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Ascen Tax USA logo About us

Professional tax preparation, delivered through a secure digital platform. Know us before you trust us.

Ascen Tax USA is a tax-filing platform developed and owned by Ascendum Corporate Advisory LLC, based in Kansas City. Before you share a single document, here is who we are, what we do, and how we protect your information.

Our story

Ascen Tax USA was built on a straightforward principle: taxpayers deserve a filing experience that is accurate, transparent, and respectful of their time. Nirav Shah brought deep expertise in global tax and audit; Mehul Shah brought decades of experience in financial systems and technology. Together, they developed a platform that combines professional judgement with modern infrastructure.

Today, clients upload documents securely from any device, our systems extract and organize the relevant data, and a licensed professional reviews every figure before a draft is presented. The technology streamlines the process; the accountability remains human.

What we do

We prepare, review, and electronically file US federal and state tax returns. Our practice is focused exclusively on tax compliance and advisory — no bundled bookkeeping packages, no insurance products, no refund-based financing.

Individual returns (Form 1040)

Personal federal and state income tax returns for wage earners, independent contractors, joint filers, dependents, itemized deductions, Schedule C income, and multi-state compensation.

Business returns

Corporate and pass-through entity returns: Forms 1120, 1120-S, and 1065, with precise K-1 preparation and distribution to shareholders and partners.

Cross-border tax matters

International tax planning for globally mobile individuals and businesses, including foreign income, tax credits, treaty benefits, and residency determinations.

Year-round compliance

Compliance beyond the filing season: extensions, amended returns, IRS notice responses, transcript review, and quarterly estimated tax planning.

Our experience

Nirav contributes more than 25 years of global tax, audit, and advisory experience. Mehul contributes more than 25 years of technology and financial systems architecture. That pairing is uncommon in a practice of our size, and it is precisely what complex, modern tax work requires.

Years of global tax, audit and advisory experience
25+
Years of financial technology and systems architecture experience
25+
Federal return types prepared and reviewed in-house
4
State and local filing jurisdictions supported
50

Our philosophy

We advise, not persuade. Our responsibility is to explain what the law permits, present the result clearly, and let the client decide. Every return is explained before it is signed, priced before it is prepared, and reviewed by a CPA before it is filed.

Our portfolio

We serve a diverse client base, from individual wage earners to multi-entity businesses.

Salaried households

W-2 employees, first-time filers, and families who value a reviewed draft and a clear explanation before signing.

Owner-operated companies

Closely held S corporations, C corporations, and partnerships requiring reconciled books, accurate K-1s, and filings that agree with their records.

Globally mobile professionals

Individuals with foreign income, accounts, or assets who need US returns that withstand scrutiny across jurisdictions.

Storefront partners

Retail and service locations offering secure QR-based intake, allowing clients to upload documents directly from their mobile devices.

Leadership

You are entrusting us with sensitive financial information. These are the individuals accountable for how it is handled.

Nirav Shah

MBA, CPA, CISA (ISACA)

Co-founder — Global tax practice and assurance

Nirav brings more than 25 years of experience in global tax, public accounting, corporate finance, and information systems audit. As a CPA, he oversees the technical accuracy of every filing position. As a CISA, he establishes the access controls, review workflows, and data safeguards that govern how taxpayer information is handled within the firm.

Mehul Shah

M.Tech

Co-founder — Technology and client operations

Mehul brings more than 25 years of experience in technology and financial systems architecture. He designed the document extraction pipeline, encrypted storage layer, and client portal, and oversees client operations — ensuring the team that answers your questions is directly connected to the platform that holds your file.

Our product portfolio

Ascen Tax USA is a tax-filing platform developed and owned by Ascendum Corporate Advisory LLC. It is one of several independent products in our portfolio. AscenPay, AscenAI, and AscenMark are separate, standalone applications — each with its own website, sign-in, subscription, and data — built by the same team and available on their own, whether or not you file with Ascen Tax USA.

AscenPay

Payroll — independent product

ascenpay.com

Multi-company, multi-state payroll. AscenPay runs payroll for accountants and business owners managing dozens of companies and their store locations across MN, IA, WI, MO, KS, OK, IL and TX — with print-perfect stubs and employee, store, and cluster-level portals.

  • Accountant → company → store structure: model multiple brands with unlimited d/b/a locations, each on its own state, bank, and pay-period anchor.
  • Federal plus multi-state engine: Pub. 15-T annualized withholding, FICA, FUTA, MN PFML, ESST accrual, and per-state brackets — all editable.
  • Employment tax ready: consolidated 941, 940, and W-2 worksheets per EIN, filing snapshots, 941-X amendment comparisons, and PDF reconciliation.
  • Role-based portals: separate sign-in for administrators, employees, store executives, and cluster heads, with an installable mobile employee portal.

AscenAI

AI accounting — independent product

ascenai.io

The AI accounting product: cloud accounting that codes your bank feed for you. AscenAI connects a business's bank and card accounts, categorizes every transaction into a real double-entry ledger, and produces an income statement and balance sheet the same minute — no spreadsheets and no month-end scramble.

  • Live bank feeds: securely connected bank and card accounts stream transactions in daily, deduplicated and ready for review.
  • AI categorization: each transaction is coded to a chart-of-accounts line with a confidence score and a plain-English reason, so a person confirms rather than keys.
  • Real double-entry ledger: balanced journal entries, chart of accounts, invoicing and AR — with a full audit trail behind every posted entry.
  • Instant statements and an AI accountant: income statement, balance sheet, and trial balance update as the ledger does, and you can ask questions about your own numbers — free to start, bank-grade encryption.

AscenMark

Global brand hub — independent product

ascenmark.com

The global brand hub for trademarks. AscenMark lets founders and businesses search, apply for, and manage trademark registrations across countries and regions from one place — instead of navigating each national trademark office separately.

  • Trademark search: check whether a name or mark is available before committing to an application and filing fees.
  • Global filing from one hub: prepare and submit trademark applications across countries and regions from a single workflow.
  • One dashboard for every mark: track each application's status, deadlines, and renewals as your brand portfolio grows.
  • Independent product: its own website, sign-in, and subscription, alongside AscenPay, AscenAI, and Ascen Tax USA.

Our growth

  1. Where we started

    Founded as a client-focused tax practice in Kansas City, serving individuals, small businesses, and referrals through disciplined work and personal accountability.

  2. Building the platform

    We replaced manual document handling with a secure, encrypted portal: clients upload documents from any device, structured data is extracted for review, and drafts are delivered for approval.

  3. Where we are now

    A comprehensive filing platform supporting federal Forms 1040, 1120, 1120-S, and 1065, with encrypted storage, e-file capability through an authorized provider, and year-round client support.

  4. What is next

    Expanded cross-border coverage, deeper state-level guidance, and continued alignment with IRS Publication 4557 security and privacy standards.

Why choose us

  • We advise; we do not sell. Every recommendation is presented with its supporting rationale, never pressure.
  • You review a complete draft before any payment is due. If the return is not right, you do not pay.
  • Published, flat pricing. No hidden per-form charges or checkout surprises.
  • Sensitive data is encrypted and access-controlled; staff see only what their role requires.
  • A licensed CPA reviews and signs every return before it is filed.
  • Direct access to our team by phone or email, during filing season and beyond.

Still deciding?

Contact us by email or phone to speak with a member of our team before you begin.