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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

Don’t Let These Misconceptions Stop You From Networking

When you think about networking, do you look forward to the chance to meet new people? Or are you filled with dread? Often, it’s the way we approach networking that colors the experience.
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Three Questions You Need to Ask Your 401(k) Provider

As a business owner, it’s your job to find the right 401(k) provider to fit your company’s needs. How do you start that process? Here are three questions to ask a prospective 401(k) provider.
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Cash or Card for Small Purchases?

Do you remember how you paid last time you got a cup of coffee? Did you unfold a five-dollar bill and hand it to the cashier or give a quick swipe of your card? How would you pay for a pack of gum at the gas station? Do you fish around for spare change or just use your card?
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IRS Extends Filing Deadline for Work Opportunity Tax Credit

Employers wishing to take advantage of the work opportunity tax credit (WOTC) will be pleased to know they have more time to file the necessary paperwork. Earlier this month, the IRS announced an extension for employers filing paperwork to claim the WOTC for targeted employees.
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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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