small-crown-&-company-cpas

Privately Held &
Family Owned Businesses

“A team of experts dedicated to your company’s success.”

Privately Held & Family Owned Businesses

As an owner-run firm, we know that all firms face a multitude of complex firm management, accounting, tax, and accounting issues. To the privately held and family owned business owner, those challenges are exacerbated given that the asset typically represents a significant percentage of the owners’ net worth. We understand that there is often a fine line between business and personal finances.

Since the firm’s founding in 1946, Crown & Company, CPAs has specialized in providing the necessary blend of business consulting, tax advisory, and estate planning services to fully support both family owned businesses and their owners.

Our services include:

Strategic Tax Planning and Advisory to Both the Business and the Owner

  • Preparation of all Federal and State tax returns for individuals and entities
  • Transaction planning to minimize adverse tax implications
  • Year-round projections and planning

Owner/Management Advisory Services

  • Business formation and entity selection for liability, tax planning, and compliance purposes
  • Business performance transparency
    • Financial reporting
    • Working Capital / Cash Flow Management
  • Merger and acquisition consulting
  • Review of proposed capital expenditures

Estate, Trust, & Wealth Succession Planning on Behalf the Owner

cc-diver-icon

What We Do