Series 7 license. Scott became licensed in February 1999 to sell life, accident and health insurance in New York State. Scott also became a Qualified Guardian@ under Article 81 in 2002 and a Qualified Special Needs Trustee@ under Part 36 through the Nassau Academy of Law in 2003.
Scott Sanders has extensive experience in all aspects of federal, state, and local taxation for corporations, individuals and estates, specializing in the restaurant and retail industry, as well as tax planning, estate planning, estate and trust compliance and surrogate accountings for the Court. Scott had retained a presence in St. Thomas, Virgin Islands from 1981 to 2005, handling various tax and accounting matters for clients located on the Island. As a practicing financial advisor, he advises high net-worth individuals on areas of strategic planning services as varied as investment analysis, professional money managed accounts, cash flow analysis, insurance, estate and gift tax planning, the formation of family limited partnerships, creation of private foundations and charitable tax planning. As an individual involved with the personal business management of high net-worth clients, Scott is involved in services that range from establishing retirement accounts such as 401-K's, defined benefit and defined contribution plans, bill paying and managing the details of multiple residences and vacation properties to evaluating health, property and life insurance needs and negotiating the purchase/lease of automobiles, boats and aircrafts. Scott merged his private practice in 1995 to form the firm of Lazar Sanders, LLP and then merged in 2006 to form Lazar Sanders Thaler & Associates, LLP, and in 2010, formed Sanders Thaler & Associates LLP currently employing 20 professionals. The firm changed its name in 2012 to Sanders Thaler Viola & Katz, LLP.
Scott Sanders is a past Board Member of the Long Island Cabinet of the State of Israel Bonds (1999-2006) and a past Board Member of the American Culinary Federation Long Island Chapter (1998-2005) serving as a consultant. He is a Board Member, and past Treasurer and Executive Vice-President of the National Conference of CPA Practitioners (NCCPAP) for the Nassau/Suffolk Chapter (2001-2008). He is a current member of the Estate Planning Council of Nassau County (since 2003) and a current member of the Estate Planning Council of Suffolk (since 2011). Scott is a current Board member and Treasurer and a past member of the Financial Planning Association (FPA) Long Island Membership Committee (2005 - 2011) and the New York State Society of Certified Public Accountants (NYSSCPA), Nassau Chapter Small Firm MAP Committee (since 2005). He was also a member of the Long Island Advisory Board of USA Bank in Port Chester, NY (2006-2008). Scott was an Executive Board Member of the NYSSCPA, Nassau Chapter (2008-2010); past Treasurer of the NYSSCPA-Nassau Chapter (2010 – 2011); past Vice President of the NYSSCPA-Nassau Chapter (2011 – 2012); and is currently the President-elect of the NYSSCPA-Nassau Chapter.
Scott has lectured during the National Conference of CPA Practitioners (NCCPAP) Long Island Tax Practitioner Symposium in 2005, 2006 and 2007 and he has been lecturing before the NYS Society of CPAs (NYSSCPA)-Nassau Chapter Small Firm MAP Committee since July 2005. Scott Sanders has lectured for American Express Financial Advisors, Inc. and consulted on various tax issues.
Scott Sanders has been quoted in the September 1998 issue of the Practical Accountant regarding the new 1997 Internal Revenue Service Tax Laws; quoted by Producer, Joanne LaMarca of the Today show in Business This Week regarding the new 2000 tax laws; and was featured in the February 18, 2002 issue of Crain’s New York Business article titled, AThe High Cost of Security. Scott was interviewed for the March 29, 2003 Long Island News Pennysaver article titled Tax Time - Yikes! and wrote articles in the December 31, 2003 Syosset/Jericho and Plainview, New York Tribune and the October 8, 2004 Plainview Herald - Business Review. In the August 4, 2011 issue of Long Island Business News, Scott was interviewed for the special section of Accounting - Past, Present, Future and spoke about moving into the paperless environment. In the August 26, 2011 issue of Long Island Business News, Scott was listed in the special section of Who's Who in Accounting, discussing the industries trend of "Mergers".