Ascend your financial goals with us

The ASCEND Story

Founded and led by CPA, Lori Holland, we are dedicated to guiding our clients on their journey to financial clarity. Business structuring, tax planning, and accounting issues, can be daunting. We are here to help clients face the challenge, change and complexity of the tax law. We want to be a resource for our clients 
and the first call when facing financial decisions because 
every financial decision has a tax implication.   

Peak Values

Peak Values

Compassionate Communication

Financial problems and routine taxes make people tense. We approach every conversation from a place of genuine care and authentically understanding so we can better support you throughout our partnership.

Authentic Collaboration

No advisor can make a good decision for you! We believe in a collaborative approach, working closely with our clients to ensure clear communication and drive mutual success.

Calculated Consistency

Proper financial planning is a never ending process. We utilize tried and true organizational strategies for business structuring, asset management, and tax filing, thus eliminating any need for guesswork.

Our Mission

Is to empower our clients on their financial journey. We provide not only tax expertise and business organization advice, but unwavering support and authentic compassion. Transforming the complexity of the tax law into clear narratives gives our clients the guidance they need to make educated financial decisions. Our goal is to give our clients immense value during our engagement so that they can set their sights on the next peak.  

Our Vision

By championing financial education and offering tailored solutions, we strive to build a resilient network of small businesses and strengthen the backbone of America’s economy. When local entrepreneurs thrive, the whole community flourishes. We’d love to see a world where small business owners have access to the same tools and opportunities that massive corporations have, so we work diligently to even the playing field. 

It’s Time To Find Clarity

Schedule a Consultation

ASCEND Tax, Advisory, and Accounting Services Give You The Path To Your Next Peak

We serve clients across the country remotely. Licensed in Colorado, New Mexico, and Oklahoma and currently serving clients in Arizona, California, Texas, Nevada, Florida, Illinois, Missouri, Wisconsin, Kentucky, Kansas, New York, North Carolina, and Tennessee.
Tax Preparation & Planning Services
Business Advisory Services
Client Accounting Services

Tax Preparation & Planning Services

Ascend offers comprehensive tax preparation and planning services to help our clients navigate the complexities of tax compliance. We ensure accurate and timely tax filings while developing customized tax strategies to optimize financial outcomes. Whether for individuals or businesses, our services are designed to minimize tax liabilities and maximize returns. Remember – It’s not how much you earn, it’s how much you keep.

  • Corporate and Personal Tax Returns and Planning
  • State and Local Income Tax Planning
  • Business structuring
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Business Advisory Services

Ascend’s business advisory services are tailored to empower small and medium-sized enterprises. We provide strategic guidance on business structuring, financial decision-making, and growth strategies. Our team collaborates closely with clients to identify opportunities, mitigate risks, and create a roadmap for long-term success. From startup support to expansion planning, Ascend is your trusted partner in achieving business objectives.

  • Business Structure Analysis
  • Tax Strategy Consulting
  • Financial Analysis and Reporting
  • Budgeting and Forecasting 
  • Risk Management
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Client Accounting Services

Ascend’s client accounting services offer clients a streamlined approach to managing their financial records and transactions. We handle day-to-day accounting tasks, including bookkeeping, payroll processing, and financial reporting, allowing businesses to focus on their core operations. Our goal is to provide accurate, up-to-date financial information to support informed decision-making and financial stability.

  • Quickbooks set-up
  • Payroll set-up
  • Integrate POS system with accounting.
  • Technical Accounting Assistance
Get Guidance

720-454-3897

Monday - Friday from 7am - 5pm

Lori Holland, M.Fin, CPA.

Denver Colorado

LHolland@ascendcpa.tax

Contact me anytime!

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