Ascend Tax Advisory Service

Three altitudes. One standard of care.

Each altitude is built for a different level of complexity, not attention. Complexity is how many pillars carry variables that need active monitoring, how deep each runs, and how they shape your income and returns. your entities. your estate. your family’s position. your legacy.

The altitudes of engagement

Three altitudes, one standard of care. Fees are fixed in advance, per tax year.

Altitude one

Accelerator

Annual income $500K to $1M

$10,000 per tax year

Who it fits: Mainly W-2 income, with few other moving parts to monitor.

Service model: Advisory. We set the plan and introduce the partners; you execute.

Meetings: A third-quarter planning meeting; join by June 30 for one more. Two hours of advisor calls; email replies in 3 to 5 business days.

Returns included: Personal return with one state return and one schedule.

Compliance: We explain the records each strategy requires. You prepare and keep them.

The gain is in choosing the right strategy in time.

Altitude two

Coordinated

Annual income $1M to $5M

$25,000 per tax year

Who it fits: Business owners, or W-2 earners whose investments or entities add a real layer of complexity.

Service model: Micro family office. We follow up on every action until you confirm it is complete.

Meetings: Mid-year and third-quarter meetings and a year-end call; join by June 30 for one more. Four hours of advisor calls.

Returns included: Personal return, two state returns, four schedules, and one business return.

Compliance: We explain what is required, you prepare the records, and we review them.

A business adds risk. A second set of eyes protects the position.

Altitude three

Advanced

Annual income over $5M

$50,000 per tax year

Who it fits: Multiple entities, major events, or significantly varying income that need continuous monitoring.

Service model: Fractional family office. Where applicable, we administer your compliance and strategy timetable.

Meetings: Four quarterly meetings and eight hours of calls with Deen Cadi, and a year-end call. Join in Q1 for all four.

Returns included: Personal return, four state returns, four schedules, four simple family returns, and two business returns.

Compliance: We explain what is required, prepare the records, and review them with you.

Complexity is the risk. We carry the administration.

Starting point

Accelerator Lite

Annual income under $500K

$5,000 per tax year

One strategy, presented in one onboarding meeting whenever you join; a personal return with one state and one schedule; email support. Blueprint available for $1,000, credited to next year’s fee.

The estimate

We estimate the saving at engagement; follow the strategy as prescribed and that is what to expect. An estimate, not a guarantee; the value commitment does not apply.

Our value commitment.

At Accelerator, Coordinated, and Advanced, we estimate in writing the value our plan can deliver and accept the engagement only where it is at least three times the fee.

Follow the plan as prescribed and, if that value is not delivered, we refund the advisory fee in full, without being asked.

No fee depends on how a taxing authority treats a return.

How every engagement works

Blueprint first

Your Blueprint measures that complexity and sets your altitude.

One tax year

The fee covers the year you join and that year’s returns, filed the following season.

Value, not time

A fixed fee for the value delivered, never measured in hours or meetings.

Join early, receive more

Reschedule a week ahead; unused meetings lapse December 31.

Investment, insurance, and legal work are handled by licensed partners. We accept no referral fees or commissions.