Apply to Become an Ascent Tax Client
If you're ready for tax assistance, we'd love to invite you to apply for a FREE 30-minute session. We'll have a relaxed conversation where we get to meet you and you get to meet us. We'd love to learn all about where you've come from, where you are now, & discover together whether working with us will help get you where you want to go!
Our basic tax preparation package starts at $250 and includes one federal and state return. Final fees will depend on the complexity and range of services needed. To see more about our process and the tax services we offer, visit the "Services & Fees" section of our website.
This FREE session includes:
- 30 minutes of one-on-one time with a Tax Preparer.
- A brief overview of your current situation - strengths, weaknesses, threats, & areas of opportunity.
The questions below are personal but they provide us awareness as to where you are financially and in life. This information helps us come to our call prepared to give you relevant insight and advice.
Oh, and please don't feel shy or insecure about your current financial situation. We always prefer a genuine conversation to one that is not so please don't feel like you have to come to our meeting with "your best financial foot forward." After all, that's why we're here!
After you fill out the form below, depending on the results of your application, we will reach out to you within a few business days for the next step.
We're looking forward to getting to know you better!
-Zechariah at Ascent 😊
*IMPORTANT: Unfortunately, If you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations. We can, however, work with U.S. citizens or residents who live abroad!
First & Last Name
Spouse/Partner Last & First Name (if applicable)
Spouse/Partner Phone Number
How did you find out about us?
Check all that apply to you or your spouse:
I lived or worked in multiple states last year.
I own a rental property.
I own a small business.
I have a high volume of capital gain/loss transactions from trading.
I have foreign assets/bank accounts.
I own cryptocurrencies and did so in the past year.
I sold some of my crypto in the last year.
I bought a house in the last year.
I am a student and had education-related expenses in the past year.
I graduated college in the last year and started working.
I have partnership or trust interests.
I have dependents/children.
I got married in the last year.
I am a dependent.
Does anyone else need to be on this call for you to make a decision about moving forward?
If you answered yes to the question above, who?
Send me a copy of my responses.
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