Our Mission:
Helping Clients Achieve Financial Success

Access to our business 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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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

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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Don’t inadvertently miss filing deadlines

If you still file a paper return, it’s important to know the IRS’s “timely mailed = timely filed” rule: If your tax return is due April 15, it’s considered timely filed if it’s postmarked by midnight on April 15. But just because you drop your return in a mailbox on the 15th doesn’t mean you’re safe.
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What Advice Should Small Business Owners Ignore?

The most important piece of counsel for an entrepreneur or small business owner is how to recognize when to ignore the advice you are being given.
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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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