ASCENT CPA GROUP
FIRM PROFILE
While our expertise spans across industries, our focus remains singular: the implementation of sophisticated tax strategies designed to maximize wealth retention. We navigate the complexities of the tax code to provide a multidisciplinary framework that helps our clients mitigate liabilities and keep more of their capital in motion. Whether managing domestic operations or global interests, we provide the technical leverage necessary to protect your bottom line.
YASH THAKKAR, J.D., CPA
Yash focuses his practice on providing accounting, asset protection, business consultation, financial planning, domestic and international tax compliance and planning services to various individuals, businesses, trusts, and estates. Yash has worked at two of the largest national accounting firms – Ernst & Young and PricewaterhouseCoopers – where he applied his legal and accounting background to play an integral role in designing and implementing tax strategies for his clients.
Yash’s background in business, accounting, and tax law makes him uniquely qualified to understand various aspects of a client’s business and enables him to tailor strategies that provide his clients with a distinct advantage. With an extensive focus on domestic and international taxation, Yash is able to stay in front of new tax laws and advise his clients of the benefits available to them under the current tax laws.
GARY KOROLEV, CFA
Gary Korolev, CFA is the owner of Sovereign Wealth Management where he has built a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys.
Gary has his Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst (CFA) and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life Insurance, Health Insurance and Variable Annuity licenses.
ADAM BUCHANAN, J.D.
Adam focuses his practice on representing entrepreneurs, small businesses, private families, and private investment funds in domestic tax controversy matters, including IRS audits, examinations, and disputes. He works closely with clients to resolve complex tax issues efficiently and to minimize disruption to their businesses and personal affairs.
In addition to tax controversy, Adam advises clients on domestic tax planning and compliance, as well as select international tax matters related to inbound and outbound activities. He counsels growing and mid-market companies and their investors on the tax implications of restructurings, mergers and acquisitions, and business expansion.
Adam’s experience with complex tax regimes, including Subpart F and FDII, allows him to provide practical guidance when international issues arise. He is committed to helping clients navigate an evolving tax landscape with clarity and confidence.
Providing the Best Service at the Highest Quality Today, And Into the Future.
We offer a 360° approach to structure solutions that result in our clients’ growth and success. Our primary objective is to provide solutions that create immense value today, and for the future.