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Two Men Shaking Hands

Welcome

Welcome to Ascend Finance. We strive to be your trusted partner in navigating the complex realms of tax, accounting, and financial decision making.

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We Provide​

Business Service:

  • Bookkeeping

  • Payroll

  • Tax Preparation

  • Tax Advisory

  • CFO Service

Individual Service:

  • Tax Preparation

  • Tax Advisory

  • Retirement Planning

  • Estate Planning

  • Other Service

Business building
Get to Know Us

Welcome to our world of expertise and experience. We are CPA, CFA, IRS Enrolled Agent, MSF and MSA. Our credentials are a testament to our dedication to providing top-tier financial guidance and bring a diverse wealth of knowledge to the forefront.

 

With more than twenty years of experience in public accounting, consulting, and corporate leadership across various industries such as investment, real estate, insurance, and retirement operations, we have the expertise to guide you through complex financial situations.

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We are dedicated to guiding you through your financial journey with steadfast support and comprehensive advice. We believe in building solutions on the strongest foundations, ensuring that every recommendation we provide is rooted in reliability and expertise.

Business collaboration made easy
Our Mission

We aim to streamline your operations by managing accounting, payroll, and tax-related services, freeing you from the burdensome tasks of daily administration. This enables you to concentrate your energies on expanding your business.

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We strived to optimize your financial outcomes by providing insightful tax and business advisory suggestions that benefit both your business and personal finances.

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We alleviate your worries by charting a clear path to improve your financial well-being, offering guidance and support every step of the way.

We Help You Achieve

Time Saving

Lower Stress

Business Success

Money Saving

Higher Clarity

Personal Wellbeing

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