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
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.