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Ascend Tax Accounting & Advisory Services, LLC.

Ascend your financial goals with us

Accountant in Denver, CO (show on map)
Google 5.0
★★★★★
8 reviews

CPA firm in Denver serving clients remotely across the country, offering tax preparation, planning, and business advisory services.

Call (855) 544-2665
Navigate to Visit website
Ascend Tax Accounting & Advisory Services, LLC. website

About

Ascend Tax Advisory & Accounting Services is a CPA firm founded and led by Lori Holland, M.Fin, CPA. The firm is dedicated to guiding clients on their journey to financial clarity.

Business structuring, tax planning, and accounting issues can be daunting, but the team is there to help clients face the challenge, change, and complexity of tax law. The goal is to be a resource for clients and the first call when facing financial decisions, because every financial decision has a tax implication. The firm operates remotely, serving clients across the country.

Licensed CPA with Master's in Finance
Remote/virtual services serving clients nationwide
Licensed in Colorado, New Mexico, and Oklahoma
Five-step structured tax preparation process
Values-based approach: Compassionate Communication, Authentic Collaboration, Calculated Consistency

Services

Tax Preparation & Planning

Comprehensive tax preparation and planning services to help clients navigate tax compliance complexities, ensuring accurate and timely filings while developing customized tax strategies to optimize financial outcomes.

Corporate and Personal Tax Returns State and Local Income Tax Planning Business Structuring

Business Advisory Services

Strategic guidance on business structuring, financial decision-making, and growth strategies tailored for small and medium-sized enterprises.

Business Structure Analysis Tax Strategy Consulting Financial Analysis and Reporting Budgeting and Forecasting Risk Management

Client Accounting Services

Streamlined approach to managing financial records including bookkeeping, payroll processing, and financial reporting.

QuickBooks Setup Payroll Setup POS System Integration Technical Accounting Assistance

Credentials & Certifications

Certified Public Accountant (CPA)
Master of Finance (M.Fin)

Reviews

Google
Rating
5
★★★★★
Reviews
8
"She was very professional and worked hard on our behalf."

Frequently Asked Questions

What services does Ascend Tax Advisory offer? +

Ascend offers tax preparation and planning (corporate and personal returns, state and local income tax planning, business structuring), business advisory services (structure analysis, tax strategy, financial reporting, budgeting, risk management), and client accounting services (QuickBooks setup, payroll, POS integration).

Do you work with clients outside of Colorado? +

Yes, while licensed in Colorado, New Mexico, and Oklahoma, Ascend serves clients in Arizona, California, Texas, Nevada, Florida, Illinois, Missouri, Wisconsin, Kentucky, Kansas, New York, North Carolina, and Tennessee. The firm operates fully remotely.

What is the firm culture at Ascend? +

Ascend values compassionate communication, authentic collaboration, and calculated consistency. The team believes in working closely with clients to ensure clear communication and drive mutual success, utilizing tried-and-true organizational strategies.

What are Lori Holland's qualifications? +

Lori Holland is a CPA with a Master's in Finance (M.Fin). She founded Ascend Tax Advisory & Accounting Services to help clients face the challenges, change, and complexity of tax law.

How does the tax preparation process work? +

The process includes five steps: (1) Initial Consultation to understand goals and challenges, (2) Document Preparation with tailored essential documents, (3) Detailed Analysis with meticulous line-by-line examination, (4) Review and Filing with client approval, and (5) Strategic Follow-Up for future cycles.

Contact Ascend Tax Accounting & Advisory Services, LLC.

Ascend Tax Accounting & Advisory Services, LLC.
Website
ascendcpa.tax
Category
Accountant
Wheelchair Accessible
Call (855) 544-2665

Opening Hours

Sunday
–
Monday
07:00–17:00
Tuesday
07:00–17:00
Wednesday
07:00–17:00
Thursday
07:00–17:00
Friday
07:00–17:00
Saturday
–

Location

Location of Ascend Tax Accounting & Advisory Services, LLC., 3121 W 19th Ave, Denver, CO 80204 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Ascend Tax Accounting & Advisory Services, LLC.?

Reach out today to schedule a consultation.

(855) 544-2665

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