Professional Tax, Bookkeeping & Financial Advisory Services

About Us

Ascend Tax & Advisory combines EA, CFA, MSF, and MSA credentials with more than twenty years of experience across tax, accounting, consulting, and corporate leadership. We bring a broad, integrated perspective to every financial and tax decision, and serve clients across the United States through secure, fully virtual services.

Why Choose Us

Professional Credentials

EA + CFA + MSF + MSA — a unique combination of tax, accounting, and financial expertise.

Multi‑State & International Experience

Specialized in complex multi‑state income and foreign reporting.

Virtual Service & Long Term Planning

Secure document upload, virtual meetings, nationwide support, and beyond tax filing — proactive, year‑round tax and financial strategy.

We help clients make confident, informed financial decisions.

Testimonials

Discover what our clients think about our service

“Sandy is responsive, patient, and detail‑oriented. She makes tax and accounting easy to understand."

D. M.｜Small Business Owner

"She handled my complex multi‑state filing with care, clarity, and true professionalism.”

Y. L.｜Multi‑State Income Client

“She resolved my urgent tax issue immediately and has guided me with clear, compliant tax strategies ever since.”

G. X.｜Individual Tax Client

Frequently Asked Questions

Q: Do you work with clients in multiple states?

A: Yes. We support clients across the United States, including multi state income and residency situations.

Q: Do you offer virtual appointments?

A: Yes. We offer fully virtual services and can meet through video or phone at your convenience.

Q: What documents do I need for tax preparation?

A: Our secure tax portal provides a clear checklist of everything you need to upload.

Q: Do you help with overseas reporting?

A: Yes. We assist with foreign income, foreign accounts, and other international reporting requirements.

Q: Do you offer bookkeeping for small businesses?

A: Yes. We provide monthly and quarterly bookkeeping, reconciliations, financial statements, and year end support.

Q: How do your advisory services work?

A: Our advisory services are tailored to your specific needs. We provide guidance as questions arise and help you plan proactively throughout the year.