Personalized Financial Management.Made Simple.

Financial Clarity for Complex Personal and Business Needs

Managing wealth, taxes, and business finances requires more than basic accounting. Ascot Accounting provides tailored financial support for high-net-worth individuals and small to medium-sized businesses that need accurate reporting, proactive planning, and clear guidance for better financial decisions.


Whether you need tax planning, cleaner books, strategic business insight, or CFO-level financial direction, our team helps simplify the details so you can stay focused on your wealth, your business, and your long-term goals.

SERVICES

SERVICES

SERVICES

Bill Pay & Cash Management

Tax 

Bookkeeping

Business

Tax Planning & Returns for High-Net-Worth Individuals & Businesses

Personal finances can become more complex when they include multiple income sources, investments, properties, or business interests. Ascot Accounting helps individuals and entrepreneurs uncover thousands in tax savings with customized tax plans and strategies.


We aim to make tax season more organized, more proactive, and easier to manage.

Accounting & Bookkeeping

Organized records, dependable monthly reporting, and accurate financial statements that provide a clearer understanding of cash flow, performance, and profitability.

Bill Pay & Cash Management

Timely payments, organized cash flow, and customized approval controls that simplify financial management and help identify issues before they become problems.

Business Advisory & CFO Services

Strategic guidance for budgeting, forecasting, reporting, and financial decisions that helps business owners plan confidently and pursue responsible, sustainable growth.

Personalized Financial Support, Built Around You

From personal tax planning to business financial strategy, Ascot Accounting helps simplify complex finances with tailored support for high-net-worth individuals and growing businesses.

“Ascot has been my companies tax CPA going on two decades since our founding. I have always appreciated their professionalism and focus to our business. They process our financials in a timely manner no matter how busy they are."

Christopher Sorensen AIA, President, Sorensen Architects

"I can’t imagine being happier with an accounting service than I am with Ascot. I’ve worked with several CPAs over the years, and none has been nearly as professional, attentive to detail, or proactive. I’ve come to trust them COMPLETELY – Thanks a million!"

Hillary Schubach, President, Shine/Marketing Consulting

Please call us today at 949-841-2480

Get the tax and financial support you need with guidance tailored to your personal or business needs. Ascot Accounting helps make tax planning, tax returns, bookkeeping, and financial management clearer, easier, and more organized.

© 2026 L&W Ascot Business Management LLC1 Park Plaza, Ste 600 | Irvine, CA 92614