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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

Money Lessons For New College Students

Across the country, new college students are heading off to campus, preparing to live away from their parents for the first time. While many parents are still supporting their student offspring, these young people will be embarking on their first experiences into managing their own finances.
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Financial Tips for Newly Employed Young People

Last month, the AICPA issued a listing of five financial tips, released specifically with newly-employed young people in mind.
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Information About Fraudulent Unemployment Claims

In our constant strive to bring you the most current information that we are receiving, it has been brought to Lewis & Knopf’s attention that there is now identity theft occurring at the State Unemployment level.
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This Summer – Review Your Taxes Now To Prevent Surprises Next Spring

Every year, many people end up with a larger refund than expected, and others find they owe a lot more tax than they thought they would. If this has happened to you in the past, consider reviewing your tax situation now to prevent any surprises next year.
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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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