Additional Services
CONTACT US FIRST FOR ALL OF
YOUR TAX AND ACCOUNTING
NEEDS!
(732) 332-1700
Financial
Planning
Sewald & Anastasia CPAs offers a
complete array of financial planning services and will work
closely with you to help you achieve your financial
goals.
Estate
Planning
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will
endeavor to protect your heirs from the unneeded emotional
devastation that can be caused by estate tax levies.
Investment
Review
Our qualified staff will perform a custom portfolio
analysis and review the risks and returns of specific
investments including stocks, bonds, and limited
partnerships. We will also determine an optimal asset
allocation for you by taking your unique personal and
financial goals and resources into account.
Retirement
Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle, or an even better one,
than you do now, you need to start planning for
retirement...NOW. We can analyze your projected income and
expenses and suggest investment funding techniques to help
you make sure that your golden years 10, 20, and even 50
years from now live up to your expectations.
Attest
Services
Sewald & Anastasia CPAs offers both
limited and full scope attest services. We will gladly work
with your bank or other financing institution to determine
whether a limited review or full scope audit is necessary. We
pledge to deliver cost-efficient attest services in
accordance with your mandatory reporting deadlines.
Asset
Protection
We will determine the replacement cost of your existing
assets and evaluate the adequacy of your insurance policies,
sinking funds, and self-insurance as appropriate.
Litigation
Support
We can provide a full range of assistance for you and your
legal counsel.
Debt & Financial
Services
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
repackaging.