“Strategic year-round tax planning and advisory services for high net worth individuals, estates, and privately owned businesses.”
Tax Planning & Advisory
Crown & Company, CPAs works closely with our clients to achieve their business and personal financial goals by taking a proactive and strategic approach to minimize tax obligations, preserve and protect assets, and transfer wealth to future generations. Because your situation and tax laws are continually evolving, we believe that effective tax planning is a year-round activity. We develop a customized strategy based upon a thorough understanding of our client’s financial situation and objectives. Throughout the year, that strategy is continually reassessed by our team based upon newly identified planning opportunities, on-going communication to/from the client, and close monitoring of the client’s financial position. The result is an educated client with a favorable tax solution.