Accuracy,
Integrity,
Communication
We help real estate investors, entrepreneurs, and high‑income families make confident financial decisions—blending deep tax expertise with data‑driven systems to reduce risk and optimize long‑term wealth.
Trusted tools: QuickBooks · Drake Tax · PriceLabs · OwnerRez
Proactive planning for filings (1040/1120/1065), real‑estate structures, and advisory.
What We Do
Compliance plus strategy—delivering accurate filings and clear guidance for smarter decisions.
State & Federal Taxation
All 50 States & International Subsidiaries.
Business Formations
LLC, S‑Corps, C‑Corps..
Sales Tax & Property Tax
Local forms & personal property tax.
Consulting
Fractional CFO services and planning.
QuickBooks Monthly Financials
Timely reports and reconciliations.
Founder Bio
Ascent’s founder – AJ Goyal, CPA – attended a global Tier 1 College — the University of Illinois at Urbana-Champaign — earning his Bachelor’s degree & finished an MBA at their Chicago campus.
His career began at Ernst & Young – a global “Big 4 Public Accounting Firm” where he gained deep technical expertise working the gamut from billion-dollar publicly listed companies such as Canon, down to privately held real estate organizations with revenues of $10M and up. There, he handled everything from AR analysis to SOX Testing of Internal Controls, building a strong foundation in financial reporting and tax compliance.
AJ later rotated through major real estate companies, including Pulte Homes and Jones Lang LaSalle, where he mastered complex corporate accounting topics such as parent–subsidiary structures, depreciation strategy, tax savings optimization & international transfer pricing.
Leveraging this experience, AJ founded Ascent Tax & Advisory, a CPA practice
delivering high-impact tax strategies to help investors & owners save thousands of dollars, in an ethical manner. He combines deep fluency in 1040, 1120, and 1065 returns with sophisticated modeling for real estate investors, entrepreneurs, and high-income families seeking to maximize legitimate deductions and long-term wealth.
Whether supporting a growing business, optimizing a rental portfolio, or planning multi-generational wealth strategies, AJ brings clarity, creativity, and rigor to every engagement.
Our Team
Mohit is a Chartered Accountant and CFA Level III (passed) finance professional with prior experience at PwC – Transaction Advisory Services (TAS), where he supported complex M&A transactions with an aggregate deal value exceeding $2B+.
He has executed buy-side and sell-side Quality of Earnings (QOE) engagements within the logistics sector, advising stakeholders on key deal risks, normalization adjustments, and value creation opportunities. These engagements involved founder-led and institutional-backed businesses with enterprise values ranging from $8M to $12M.
At PwC, Mohit was part of the Financial Due Diligence (FDD) team on a landmark $2B airline transaction, contributing to large-scale diligence processes, earnings analysis, and transaction structuring support.
Beyond diligence, he has executed sell-side M&A mandates exceeding $50M+, supporting founders and management teams through financial preparation, investor interactions, and deal execution.
Over the past 5+ years, Mohit has worked closely with founders, investment banking teams, consulting firms, and Fractional CFOs across North America, Europe, and Oceania—delivering decision-ready financial models, transaction-ready data rooms, and board-grade FP&A reporting frameworks.
Specializations
• Financial Modelling
• FP&A Reporting
• M&A Advisory
• Financial Due Diligence (FDD)
• Quality of Earnings (QOE)
Mission, Vision & Values
Clear principles that guide how we work with every client — from the first consultation to long-term planning.
Vision
To empower every investor, property owner, entrepreneur, and high-income family to build lasting wealth with confidence through clear, ethical and proactive tax strategy.
Mission
We deliver accurate financial reporting, compliant tax filings, and strategic advice so our clients can:
- Minimize tax within the law
- Make data-driven decisions
- Protect and grow their portfolio
- Stay ahead of regulatory change
Core Values
- Accuracy in every return and report
- Integrity in every recommendation
- Clarity in communication and pricing
- Partnership for the long term

