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Helping Clients Achieve Financial Success

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Access to our personal portal is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow better, more convenient communication exchange, including documents and services. If you would like to learn more about this service, please contact us.
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Financial Sense Blog

Your 2013 tax return is filed. What tax records can you toss?

The short answer is: none. You need to hold on to all of your 2013 tax records for now. But this is a great time to take a look at your records for previous tax years and determine what you can purge.
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Making the most of your business’s NOL

If during 2013 income tax return filing you found that your business had a net operating loss (NOL) for the year, the news isn’t all bad. While no one enjoys being unprofitable, an NOL does have an upside: tax benefits.
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Reasons to Check Your Child’s Credit Report

Child identity theft is a growing problem, but taking proper steps to combat it can go a long way toward keeping your child safer.
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Lewis & Knopf Portals are Safe from the Heartbleed Bug

By now you have probably have heard of the Heartbleed security flaw that was revealed earlier this week. Please be assured, the Lewis & Knopf client portals are safe. We invite you to read the below blog from Thomson Reuters, our third party provider.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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