Vicki began her career with Lewis and Knopf, P.C. in 2001 as an administrative assistant and now serves as the firm’s portal administrator. In her day-to-day role, she maintains and supports the firm’s net client portals and performs other office administrative tasks.
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Assurance
Consulting
Estate and
Trust Services
Small Business
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Tax
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Financial Sense Blog
What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic)
There’s nothing quite like opening the mailbox, seeing an envelope with “Internal Revenue Service” printed on it, and feeling your stomach drop. Even people who are perfectly organized — even people who’ve done everything right — feel the same jolt of panic when they receive an IRS notice. But here’s the truth:Most IRS notices are not…
What Is Advisory — And Is It Right for You?
Most people think their financial professional focuses on the past: last year’s tax numbers, last quarter’s profit, last month’s expenses. That’s the compliance world. It’s essential, of course. But it’s focused on what has already happened. Advisory is something different.Advisory is about shaping what comes next. It’s a shift from “Here’s your report” to “Here’s…
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