Every Financial Decision Has A Tax Implication
Ascend uncertainty with our tax, advisory, & accounting services
Ready For The Next Peak In Your Personal & Professional Finances?
Let’s Elevate your Tax Strategy & Accounting Experience!
ASCEND With Us!
Our Process:
ASCEND is dedicated to transforming your journey into an enlightening experience, offering clarity, steadfast support, and result-oriented expertise. With ASCEND, you’re not stuck navigating the complexities of the financial world alone; you’re partnering with experienced professionals committed to your financial climb.
Our proven process helps us take you from financial fear to financial clarity:
Initial Consultation
We initiate the journey by understanding your financial landscape and aspirations. A thorough conversation helps us identify your goals and challenges, concluding with a strategic engagement letter that outlines the roadmap to financial success.
Document Preparation
With a clear understanding of your objectives, we formulate a preliminary plan and furnish you with the essential documents tailored to your specific needs, requiring prior-year tax returns to customize our approach to align with your unique financial scenario.
Detailed Analysis
We delve deep into every financial detail, conducting a meticulous, line-by-line examination to ensure the precision of every piece of data compiled. For businesses, our scrutiny is intensified, addressing every facet of your financial structure.
Review & Filing
Once the analysis is complete, we present the results for your review and clarification. After obtaining your approval, we proceed with filing, ensuring you are well-informed and confident in every decision made throughout the journey.
Strategic Follow-Up
As we conclude, we strategize for the upcoming financial cycles, thus preparing you for future challenges and opportunities. This step finalizes the current financial period and sets the stage for continued financial growth and success.
Ready To ASCEND Your Uncertainty?
Financial Confusion Can Feel Unsurmountable…
You’re not alone! We get asked questions like these all the time:
When starting a business, an understanding of the intricacies of financial implications is imperative. The last thing you want is to start out on the wrong path by incorporating as an unconducive entity.
Operating a successful business long-term requires attention to asset management, insurance planning, payroll providing, and many other moving parts. Don’t worry if you don’t have it all dialed, we’re here to help.
Wouldn’t it be great to have a grasp of some likely scenarios? We provide our clients with personal and professional financial projects so you can properly prepare for tax season.
If you have a sophisticated asset structure, a nuanced approach is required to navigate an efficient tax filing. Our extensive experience enables us to give you an optimal tax outcome.
Testimonials
Lori and her team have been incredibly supportive. I am the founder and executive director of a start-up nonprofit. They offered me a fair price based on our annual revenue and have been incredibly responsive with their communication. Lori is personable, professional, and trustworthy. She is prompt in responding to questions, filing our 990, and meeting with our team whenever that is needed. I would highly recommend her services to anyone!
Daniel Mazur
Soul Stories Denver
Ascend/Lori Holland has been such an amazing asset to Rock Plumbing, Heating, and Air Conditioning, inc. Lori quickly picked up the reins and took over our accounting after years of questionable practices from another firm. We rely on her for accounting/payroll advice throughout the year and she is always available for questions. Lori gives me, the company accountant, the confidence I need to provide clean books and follow legal guidelines for Rock. She is not afraid to challenge me and to make sure we are following the rules. We are extremely grateful to Lori and her team, and would gladly recommend them to anyone needing a CPA.
Shelly Sakamoto
ROCK Plumbing, Heating, & Air Conditioning
I’ve had the pleasure of collaborating with Lori for numerous years on my tax matters. Despite being located in Arizona, she simplifies the process of securely sharing all the required business documents. Lori and her team consistently demonstrate exceptional professionalism and attention to detail, not to mention her thoughtful and considerate nature.
Roxanne Smith
Homes By Roxanne
720-454-3897
Monday - Friday from 7am - 5pm
Lori Holland, M.Fin, CPA.
Denver Colorado
LHolland@ascendcpa.tax
Contact me anytime (but preferably before filing)!