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 including reviews and compilations
    • Working Capital / Cash Flow Management
  • Merger and acquisition consulting
  • Review of proposed capital expenditures

External accounting and bookkeeping support for all types of businesses

  • Outsourced bookkeeping/controller services
  • Revenue recognition and job/inventory costing
  • Bill payment services

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


What We Do