Meet Our Staff
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332-1700
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Firm
Administrators
Practice Areas:
- Preparation of Financial Statements.
- Cash Flow Analysis.
- Collation and disbursement of all tax
returns, personal, business and trusts including all
schedules, extensions and accompanying forms.
- Specialist of formation of businesses and
registration process.
- Filing of tax and business documents with
the Internal Revenue Service and State taxing authorities,
including Sub S Elections, Power of Attorney forms, LLC
Public Records, Extensions, etc.
- Web Site Manager/Editor.
- Real Estate Management.
- Invoicing for professional services.
- Typing of correspondences between clients
and our office.
- Spreadsheet specialist.
- Administrative duties for Charles Anastasia and
accountants, including reception responsibilities.
- Audit preparation services including spreadsheets, collation and submission of audit documentation to taxing authorities.
- Set-up and implement electronic client files Ultra Tax, Practice and File Cabinet and uploading of all documents into PDF forms for File Cabinet.
- Maintain electronic file cabinet to manage documents into folders.
Biographical Information:
The Firm Administrators at Sewald & Anastasia CPA's are responsible for the day to day
operations of the firm. They implement the decisions of
firm management for new clients, specializing in formation
and registration compliances for new business entities.
The Firm Administrators also collates and disburses all business, fiduciary
and individual income tax returns. They generate all
invoicing, correspondence and disbursements for the
company. They are proficient in Excel and Word
programs.
Civic Achievements:
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• Firm
Administrator