The firm

Tax and securities counsel, in one place.

Who we work with, what we handle, the attorney you'll work with and how an engagement starts. When you're ready, the application is at the bottom of the page.

Who we work with

Built for two kinds of clients.

Business owners

You've outgrown advice that only shows up at tax time.

For companies doing $2M to $50M a year that need senior legal and financial thinking every month, not twice a year.

  • Reorganization and entity cleanup
  • Fractional general counsel and CFO guidance
  • Pre-sale and exit structuring
Pre-IPO founders

You're getting ready to raise, and every choice now shows up later.

Securities work and tax planning built together, with the scrutiny of investors and regulators in mind from the start.

  • Reg A and Reg D offerings
  • Underwriters counsel
  • Founder trust and charitable planning
Nik Agharkar, founder of Crowne Point Tax & Wealth Counsel, in a pinstripe suit
Who you'll work with

Meet the attorney behind the plan.

Nik Agharkar founded Crowne Point to give business owners one advisor for the legal and the tax side of their biggest decisions.

He's admitted to practice law in California, New York and New Jersey, and he leads a team that includes CPAs, so the tax work and the legal work come from the same place.

Nik Agharkar, Esq.
Founder · Attorney
Watch Nik on YouTube →
“The difference in having one quarterback for both tax and legal is immeasurable.”
Tech Founder & CEO
How an engagement starts

We get to know the business before we touch the paperwork.

  1. 1

    Apply

    Tell us about the company and the decision in front of you.

  2. 2

    Review

    We look at your structure, your tax position and where you're headed.

  3. 3

    Engage

    A defined scope, then counsel that stays with you as the company grows.

Apply

Bring us the decision in front of you.

Tell us about your company, where it's headed and what's at stake. We'll review it and get back to you.