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875 Mamaroneck Ave Suite 304 Mamaroneck, NY 10543

 

Personalized, Specialized and Customized Services

A Personalized Process Experience the Difference Lifelong Relationships
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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Helpful Content

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Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

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Required Reading: The Economic Report of the President

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Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

 

Red Flags for Tax Auditors

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Review your legacy approach regularly, particularly following significant life events or legislative updates.

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Explore how compound interest can grow your money over time with this interactive tool.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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See how inflation over time could affect the purchasing power of your retirement income.

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See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Saving for College 101

Here's a crash course on saving for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Here’s a quick guide to checking to see if you have unclaimed money.

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Around the country, attitudes about retirement are shifting.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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