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Your tax snapshot

Rough numbers are fine — this powers your dashboard estimate. Federal only, planning estimate.

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Your AI Tax Game Plan

Built from your portal data · general guidance, not formal tax advice — Darian confirms every move.

What Ascend knows about me

As you chat with Ascend AI, it remembers helpful facts — your work, your family, your money moves — so you never have to repeat yourself. You're in control: delete anything and it's gone for good.

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One message, delivered into each selected client's chat thread — email/SMS alerts follow automatically if notifications are on.

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Your savings wins

Your net worth

Round numbers are fine — this powers your dashboard and updates whenever you edit it.

Simulate a change

Your financial twin — see how a decision hits your taxes before you make it. Projection, not a promise.

Your goals

Up to three. Watching the bar fill is the point.

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Filing profile

Two minutes now saves a week of back-and-forth at filing time.

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Ascend AI

Your AI financial advisor — knows your numbers

Hi! I'm here between appointments to help with quick tax questions — withholding, what to keep, life changes, IRS letters, and more. What can I help with?
General guidance, not formal tax advice. For anything specific, Darian's got you.