# Ascend Tax & Advisory Firm

- **Website:** <https://ascendtaxadvisory.com>
- **Primary alias:** `ascendtaxadvisory.com`

## Description

Ascend Tax & Advisory is a tax, accounting, and financial advisory firm based in Columbia, Maryland, serving individuals, families, and small businesses across the United States through secure virtual services. Founded by Sandy Shao, an IRS Enrolled Agent and CFA charterholder with master’s degrees in finance and accounting, the firm draws on more than 20 years of experience in tax, accounting, consulting, and corporate leadership. Its services include monthly and quarterly bookkeeping, account reconciliations, financial statements, payroll processing, and year-end support. The firm also prepares individual and business tax returns, including multi-state filings and foreign income reporting, and provides year-round tax planning and international tax guidance. Additional offerings include fractional CFO support for budgeting, forecasting, cash flow, and profitability; retirement planning focused on tax-efficient strategies; and estate tax planning, wealth transfer guidance, and trust and will reviews. Ascend Tax & Advisory emphasizes clear, dependable advice and proactive planning, helping clients make informed financial decisions. Services are available in English and Chinese, with virtual meetings and secure document uploads.

## Industries

- 💰 Finance
- 💰 Accounting and Auditing _(under Finance)_
- 📊 Business and Consumer Services
- 📊 Business Services _(under Business and Consumer Services)_

## Links

- [linkedin](https://linkedin.com/company/ascend-tax-advisory-firm)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idf7o4or9n/w/768/h/240/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791830882518)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idf7o4or9n/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791830882798)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Tussock | #b58341 | accent |
| Big Stone | #182b40 | dark |
| White | #ffffff | light |

## Fonts

- -apple-system — asset _(system)_
- -apple-system — asset _(system)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idf7o4or9n/w/400/h/67/idpeOxkO-R.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791830882610)

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_Source: <https://brandfetch.com/ascendtaxadvisory.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._