We believe financial advice is about more than numbers. It is about people, families, and the goals that matter most. Every financial decision has a story behind it, whether it is building a business, planning for retirement, creating opportunities for future generations, or protecting the legacy you have worked so hard to build.
For more than 15 years, our team has partnered with individuals, families, entrepreneurs, and business owners, offering thoughtful guidance through every stage of life. No two clients are alike, so we take the time to listen, understand your priorities, and build strategies that fit your circumstances.
We bring together tax planning, accounting, financial planning, investment guidance, and business advisory services so that every part of your financial life works together. Instead of treating decisions one at a time, we look at the full picture and help the pieces support your long-term goals.
Our work is built on lasting relationships. Many of our clients have trusted us for years, and we now serve multiple generations of their families and businesses. We take that trust seriously, and we aim to be a steady resource through life’s milestones, opportunities, and challenges.
Whether you are growing your wealth, working through an important tax decision, planning for retirement, preparing to transition a business, or preserving a family legacy, we provide personalized advice, attentive service, and the peace of mind that comes from having experienced professionals by your side.
We plan ahead and stay engaged year-round, and we explain every move in plain language. When you succeed, your family, your business, and your future have room to thrive, and that is what drives our work every day.
To give our clients clear advice, attentive service, and comprehensive financial solutions that help them make informed decisions with confidence.
At Ascent Wealth & Tax Advisors, LLC, we value the trust our clients place in us and are committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or engage our firm for tax, accounting, financial, or consulting services.
By using our website, you agree to the practices described in this Privacy Policy.
We may collect information you voluntarily provide, including name, mailing address, email address, telephone number, business information, financial and tax-related information, documents you upload through our secure client portal, information provided through contact forms, appointment requests, or questionnaires.
We may also automatically collect certain technical information, including but not limited to your IP address, browser type, device information, pages visited, date and time of website visits, cookies and similar technologies.
We use your information to:
We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.
These safeguards may include:
While no method of electronic transmission or storage is completely secure, we strive to use commercially reasonable measures to protect your information.
We do not sell your personal information.
We may disclose information only when necessary to:
Third-party service providers are expected to maintain appropriate confidentiality and security standards.
Our website may use cookies and similar technologies to improve website functionality, analyze traffic, and enhance your browsing experience.
You may disable cookies through your browser settings; however, doing so may affect certain website features.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing personal information.
Email communications may not always be secure. Please avoid sending confidential tax, financial, or personal information through unsecured email unless specifically instructed to do so.
Whenever possible, we encourage clients to use our secure client portal for exchanging sensitive documents.
If you receive marketing or informational emails from us, you may opt out by clicking the "Unsubscribe" link included in the email or by contacting us directly. Please note that even if you opt out of marketing communications, we may continue to send you service-related communications regarding your account, tax filings, scheduled appointments, invoices, or other administrative matters.
Certain information may be retained as required by tax laws, professional standards, contractual obligations, or other legal requirements.
Certain service-related or legally required emails are considered "Essential Communications" necessary for us to provide the services you have requested and to fulfill our contractual, legal, and professional obligations. Even if you opt out of receiving marketing or promotional communications, you may continue to receive certain essential communications related to your account or our services.
If you no longer wish to receive these essential communications, you may terminate your engagement with our firm by providing written notice. Certain communications may still be sent after termination when required by law, professional standards, or to complete services already in progress.
We may communicate with clients via text message (SMS) to provide important information related to our professional services. By providing your mobile phone number and opting in to receive text messages, you consent to receive SMS communications from us in accordance with this policy.
By providing your mobile phone number through our website, client portal, engagement documents, or directly to our staff, you authorize Ascent Wealth & Tax Advisors to send text messages regarding your account and the services we provide.
SMS services are available through participating wireless carriers. Delivery is subject to your carrier's network availability and is not guaranteed. Wireless carriers are not liable for delayed or undelivered messages.
We respect your privacy. Information collected in connection with our SMS communications is handled in accordance with our Privacy Policy.
We do not sell or share your mobile phone number with third parties for their marketing purposes.
Your consent to receive text messages is voluntary and is not a condition of purchasing any services. Message frequency will vary depending on your engagement with our firm and the services you receive.
You may opt out of receiving non-essential SMS messages at any time by replying STOP to any text message from us or by contacting our office. After opting out, you will receive a confirmation message, and no further non-essential SMS messages will be sent unless you provide new consent.
Even if you opt out of certain SMS communications, we may still contact you by phone, email, secure client portal, or other reasonable means regarding matters necessary to provide our services, comply with legal or regulatory obligations, protect the security of your account, or complete an active engagement.
We retain client records only as long as necessary to provide services, comply with applicable laws and professional standards, resolve disputes, and enforce our agreements.
We may update this Privacy Policy periodically. Any changes will be posted on this page.
If you have questions regarding this Privacy Policy or our privacy practices, please contact us via the phone number or contact form listed on this website.
Welcome to the website of Ascent Wealth & Tax Advisors, LLC ("Company," "we," "our," or "us"). By accessing or using this website, you agree to be bound by these Terms of Use. If you do not agree with these terms, please discontinue use of this website.
Our website is intended to provide general information regarding our firm and the professional services we offer, including:
Information presented on this website is for informational purposes only and should not be interpreted as legal, accounting, tax, investment, or other professional advice for your specific situation.
Your use of this website, submission of information through a contact form, scheduling of a consultation, downloading materials, or sending us an email does not establish a CPA-client, accountant-client, consultant-client, fiduciary, or other professional relationship.
A professional relationship is established only after both parties have executed an engagement agreement and we have agreed to provide services.
Although we may discuss financial planning, retirement strategies, wealth management concepts, or investment-related topics, Ascent Wealth & Tax Advisors, LLC is not a Registered Investment Adviser (RIA), broker-dealer, or investment adviser unless specifically disclosed in a separate written agreement.
Nothing on this website constitutes:
Any financial planning or wealth management services are educational and consultative in nature unless otherwise provided under a separate written agreement.
Tax laws frequently change, and every taxpayer's circumstances are unique.
Any tax information contained on this website is intended solely for general educational purposes and should not be relied upon as tax advice for any specific individual or business.
You should consult a qualified tax professional before taking action based upon any information found on this website.
Our firm does not provide legal advice.
Any discussion involving business entities, trusts, estate planning, contracts, or legal matters should be reviewed with a qualified attorney licensed in the appropriate jurisdiction.
We strive to maintain accurate and current information; however, we make no representations or warranties regarding the completeness, accuracy, reliability, or timeliness of any content.
Information may become outdated due to changes in laws, regulations, court decisions, or IRS guidance.
All website content, including text, graphics, logos, documents, downloads, images, videos, and other materials, is owned by or licensed to Ascent Wealth & Tax Advisors, LLC and is protected by applicable copyright, trademark, and intellectual property laws.
Content may not be copied, reproduced, distributed, modified, or republished without our prior written permission.
Our website may contain links to third-party websites for your convenience.
We do not control, endorse, or guarantee the content, products, services, or privacy practices of third-party websites and assume no responsibility for them.
If we provide access to a secure client portal, you are responsible for maintaining the confidentiality of your login credentials.
You agree to notify us immediately if you believe your account has been compromised.
Electronic communications, including email and text messaging, may not always be secure.
Whenever possible, confidential documents should be transmitted through our secure client portal.
To the fullest extent permitted by law, Ascent Wealth & Tax Advisors shall not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising from:
Your sole remedy for dissatisfaction with this website is to discontinue its use.
Professional services involve judgment based on facts and circumstances unique to each client.
We do not guarantee any particular tax outcome, financial result, savings amount, audit result, business outcome, or investment performance.
Past results do not guarantee future outcomes.
Users are responsible for complying with all applicable federal, state, and local laws regarding the use of this website.
These Terms of Use shall be governed by and construed in accordance with the laws of the State of Washington without regard to its conflict of law principles.
Any legal action arising from the use of this website shall be brought in a court of competent jurisdiction located within that state unless otherwise required by applicable law.
We reserve the right to modify these Terms of Use at any time without prior notice.
The revised version will become effective upon posting to this website.
If you have questions regarding these Terms of Use or any of our website disclosures, you can contact us through the Contact Us page provided on our website.
