Tax · Accounting · Financial & Retirement PlanningClient Portal · Mon to Fri, 8:30 to 5:30
Ascent Wealth & Tax Advisors Ascent Wealth & Tax Advisors
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Ascent Wealth & Tax Advisors

What We Do

Tax Planning & Tax Preparation

We go far beyond simply preparing individual and business tax returns. At Ascent Wealth & Tax Advisors, we focus on proactive tax planning and strategic tax reduction, helping you keep more of what you’ve worked hard to earn. Our team stays ahead of ever-changing tax laws, giving you early access to new opportunities before most people even know they exist. By modeling both current and future tax scenarios and aligning them with your overall financial strategy, we empower you to make smarter, more profitable decisions year-round. If you’re ready to take control of your tax situation and uncover personalized ways to reduce your tax burden, our team is just a phone call away.

Your time is your most valuable resource, and when you’re busy running a business, there’s never enough of it. That’s why having a dedicated team of tax specialists in your corner can make all the difference. At Ascent Wealth & Tax Advisors, we help you confidently navigate an increasingly complex tax landscape. From proactive, multi-year tax strategies to ongoing preparation and compliance, our experienced CPAs understand the challenges that come with business growth and rising income. We translate complexity into clarity, uncover valuable tax-saving opportunities, and help protect what you’ve built, without overwhelming you with confusing accountant jargon.

Financial & Retirement Planning

At Ascent Wealth and Tax Advisors, our financial planning services are designed to bring clarity, confidence, and long-term strategy to every part of your financial life. We take a holistic approach, combining personalized financial planning with disciplined investment management and tax-efficient strategies to ensure your money is working as effectively as possible. By taking the time to understand your goals, lifestyle, and risk tolerance, we create tailored plans that support your growth today while protecting your future. Whether you’re building wealth, preparing for retirement, managing complex tax situations, or planning your legacy, our team provides proactive guidance and transparent advice every step of the way. With a focus on simplifying complexities and identifying opportunities, Ascent Wealth and Tax Advisors empower you to make informed decisions and move forward with purpose, stability, and peace of mind.

Accounting

Business Accounting & Bookkeeping

Your time is one of your most valuable assets, so why spend it buried in bookkeeping? Relying on your bank balance alone can give you a false sense of security and lead to costly blind spots. Accurate, up-to-date financials provide the clarity you need to make smarter decisions, plan ahead for taxes, and confidently scale your business. Let us take care of the numbers behind the scenes, so you can stay focused on what truly matters, running your business, increasing efficiency, and maximizing your profits.

Account Reconciliation

At Ascent Wealth & Tax Advisors, we deliver meticulous account reconciliation and reliable monthly bookkeeping services designed to keep your financial records accurate, organized, and stress-free. With our support, you’ll always have a clear picture of where your business stands, empowering you to make informed decisions and stay focused on growth without getting lost in the details.

Financial Statements

We provide a complete and comprehensive set of financial statements tailored to support your business success. From Balance Sheets and Income Statements (Profit & Loss) to Cash Flow Statements and Statements of Retained Earnings, our reports give you a clear, structured view of your financial health. With this level of insight, you can confidently evaluate performance, identify opportunities, and make strategic decisions that move your business forward.

Cash Flow Management

Cash flow issues don’t just create stress, they can quickly escalate into serious problems that threaten the survival of your business. The key to staying ahead is having a clear and consistent cash flow projection. Our team works with you to develop and maintain accurate forecasts, giving you better visibility into your incoming and outgoing funds so you can anticipate challenges, seize opportunities, and plan with confidence.

Bank Financing

Applying for a business loan without proper preparation can unintentionally signal risk to lenders and reduce your chances of approval. A well-prepared financial profile, backed by organized records and professional guidance, can make all the difference. We help you present your business in the strongest possible light, ensuring your application is clear, credible, and positioned to secure the financing you need to grow.

Non-Profit Organizations

Ascent Wealth & Tax Advisors also specialize in supporting nonprofit organizations by ensuring their tax-exempt status is properly established and consistently maintained. We handle all necessary IRS filings and compliance reporting, so you can stay focused on your mission and impact, without the burden of navigating complex regulatory requirements.

Retirement & Estate Planning

Retirement Succession

Preparing for the future of your business isn’t just important, it’s essential to preserving everything you’ve worked hard to build. A well-structured succession plan ensures your company continues to thrive, even as leadership transitions from one generation to the next. As you approach retirement or consider your next chapter, we work closely with you to explore your options, evaluate opportunities, and design a strategy that aligns with your vision. Our goal is to provide you with a clear, confident path forward, ensuring long-term continuity, stability, and success for your business.

Estate Planning

Planning for the future of your estate is one of the most meaningful steps you can take, for yourself and for the people who matter most. Navigating this process alone can be overwhelming, time-consuming, and costly, especially without a clear understanding of your legal and financial options. Even small oversights can lead to significant complications down the road.

Estate planning doesn’t have to feel complicated or intimidating. Your situation is unique, and your plan should reflect that. We take the time to understand your financial goals, personal wishes, and long-term priorities, helping you build a plan that truly represents what matters most to you. From defining your intentions to ensuring the right structures and documents are in place, we guide you every step of the way with clarity and care.

Insurance & Employee Benefits

Life Insurance

Life insurance does far more than provide basic protection, it serves as a powerful financial foundation and a versatile strategic tool for businesses of all sizes. Beyond safeguarding your company against unexpected loss, it can help protect business partners, secure the future of key employees, and provide lasting financial support for their families. It can also be used to strengthen your overall benefits package, making your business more attractive to top talent. With the right life insurance strategy in place, you gain not only protection, but the confidence to operate, grow, and compete at a higher level.

Disability Insurance (DI)

Disability Insurance (DI) is a critical component of a well-rounded risk management strategy. It provides businesses with a practical way to protect both their employees and their day-to-day operations. In the event that an employee is unable to work due to a qualified disability, DI helps replace a portion of their income, easing financial strain during an already challenging time. For employers, this added layer of protection supports workforce stability, promotes continuity, and enhances the value of your overall benefits offering, reinforcing your commitment to your team’s well-being.

SEP IRA, SIMPLE IRA, Payroll Deduction IRA, 401(k), and Defined Benefit Plans

Choosing the right retirement plan for your business can feel overwhelming, but good guidance makes all the difference. At Ascent Wealth & Tax Advisors, we help you evaluate and implement the plan that best aligns with your goals. Whether it’s a SEP IRA with employer-only contributions, a SIMPLE IRA that allows both employer and employee participation, or a payroll-deduction IRA funded solely by employees, we break down your options clearly. For businesses seeking more flexibility, a 401(k) offers employee contributions with optional employer matching, while defined benefit plans provide structured, employer-sponsored retirement income and often deliver significant tax advantages. We help you select and structure the right plan to support both your business and your team.

Education

Investing in your employees means investing in their future, and their families’ futures as well. A payroll-deduction 529 education savings program is a simple yet meaningful way to offer that support. Employees can contribute directly from their paychecks into a 529 plan, making saving for education easy and consistent, without requiring any employer contributions. Even better, the account stays with the employee if they change jobs, with no rollovers or disruptions. It’s a flexible, low-maintenance benefit that adds long-term value and demonstrates your commitment to your team beyond the workplace.

Consulting

Our consulting services help business owners make informed financial decisions with confidence. We offer clear insights and practical guidance to strengthen operations, improve cash flow, and support long-term growth. From budgeting, cash-flow planning, and understanding your financials to entity structure reviews and audit support, we provide objective advice tailored to your business needs. Whether you’re evaluating new opportunities or navigating complex accounting or tax matters, we’re here as your trusted advisor every step of the way.