Navigate your financial landscape with confidence. Ascend Advisory offers expert tax, lending, and business advisory solutions tailored to elevate your financial success.
At Ascend Advisory, we offer tailored tax and financial strategies designed to ensure your economic growth and help you achieve financial peace of mind.
Expert Solutions for Every Tax Challenge and Financial Need
Expert tax return preparation and compliance services, ensuring accuracy and adherence to the latest tax laws to optimize your financial outcomes.
Strategic business guidance for improved decision-making, operational efficiency, and profitability enhancement tailored to your unique organizational needs.
Comprehensive financial strategies focusing on retirement planning, investment advice, and wealth management to secure and enhance your financial future.
Risk management strategies and precision audit services to elevate business compliance and operational efficiency, safeguarding against financial pitfalls.



Ascend reliably handled my taxes and set up a solid financial plan. Felt very secure and informed throughout. They really know their stuff!



Tried several advisors before, but Ascend’s blend of financial planning and business strategy really stands out. Solid advice, visibly better outcomes.



Ascend's audit service is efficiently executed, thorough, and reliable. Their risk management strategies are proactive, providing peace of mind with minimal fuss.
FAQs
Key Answers for Your Tax Planning and Financial Queries
What sets Ascend Advisory apart from other tax consultants?
Ascend Advisory excels in personalized service, understanding each client's unique financial needs, and offering proactive, customized solutions.
Can you help with both personal and corporate tax needs?
Absolutely! We offer comprehensive tax services for both individuals and businesses of all sizes. Our team is equipped with the necessary expertise to handle complex tax situations, ensuring that both your personal and corporate tax obligations are met efficiently and effectively.
What should I bring to my initial consultation with you
Bring relevant financial documents like previous tax returns, income statements, and investment reports
How often will we review my financial plans and strategies?
We usually conduct annual reviews, but can schedule more frequent reviews if needed.
Do you offer support with IRS audits and disputes?
Yes, we provide full support if you are selected for an IRS audit or if there are disputes regarding your tax filings. Our team is skilled in audit representation and will work diligently to advocate on your behalf, aiming to resolve issues promptly and favorably.
What measures do you take to keep my financial information secure
We employ robust security measures, including secure data storage systems and strict confidentiality protocols to protect your data