Financial Planning Services
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Lee & Knowles, PC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.
We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.
Our financial planning services include:
• Investment Consulting
• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting
Tax Planning and Return Preparation Services
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.
But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.
Payroll Services
In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll. Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.
Business Valuation Services
ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In cases like these, you need to know what your business is worth. We're here to guide you through what can sometimes be a difficult process, with a comprehensive analysis that will help you make informed decisions.
