CONTACT US FIRST FOR ALL OF YOUR TAX AND ACCOUNTING NEEDS!
Steven Sewald & Co., CPAs & Consultants offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
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.
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.
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.
Steven Sewald & Co., CPAs & Consultants 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.
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.
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.