Our Mission:
Helping Clients Achieve Financial Success

Access to our business/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.
Secure Client Login »

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.
Access Personal Portal »

Brochures

Contact Us

Twitter

Facebook

Pay Online

Our Newsletters: The Edge | Healthcare | Signup



Financial Sense Blog

Should You Expand internationally?

Do you have a thriving business which is secure and ready for growth opportunities? Have you thought about expanding internationally?
Learn more

Did You Miss Your Rollover Period? IRS Will Grant More Waivers

Just last week, the IRS announced that it could be easier to get a waiver for missing the 60-day deadline on retirement plan rollovers. This is great news for anyone who may have missed that deadline and would have incurred early distribution penalty taxes.
Learn more

Technology is Giving Business Owners Back Their Time

As a business owner, you have numerous demands on your time. The 40-hour workweek doesn’t exist for you. Even if there’s not a crisis, there is a constant stream of issues requiring your attention.
Learn more

IRS Examining Businesses

According to the IRS, 83% of U.S. taxpayers accurately report their income and pay their taxes. That figure isn’t so bad when you compare it with Germany at 68%, Italy at 62%, or Greece at a startling 50%. Nonetheless, the IRS audits around 0.8% of tax returns each year. If you receive notice that you’re being audited, the first thing you should do is contact our office.
Learn more

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.
Learn More »