
Privately Held &
“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



