ascentcpagroup.com

Ascent CPA Group

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, JD., CPA

YASH THAKKAR, JD., CPA

Yash Thakkar, J.D., CPA

Tax Attorney & CPA

GARY KOROLEV, CFA

GARY KOROLEV, CFA

Gary Korolev, CFA

CFA, Wealth Manager

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 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 a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses.

EDUCATION

George Mason University­
Bachelor of Science, Economics
University of Florida - Fredric G. Levin College of Law
Juris Doctorate.

EDUCATION

University of Florida
Bachelor of Science, Finance

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.

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STATE LICENSES

OUR EXPERTISE

Over 10 Years of Experience in Tax Services

Business Taxation
100%
Corporate Taxation
100%
Estate & High Net-Worth Taxation
100%
Tax Controversy
100%