Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Planning Solutions
Founded in 1946, Crown has served the Tampa Bay community for over 75 years, specializing in comprehensive tax planning and strategic financial advisory services for high net worth individuals and closely held businesses. Our firm prioritizes personalized client relationships, ensuring our guidance aligns with each client's unique goals while maintaining a conflict-free approach to advisory work. With a team of experienced professionals, including third-generation leaders and specialists in estate planning, trust administration, and business advisory, we deliver tailored solutions designed to maximize income and preserve wealth across generations.Our commitment to excellence is reflected in our long-standing relationships with families we've supported for 3-4 generations, as well as our active involvement in local community organizations. We combine deep technical expertise with proactive planning strategies to address complex financial challenges faced by businesses and individuals alike.
Services
Tax Planning
Estate Tax Planning
Trust Administration
Strategic Financial Consulting
Details
- Year established: 1946
Highlights and features
- We offer 75+ years of continuous service to Tampa Bay families and businesses
- Our team includes third-generation tax planning specialists and estate experts
- We maintain a conflict-free advisory approach focused solely on client interests
- We provide multigenerational wealth management strategies proven over decades
- Our professionals hold active leadership roles in local community organizations
Services
Tax Planning
Our tax planning services focus on developing comprehensive strategies to minimize tax liabilities while maximizing financial growth opportunities. We work with high net worth individuals and businesses to create customized plans that align with long-term financial goals. Our approach combines deep technical expertise with proactive planning to ensure optimal tax efficiency across generations.
Estate Tax Planning
Specialized estate tax planning services help clients protect and transfer wealth efficiently through strategic trust structures and estate documentation. Our team works closely with families to develop customized plans that address complex tax implications while preserving family assets. We coordinate with legal advisors to ensure comprehensive estate management solutions.
Business Advisory
Tailored business advisory services provide strategic guidance for closely held companies through all growth stages. We offer specialized expertise in cash flow management, succession planning, and operational optimization for family-owned businesses. Our approach focuses on creating sustainable growth strategies aligned with owners' personal and professional objectives.
Trust Administration
Comprehensive trust administration services include managing complex trust structures, tax compliance, and asset distribution oversight. Our dedicated team ensures proper execution of trust agreements while maintaining strict adherence to regulatory requirements. We provide ongoing support for trust modifications and beneficiary communications.
Strategic Financial Consulting
Strategic financial consulting services integrate tax planning with broader wealth management objectives for high net worth clients. We develop coordinated strategies addressing investment management, risk mitigation, and intergenerational wealth transfer. Our approach emphasizes long-term financial sustainability through collaborative planning with clients' advisory teams.
People
Lindsey Crown Hardee
Managing Partner
Third-generation tax specialist with 20+ years of experience, focusing on family businesses and high net worth individuals. University of Florida graduate with BS and MAcc degrees. Active in Tampa Bay community organizations.
Rachel Price
Partner
Former controller with manufacturing experience, specializing in small business tax advisory. University of Central Florida alumna with dual CPA memberships. Provides practical business solutions from both accounting and operational perspectives.
Ann McCabe
Director of Estates and Trusts
Specializes in estate tax planning with oversight of trust administration. University of South Florida graduate with 15+ years in estates and trusts. Combines technical expertise with personalized client service for high net worth families.
Deborah Hilleary
Manager of Trusts and Estates
13-year CPA veteran with 20 years technology industry experience. Suncoast Estate Planning Council board member. Expertise in trust administration and estate planning coordination with legal advisors.
Dalene Orban
Manager
50-year firm veteran specializing in real estate tax structuring. Technical expert in complex partnership taxation. Provides strategic guidance for real estate holdings with emphasis on tax efficiency and long-term planning.
Questions
What services does Crown & Company, CPAs specialize in?
We specialize in tax planning, estate preservation, business advisory services, and trust administration for high net worth individuals and family-owned businesses.
How long has the firm been in operation?
Crown & Company, CPAs has served the Tampa Bay community since 1946, providing continuous service across three generations of leadership.
What areas do you serve?
We primarily serve the Tampa Bay region including Clearwater, Tampa, and surrounding communities with specialized financial planning services.
What makes your firm different from other accounting firms?
Our conflict-free advisory approach focuses exclusively on client interests, with expertise in multigenerational wealth management developed over 75 years of continuous service.
Can I schedule a consultation?
Yes, we offer initial consultations to discuss your specific financial planning needs. Contact us through our website or office locations to arrange an appointment.
