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
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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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.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.