About Our Firm

For years, Ascend Financial Management has been providing quality, personalized financial guidance to local individuals and businesses. Ascend Financial Management's expertise ranges from payroll and bookkeeping services to more in-depth services such as financial statement clean-up projects and tax return services.

Ascend Financial Management is one of the leading firms in and throughout San Joaquin County. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base grows year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Ascend Financial Management is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Stockton's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Stockton and throughout San Joaquin County. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Ascend Financial Management receive competent and timely advice.

Kimberley E. Washer, EA

(209) 472-7378
kwasher@ascendfinancialmgmt.com

Bill Pollard Jr., CPA

(209) 473-3333

Learn more about Enrolled Agents (EAs)!