Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Free: $0. Pro: $12.99/month or $99/year (save 36%).
Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
Key features
Automatic brokerage sync through SnapTrade on Pro
Manual entry of bank, retirement, and cash balances
Keyless crypto wallet tracking by public address
Ask Ascend AI copilot for portfolio questions
Time-weighted returns vs. S&P 500 benchmark
Retirement projection with Monte Carlo scenarios
Weekly Rundown portfolio report on Pro
Up to 10-stock Watchlist with research on Pro
Real estate tracking with FHFA estimates
Connect financial accounts securely with read-only access
AI-powered financial forecasting and scenario planning
Dedicated CPA for tax planning and filing
Dedicated Financial Planner for retirement and wealth management
Tracks for organizing financial projects and decisions
Estate and beneficiary planning coordination
Multi-state and international tax coverage options
What makes it different
Read-only design means Ascend cannot trade or move money
No private keys ever required for crypto tracking
Data encrypted at rest with separate key protection
Financial data never sold to advertisers or brokers
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Ascend
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