Online Accounting & Tax Preparation: Enrolled Agent Services
Advisory & Tax Services
we are good at what we do
We are here to assist
In life and business, the person with fewest blind spots wins.
I started my own financial services firm to help people avoid problems.
Contrary to what we’re led to believe, thinking better isn’t about being a genius.
You’re in business to have more control over your life and time; to earn more money than you could on a job.
Otherwise why work so hard?
The problem is that people reject the simple to make sure what we offer cannot be contributed by someone else.
“Most geniuses – especially those who lead others – prosper not by deconstructing intricate complexities but by exploiting unrecognized simplicities.”
We exploit unrecognized financial simplicities.
Our goal is to help small businesses win by avoiding financial stupidity as a way to achieve financial brilliance.
We view every client relationship like a partnership, and truly believe that my success is a result of your success.
We’ve helped our clients save for a dream home, start a home-based business, shave thousands off tax bills, and found lost assets. Service needs are either compliance or one-size fits all.
You’re not in business to supply a flood of paperwork to the government.
Taxpayers want more than tax preparation or tax compliance. They want a trusted-advisor to help them navigate the waters as they steer their economic ship, a family money doctor, and someone to lead their business forward.
At Ascension Financial, we look at your entire financial fingerprint. We believe in reaching our goals together.
What We Do Best
Individuals & Families
Small Businesses & Non-Profits
We Will Help You Every Step Of The Way
People come to us for our expertise but what we do is all about getting you to where you want to be.
Accounting Software Professionals
We rescue you helicopter style (Not literally, we're accountants!) by doing a "review" of your QuickBooks and business workflow to get you from point A to B. So you can finally bring home the bacon, kale or whatever you want (ahem money).
Whether you need help in small ways or big ways, we have options to fulfill what is important to you. Filing a tax return late, owing the IRS, or filing an amended tax return are some of the services people have invited us to do. We invite you into our firm as people first.
IRS Tax Notice Letters
We have the privilege of serving as an intermediary between the tax agencies in all 50 states. We respond to CP2000, IRS notice of deficiencies, tax liens and tax audits. Our tax problem solvers are here to help.
Unlike other places - we don't close at the end of tax season. We are your family's money doctor. Dealing with finances shouldn't end at filing a tax return or creating a spending plan. That's why we're open year-round.
We provide you with bespoke, hands-on business consulting so you don't spend endless time scanning the Internet for an answer. Our practitioners are required to invest in continuing education in order to maintain their licenses. This means is the fees you pay are invested in quality training to better serve you.
Always Near You
As a cloud-based firm, privacy and security is of upmost importance. Virtual services with bank level security and encryption allows secured access to your private financial data in a streamlined way and almost instant contact capabilities.
we have no limits
Why Choose Us
You can’t change your destination overnight, but you can change your direction
We help people better understand the numbers without getting bogged down with complexity and jargon.
We work with you to shift mindset, your time and focus on what you value. We care about what you care about.
We unravel your why before we add in work requiring an expertise.