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

Successfully Grow Your Business

Chaotic and unencumbered business growth has the potential to lead many organizations, both large and small, into a ‘crash and burn’ reality that, without organized structure, can inhibit sustainable growth.
Learn more

IRS is Sending out Identity Verification Letters to Possible Identity Theft Victims

In its efforts to combat identity theft, the IRS is stopping suspicious tax returns that have indications of being identity theft, but contain a real taxpayer's name and/or social security number and sending out (by US Postal Service) Letter 5071C to request that the taxpayer verify his or her identity.
Learn more

Reward Employees – Without Spending a Dime

Making your employees feel appreciated doesn't have to be expensive. In fact, there are ways to reward your team that don’t cost any money.
Learn more

LinkedIn Networking – The Dos and Don’ts

Social recruiting is on the rise, and your online profile says a lot about you and your professional image. Using an inappropriate profile picture or to many “!!!” can be a turn-off to anyone visiting your profile.
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 »