BUILD YOUR
LEGACY.
In Taxes. In Business. In Your Future.
Whether you need trusted tax preparation or you're looking to enter, grow, or scale within the tax industry, Ascendant Legacy Financials provides professional services, education, resources, and support designed to help you move forward with confidence.
Want to learn more about partnership opportunities first? Join a Live Information Session →
Professional Tax Services Built Around You
Ascendant Legacy Financials provides professional tax preparation for individuals and businesses with a focus on accuracy, clear communication, personalized support, and helping clients understand their tax situation with confidence.
- Free Tax Estimates
- Individual Tax Preparation
- Business Tax Preparation
- Advancement Loans up to $7,500 (if eligible)
- Audit Protection
- Client Support & Guidance
- Year-Round Tax Resources
Build, Grow, or Scale Your Tax Business
Whether you're entering the tax industry for the first time or already preparing returns and ready for your next stage of growth, Ascendant Legacy Financials offers four partnership paths designed to support different business goals.
PTIN Partner
ERO Partner
Reseller Partner
Service Bureau Partner
Want to Learn More Before Choosing?
Join Ascendant Legacy Financials live to learn how the partnership paths work, what support is provided, and how to determine which direction best aligns with your goals.
Why Choose Ascendant Legacy Financials
The same standards apply whether we are preparing your return or supporting your business.
Accuracy and Integrity
Careful, professional work and clear communication at every step.
People-First Service
Real relationships with clients and partners, not transactions.
Education and Guidance
We help you understand your taxes or your business path with clarity.
Year-Round Support
We stay available long after filing season ends.
Built With Purpose. Designed for Growth.
Ascendant Legacy Financials was built out of a genuine love for helping people. Families deserve tax preparation they can trust, and aspiring tax professionals deserve a real path forward with education, mentorship, and support behind them.
Founded and led by Dilce Pontes, the firm exists to make taxes easier to understand and to create opportunities for the next generation of tax professionals.
Dilce Pontes
Founder & Chief Executive Officer
Your Next Level Starts Here.
Want to learn more first? Register for a Live Information Session.