Expert Tax Solutions to Grow and Safeguard Your Wealth

Elevating Wealth. Securing Generational Legacies.

We design audit proof tax strategies to reduce tax expense and safeguard assets for investors with complex portfolios.

Mission

We deliver clarity through precision. We provide audit proof documentation, year round tactical insight, and compliant execution that turns tax complexities into opportunities for sustainable growth.

Why Ascent Tax Advisers?

Managing a significant investment portfolio or business requires more than filing a return once each year. It requires a partner dedicated to your long term financial security.

Deep Expertise

We specialize in the unique complexities facing investors and business owners. From multistate taxation to large portfolios of stocks, bonds, real estate, and private equity, to fringe benefits, employer sponsored retirement plans, equity compensation, and intricate estate planning.

Secure, Modern Software

Your data security is paramount. We utilize cutting edge software with encrypted, streamlined digital workflows to protect your sensitive financial information while making our collaboration process effortless.

Audit Proof Documentation

We believe in precision. Our team builds defensible positions backed by documentation that stands up to scrutiny from the IRS and state tax agencies, adhering to strict recordkeeping standards to protect your interest.

Comprehensive Financial Reporting

Gain clarity on your performance. We provide business owners and investors with accurate and complete tax and GAAP basis financial statements as well as financial analytics to support high stakes decision making.

Proactive, Year Round Planning

We move beyond reactive filings. We manage a quarterly planning cadence to provide investors with clear visibility into their projected tax liability and help optimize the tax efficiency of their portfolios and operations. For investors, we evaluate asset location, model capital gains and losses, and coordinate contribution and distribution strategies across stocks, bonds, mutual funds, ETFs, private equity, and retirement accounts. For business owners, we evaluate entity structures, retirement plans, employee compensation, and transaction planning to ensure tax outcomes support long term growth.

Tax Resolution

Navigate disputes with confidence. If you are facing IRS notices or audits, our team provides professional representation and practical solutions to place you back in control.

Forensic Accounting

When clarity is critical, we provide investigative precision. We analyze records to reveal the facts behind complex transactions, providing defensible reports for legal or compliance purposes.

Frequently Asked Questions

Why is year round planning necessary for investors?

Investment income and capital gains are subject to complex regulations found in IRS Publication 550. Waiting until tax season to address these issues often results in missed opportunties to structure transactions efficiently. Year round planning allows us to make adjustments in real time.

How do you handle documentation?

The IRS generally requires records to be kept for 3 to 7 years depending on the specific item of income or deduction. We assist you in maintaining robust, audit ready documentation to substantiate every deduction and credit claimed, ensuring you are prepared should any inquiries arise.

Do you work with my other financial advisors?

Yes. We believe in a coordinated approach. We regularly collaborate with your wealth managers, estate attorneys, and trustees to ensure your tax strategy aligns perfectly with your broader financial goals.