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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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Exploring the Federal Student Grant Program

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See how long a lump sum of savings could last based on your withdrawal rate and return.

 

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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This article will help your clients with blended families think and prepare their estate strategy.

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How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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Estimate potential long-term care costs and what coverage may help address them.

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Find out how long it may take to pay off a credit card balance and what it costs in interest.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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An amusing and whimsical look at behavioral finance best practices for investors.

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Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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This video explores what to do with retirement accounts when you move on from your job.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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