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Exclusive Tax Preparation Services for Business Owners & Investors

Protect Your Wealth, Maximize Your Returns, and Minimize Your Tax Liability

At Ascent Tax Advisers, we specialize in serving high net worth individuals, business owners, and investors who require advanced tax strategies to protect and grow their wealth. Our team of experienced tax professionals understand the complexities of tax planning and wealth management. We are committed to delivering personalized, tax efficient solutions that align with your unique financial goals.

Why Partner With Us?

  • Tax Planning for Business Owners & Investors. Whether you are structuring your business or optimizing your investment portfolio, we’ll craft tax efficient strategies to help you achieve your financial objectives while minimizing your tax expense.
  • Expertise in High Net Worth Tax Planning. Our tax professionals have many years of experience working with high net worth clients, offering in depth knowledge of tax laws, wealth preservation, and estate planning strategies.
  • Discreet, Personalized Service. We understand the unique needs of high net worth clients and provide an elevated level of service, always ensuring your privacy and discretion.
  • Comprehensive Tax Solutions. We provide a full suite of tax services to meet the needs of business owners and investors, from individual tax returns to complex business returns.
  • Tailored Tax Strategies for Wealth Preservation We help you design tax strategies that align with your long term financial goals, focusing on reducing tax liability while growing and protecting your wealth.
  • Estate & Trust Planning Ensure the future of your estate and protect your legacy with our estate and trust tax services, helping you minimize estate taxes and maximize wealth transfer to heirs.

Our Tax Preparation Services Include:

  • Personal Tax Returns (Form 1040, 1040 SR) for High Net Worth Individuals. We specialize in complex tax filings for individuals with multiple income streams, including investments, capital gains, business income, and more.
  • Business Tax Returns (LLC, S Corp, C Corp, Partnerships). Tailored solutions for business owners to optimize tax structure and reduce liabilities, whether you’re a single member LLC or a multimillion dollar corporation.
  • Estate and Trust Tax Preparation & Planning. Protect your legacy with estate planning services that help reduce estate tax exposure, including gifting strategies, charitable donations, and tax efficient trusts.
  • Tax Audits & Representation. We’ll represent you in case of IRS audits and resolve tax disputes, offering peace of mind during potentially stressful situations.
  • Tax Strategy Consulting. Beyond tax filings, we offer tax strategy consulting, including tax deferral strategies, retirement planning, and maximizing tax credits and deductions.
  • Investment Tax Planning. Ensure your investment portfolio is tax efficient, including stocks, bonds, real estate, and alternative investments, while minimizing tax on ordinary income and capital gains.
  • International Tax Services. For clients with global interests, we provide international tax consulting to ensure compliance and minimize the impact of foreign income.

How We Work

  • Schedule a Confidential Consultation. Connect with one of our experienced tax professionals to discuss your unique tax situation and financial objectives. We’ll provide tailored advice and a clear roadmap to achieve your goals.
  • Secure Document Submission. Submit your tax documents via our secure, encrypted online portal. We ensure your sensitive financial information is handled with the highest level of security.
  • Expert Tax Preparation & Strategic Filing. Our tax professionals prepare your tax returns with precision, utilizing the latest tax laws and strategic approaches to minimize your tax burden and maximize your returns.
  • Continuous Tax Strategy and Planning. We don’t just prepare your taxes; we actively plan for your future, helping you make strategic decisions throughout the year to minimize your tax liability.

Ready to Protect Your Wealth and Reduce Your Tax Liability?

Schedule a Confidential Consultation with one of our expert tax professionals to discuss how we can help you optimize your tax situation and protect your financial future.