Our Services

Financial Planning

Financial planning services are geared toward establishing and executing our Client's goals to accumulate and preserve individual and family wealth. 

  • Insurance Planning

  • Retirement Planning

  • Estate, Gift, and Generational Planning

  • Philanthropic Planning

  • Income Tax Planning

  • Cash Flow Planning

  • Financial Projections

  • Development of Life Plans

  • Quarterly Estimated Tax Planning


Tax Consulting

Knap Tax provides continuous advisement throughout the year to ensure Federal and State tax liabilities are minimized.

We are here to answer any and all questions that you may have about your tax situation.


Tax Compliance

Knap Tax delivers a full array of tax services to ensure compliance with all Federal and State Laws.

Our Clients can reach out to us about any compliance concerns that arise throughout the year.

Small Business Services

Knap Tax is an affordable, approachable resource for all small businesses. We are here to alleviate the stresses associated with payroll, the Department of Labor, and compliance with all Federal and State laws.

  • Payroll Reporting

  • Tax Cash Flow Planning

  • Compliance with Federal and State laws

  • Income Tax Return and Form Preparations

  • Quarterly Estimated Tax Planning