Intentionally Integrated Support.

​A Concierge Tax Experience.

 

At Ascendance Consulting, we believe high-performing businesses deserve a tax process that is proactive, not reactive. To provide the highest level of service, we have brought the tax preparation process in-house.

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Ascendance Consulting now handles your full tax preparation, strategy, and data compilation directly. We then partner with Ronald K. Jones, CPA—an established firm where Jacqueline Elizabeth holds a leadership role—to conduct the final regulatory review and execute the official filing.

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This "concierge" approach ensures you work almost exclusively with the advisor who knows your business best, while still retaining the compliance security of a CPA firm.

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How the Relationship Works

 

We have streamlined the process to ensure you have one point of contact for your financial life.

 

Ascendance Consulting (Your Primary Lead):

• Preparation: We handle all data collection, organization, and tax return preparation.

• Strategy: We analyze the return for tax-saving opportunities and future planning.

• Communication: We are your direct line for questions, document requests, and strategy calls.

• Advisory: We ensure your tax outcome aligns with your broader business goals.

 

Ronald K. Jones, CPA (The Compliance Partner):

• Filing: Executes the official electronic filing with the IRS and state agencies.

• Compliance: Provides the final CPA-level review to ensure regulatory adherence.

• Support: Acts as the technical filing entity behind the scenes.

 

The Result: You enjoy a seamless, high-touch experience without the friction of managing multiple firms.

 

Why This Integration Matters

 

Many business owners experience tax preparation as a disconnected, once-a-year event where they have to re-explain their business to a stranger.

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By keeping the preparation within Ascendance Consulting, your taxes are prepared by the same team that watches your numbers year-round.

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Clients benefit from:

• Zero Learning Curve: We already know your books, your major purchases, and your goals.

• Proactive Strategy: We catch opportunities during the year, not just at tax time.

• Efficiency: No "middle-man" delays. We prep the return and coordinate the filing instantly.

• Privacy & Comfort: You work with the advisor you trust, not a pool of seasonal staff.

 

A Unified Financial Picture

 

Because Jacqueline Elizabeth leads the preparation process through Ascendance and coordinates the filing through Ronald K. Jones, CPA, your financial picture is viewed holistically.

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That means:

• One Conversation: You discuss your books, your budget, and your taxes in the same context.

• One Data Request: We don't ask for documents we already have.

• One Strategic Vision: Your tax strategy supports your business growth, rather than hindering it.

 

Who This Is For

 

This concierge structure is designed for:

• Executive & Strategic Subscribers who want a white-glove experience.

• Wedding and event professionals with complex revenue streams.

• Creative and service-based businesses scaling rapidly.

• Business owners who want clarity beyond compliance.

 

Engagement & Billing

 

To ensure a smooth experience:

• Primary Engagement: You will engage Ascendance Consulting for your Tax Preparation and Advisory services.

• Filing Coordination: Ascendance Consulting contracts directly with Ronald K. Jones, CPA to finalize and file your return.

• Simplified Billing: In most cases, your tax preparation fees will be invoiced directly by Ascendance Consulting, simplifying your vendor list.

 

Note: While Ascendance Consulting manages the preparation, the final return is filed under the credentials of Ronald K. Jones, CPA to ensure full regulatory compliance.