Access to our business 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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Client Tools
2010 IRS e-file Refund Cycle Chart
The IRS does not guarantee a specific date that a refund will be deposited into a taxpayer’s financial institution account or mailed.
[Download]
2010 Tax Rate Card
Use this printable card as a handy resource to view rates for 2010.
[Download]
Business Expense Log
If you use a car, travel away from home, entertain, or make gifts in connection with your trade or business, you must substantiate your expenses
[Download]
Outline of Considerations in Starting a New Business
At Lewis & Knopf, we have over 40 years of working with various new business start-ups. From this, we have compiled the below document, "Outline of Considerations in Starting a New Business."
[Download]
Record Retention Guidelines
Use this helpful worksheet as a guide to how long you should keep important financial documents.
[Download]
Selecting and Protecting Your Investments
Investments should be selected based on Investment Goals, Risk Tolerance and Taxes.
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