Additional information

Mission statement:

Our mission is to help clients maintain financial viability in the
present while taking a proactive approach to achieve future
goals. Our firm is dedicated to meeting these goals with high
standards of excellence and professionalism.

Overview:

Since 1984, our firm has been providing quality, personalized
financial guidance to local individuals and businesses. Our
expertise ranges from basic tax management and accounting
services to more in-depth services such as reviews,
compilations, and financial planning.

We provide a wide range of services to individuals and
businesses in a variety of industries. We strive to meet
each client’s specific needs in planning for the future and
achieving their goals in an ever-changing financial and
regulatory environment. Our professional services include
but are not limited to:

        Tax Management Services
        Assurance and Advisory Services
        Estate and Trust Planning and Tax Preparation
        Bookkeeping/Write-up
        Accounting Software Selection, Implementation, and Support
        Payroll Services
        Financial Projections and Forecasts
        Accounting Services
        Reviews and Compilations
        IRS Representation
        Sales tax
        Entity Selection and Restructuring
        Computer Consulting
        Cash Flow and Budgeting Analysis
        Business Valuation
        Mergers, Acquisitions, and Sales

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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