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Personalized Service
What We Do
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
Tax Planning & Consulting
Individual, Business Entities, Trusts, & NonProfit Organizations
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Accounting Services
Financial Statement Preparation, QuickBooks, Cash Flow, Payroll......
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Knighton, Erb & Company, LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
IRS Representation
Audit Support, Notice Response, Penalty Abatement.......
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Mergers & Acqusitions
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Knighton, Erb & Company, LLC can provide professional know-how to help you successfully structure and negotiate the deal. Knighton, Erb & Company, LLC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Financial Planning & Wealth Management
Retirement Planning, Estate Planning, Investment Consulting.......
Our affiliated firm, Veritas Wealth Management, LLC, was founded to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Veritas Wealth Management, LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Who We Are
We have extensive tax planning and consulting experience with high net-worth individuals and closely held business in various industries such as medical, construction, real estate, dealerships, engineering, law, restaurant, and retail.
Troy W. Knighton, CPA/PFS, CFP®, MBA
An investment advisor and CPA experienced in financial planning, taxation, estate planning, investment management, investment theory, and accounting.
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Text Messaging Privacy Policy
Effective Date: March 19, 2025
At Knighton, Erb & Company, LLC, we value your privacy. This policy explains how we collect, use, and protect your information when you engage with our text messaging service.
1. Information We Collect
We collect your phone number and any other personal info you provide. We may also track interactions with our messages.2. Purpose of Messages
Communication related to customer service or support requests.3. Consent
By subscribing, you consent to receive text messages. You may opt out at any time by replying "STOP."4. Frequency
Message frequency depends on the service you're subscribed to, with approximately [X] messages per [week/month].5. Opting Out
You can stop receiving messages by replying "STOP." After that, you’ll receive a confirmation, and you won’t get further messages unless you opt back in.6. Data Retention
We keep your data for as long as you’re subscribed. After opting out, your data will be deleted unless required by law.7. Data Security
We use reasonable security measures but cannot guarantee 100% protection due to the nature of mobile communications.8. Sharing of Data
We do not share your personal information with third parties for marketing purposes but may share it with service providers assisting with text messaging.9. Legal Compliance
We comply with the Telephone Consumer Protection Act (TCPA) and other applicable laws.10. Contact
For questions, contact us at:
Knighton, Erb & Company, LLC
801-596-9999Terms and Conditions for Text Messaging
Effective Date: March 19, 2025
By subscribing to or using our text messaging service ("Service"), you agree to the following terms:
1. Opt-In and Opt-Out
Opt-In: Text "CPA" to 801-596-9999 to receive text messages for customer service inquiries.
Opt-Out: Text "STOP" to 801-596-9999 to unsubscribe at any time.
Standard message and data rates may apply.
2. Message Frequency
You will receive text messages solely for customer service purposes, as needed.
3. Privacy
We respect your privacy. Your information will not be shared with third parties except as required by law. Please review our Privacy Policy for more details.
4. Costs
The Service is free, but standard message and data rates from your carrier may apply.
5. Content
Messages will be related to customer service inquiries only and may include responses to your questions or service-related updates.
6. Limitation of Liability
We are not responsible for any message delivery failures or delays.
7. Changes
We may update these terms. Continued use of the Service indicates acceptance of the updated terms.
8. Contact
For questions, contact us at:
Knighton, Erb & Company, LLC
801-596-9999
By using the Service, you acknowledge these terms.
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