Trusted Advice through Life's biggest financial transitions.
Whether you are building a business, planning your legacy, or serving as an executor or trustee, you'll have an experienced advisor to guide you every step of the way.
Business Advisory|Tax planning|Estate & Trust
Ready For The Next Peak In Your Personal & Professional Finances?
beyond tax returns. guidance for every stage of life!
ASCEND With Confidence!
Our Approach:
Whether you’re growing a business, planning for retirement, navigating the loss of a loved one, or taking on the responsibilities of an executor or trustee, our role is to provide clarity during life’s most important financial transitions.
Our proven process helps us take you from financial fear to financial clarity:
discover - we listen first
Every engagement begins with understanding your story. We discuss your goals, your concerns, and the financial decisions ahead so we can develop the right strategy - not just prepare another tax return.
organize - bringing clarity to complexity
Whether gathering tax documents, organizing estate records, or evaluating your business or financials information, we create a clear roadmap.
advise - guidance you can trust
We provide proactice tax planning, estate and trust guidance, and strategic financial advice tailored to your unique circumstances, helping you make informed decisions with confidence.
partner - supporting you through every transition
Financials desicions don't end when a tax is filed. We are here as your trusted advisor through business growth, retirement, estate administration, and the next chapter of your financial journey.
guidance beyond the tax return
Financial decisions don't stop after filing season. We're committed to providing year round guidance tailored to your evolving needs.
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)!