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Member of IMA #7958428

Thank you for visiting our website.

Ascend Financial Management Inc. offers exceptional bookkeeping and payroll services coupled with year-end comprehensive tax services for individuals and businesses. We specialize in QuickBooks with a full staff of QuickBooks ProAdvisors, CPAs and Enrolled Agents.

On our website, you will find information about Ascend Financial Management Inc., including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business, Ascend Financial Management Inc. has years of valuable experience assisting professionals with their accounting and tax needs.

We welcome any questions or comments you may have. Feel free to contact us at any time:

In late 2012, Congress agreed to resolve the so-called fiscal cliff with, among other things, various tax changes that were formally adopted in early 2013. These changes and other key developments in the fourth quarter of 2012 are summarized below. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize the impact of those that are unfavorable.

  • (209) 472-7378 Stockton
  • (209) 832-5110 Tracy


We've moved! See our new address below.

  • Ascend Financial Management Inc.
  • 2575 Grand Canal Boulevard
  • Suite 300
  • Stockton, CA 95207

You can also send us a message directly through the Contact page of this website.