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We've added tax prep to our services and we need your input.
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, could we get 5 minutes of your time?

OneAscent now offers tax preparation services
and we'd love your input to help create a valuable plan that meets your needs.
Please take a few moments to submit your responses. The survey will close on October 18th.


 
Over the years, many clients have asked us for help with tax prep since we already have many of the documents needed to complete their return (1099s, capital gain/loss reports, etc.).
  
OneAscent launched our Tax Services this past tax season bringing further value to hundreds of our clients. As we go into year-end planning for you, we appreciate & value your feedback on this additional service! Please take a few moments to provide us with your thoughts to assist in our planning to best serve you.
The deadline for your submission is October 18th.


 
Thank you so much for being a loyal and valuable client! If there is anything we can do to further serve you, please don't hesitate to let us know.

- OneAscent Wealth Team


 
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Contact Us:
OneAscent Wealth
23 Inverness Center Parkway
Birmingham, AL 35242
United States

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