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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.
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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

What to Check after an IT Security Incident

The IT world is changing – with new technology, mobile capabilities, applications and social media, businesses are finding it more and more difficult to protect their important data and comply with ever changing regulations.
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Project Close Out – 4 Crucial Steps

While often overlooked, the project close out step is one of the key learning experiences and process improvement activities that can be performed during a projects life cycle.
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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.
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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.
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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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