L K Benson & Co

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Financial Planning Consultants, Accounting Services, Financial Planners

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(410) 494-6680Call Visit WebsiteVisit Website Map & DirectionsDirections1107 Kenilworth Dr Ste 200Towson, MD 21204 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Towson with Financial Planning Consultants

Lutherville Timonium (3 miles)
Cockeysville (8 miles)
Parkville (9 miles)
Pikesville (9 miles)
Hunt Valley (10 miles)
Gwynn Oak (11 miles)
Owings Mills (13 miles)
Baltimore (14 miles)
Rosedale (14 miles)
Windsor Mill (14 miles)

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Email

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Fax: (410) 494-6682

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L K Benson & Company

Benson L K & Company

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http://lkbenson.com

https://lkbenson.com/contact-us

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Investments, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (410) 494-6680

Address: 1107 Kenilworth Dr Ste 200, Towson, MD 21204

Website: http://lkbenson.com

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L K Benson & Co

Tax Planning
Chris leads our financial planning practice and focuses on providing financial advice that covers the full spectrum of your personal finances. With an extensive tax background he also stays involved in our tax practice preparing and reviewing returns and providing ongoing tax planning.
Tax Services
Jennifer joined the firm in January 2022 as a remote senior tax accountant. She graduated from University of Virginia in 2013 with a bachelor’s degree in accounting and a minor degree in studio art. As she greatly enjoyed being on the campus, she continued her education at University of Virginia and earned a master’s degree in accounting, with concentration in tax consulting. In 2014, she began her career in PwC’s Washington National Tax Services (WNTS) practice and was involved in tax compliance and consulting for over 3 years. She then joined the Tax Office at Johns Hopkins University and was responsible for the university’s compliance with corporate and employer tax reporting. She also assisted international scholars with preparing U.S. individual tax returns.

Investment Management
We take on different roles in the investment management process for different clients. If you don't have anyone managing your investments, we can build and manage a portfolio for you through our custodian, Charles Schwab.
Bonds
Wealth Management
However, some of the most important aspects of estate planning also include the non-financial, personal issues related to wealth management and transfer. We work with our clients to develop an estate plan that meets their financial and non-financial goals.

Accounting Services
Susan Beaty (susan@lkbenson.com) has been a bookkeeper and tax preparer for over 40 years. After working at a Houston CPA firm as the person in charge of client bookkeeping and payroll, she returned to college and took night school courses to get her CPA certification. She has experience with partnership, trust, individual and private foundation returns as well as having served as the controller for a local engineering firm. She has lived in Maryland since 1997, when she moved here to marry her high school sweetheart after he found her on the internet.
Bookkeeping Services
Our CPA foundation and extensive tax background allows us to help many clients who have some form of complexity in their tax situation. These might include...

Financial Planning
Lyle started our firm in 1994 with one goal in mind: to better serve his individual clients. He was providing financial planning at a larger CPA firm but felt his clients needed and wanted more from him. From the start his focus has been on providing the objective, broad and deep financial advice you need and deserve.
Asset Management
Your investment portfolio should be structured around your financial plan and built to help you reach your goals. We believe in diversification, rebalancing, and keeping costs low. Our goal is to help you develop an appropriate target asset allocation for the portfolio, then implement that target portfolio and monitor the results.

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