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.
Contact UsHelpful Content
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Saving for College 101
Here's a crash course on saving for college.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?