Something exciting has been developing, and it’s time to share it.

Over the past 18 months, I’ve found myself regularly collaborating with Nik Agharkar at Crowne Point Tax and Wealth Counsel on some of the most complex situations my clients face — tax strategy, business succession, entity structure, wealth transfer, and estate planning.

The accounting side, the tax side, and the legal side of those conversations belong together.

Like a perfect triangle. And frankly, our clients deserve advisors who are consistently talking to each other — working toward the same goal.

So while Ascend Accounting Advisory and Crowne Point remain independent practices — as required by CPA and attorney licensure — we are formalizing and strengthening what has already been a close working relationship.

How the Lanes Break Down

Ascend Accounting Advisory Fractional CFO services, outsourced accounting, financial reporting, budgeting, and cash flow strategy.

Crowne Point Tax and Wealth Counsel Tax compliance and filings, tax law and planning, entity structure, estate planning, and wealth and asset protection counsel.

Together, that’s the full advisory stack most privately held businesses actually need — and rarely get in a coordinated way.

Why This Matters for Business Owners

If you’ve ever felt like your accountant, your tax advisor, and your attorney were each working in their own lane without talking to each other, you’re not alone. That lack of coordination costs businesses real money — in missed planning opportunities, duplicated effort, and decisions made without the full picture.

This collaboration is designed to fix that.

What’s Next

If you’re a business owner navigating something that sits at the intersection of finance, tax, and legal strategy, this is the team I’d want in your corner.

More to come. We are building something very special.

Jesse