Taxation Services
From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.
Financial Planning
From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.
Consultation
We will evaluate your current strategies, answer any questions you have, and help you adjust your plan as needed.
Connecting Taxation and Financial Services.
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. At Denise M. Knight & Associates LLC, our mission is to combine the two into one, using our specialized knowledge to help our clients achieve their individual financial goals. We work with a wide range of clients, whether they are business owners, families, or individuals at all stages of their career or approaching retirement.
As an independently managed firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by striving to make clients feel welcome and part of the family.
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Estimate how much home may fit within your budget based on income and expenses.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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See how long your current savings might last if a disability interrupted your income.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Estimate how much life insurance coverage may be appropriate for your situation.
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Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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