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Thank you for visiting our website.

Ascend Financial Management 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, 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 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:

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

We've moved! See our new address below.


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

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