Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Accounting Services

Bookkeeping/Write-Up

As a business owner you are more interested in running your business than worrying about the day to day accounting and record keeping duties that are required of a small business owner. Crisafi, Pryor & Farquhar provides all levels of financial reporting for our clients.

Some of these services include:

  • General ledger & financial statement presentation
  • Bookkeeping (monthly/quarterly/annual)
  • Accounting system setup for new businesses
  • Computerized payroll systems
  • Quickbooks consulting

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Financial Statements

We understand the importance of financial statements for business owners. These statements are useful for the individual owner to analyze their business, review trends and identify strengths and weakness, opportunities, and threats to their business. How can you manage your business unless you know what is happening, and can measure it?

Financial statements are also important to others outside of the business. Vendors, potential customers, bonding, and banking relationships all have reasons to be interested in the financial performance of your business.

At Crisafi, Pryor & Farquhar, we take pride in our financial statement presentation, and read-ability of those statements. We know how important loan covenants are, and how important relationships are with your financial statement users. We can provide to your end users compilations, and reviews. We take the time to make sure the financial statement footnotes are clear, and with prior consulting can take steps to be sure you are in compliance with the covenants, and ratios that your financial statement users require.

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Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Other Services

Crown Professional Financial Services, LLC

Financial Services are provided through our affiliate firm Crown Professional Financial Services, LLC. We believe it is important to select a financial management firm that demonstrates knowledge, experience and understanding, of not only financial products, but the tax implications of owning and selling those products.

You have access to both when investing through Crown.

  • Corporate and Individual Pension Plans
  • Estate Planning
  • Life Insurance Planning
  • Wealth Preservation
  • Annuities
  • College Savings Plans
  • Long Term Care Insurance
  • Disability Insurance

Disclaimer: Securities offered through First Heartland Capital, Inc. Member NASD/SIPC. Crisafi, Pryor, Farquhar, Inc. and Crown Professional Financial Services, LLC are not affiliated with First Heartland Capital, Inc. This is not an offer to sell or solicit any security.

Check the background of this firm on FINRA’s BrokerCheck.

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Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

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Tax Preparation

Crisafi, Pryor & Farquhar prides itself on finishing returns accurately and timely. All tax returns are prepared in-house using state-of-the-art software and hardware systems which allows for last minute changes, if necessary, and still completing the return on time. The only returns that go on extension are those with incomplete or late information or at a client's request. At Crisafi, Pryor & Farquhar we work for our clients and not for the IRS, so, every return is prepared taking full advantage of all legal tax-saving opportunities.

The following tax returns are professionally prepared:

  • Individual
  • Corporate
  • Partnership/LLC
  • Fiduciary
  • Payroll and sales tax
  • Property tax

There are a number of tax planning strategies that can be applied to both individuals and businesses to save money. These include shifting income and deductions, tax deferral through qualified plans, tax exclusion through proper investments, splitting income among family members, and structuring financial processes in order to obtain tax deductions for what otherwise may be personal expenses. The best way to take advantage of these opportunities is to consult with Crisafi, Pryor & Farquhar before the end of the year to maximize your potential savings for the next year.

Please contact us if we can assist you in any way or answer questions about our firm.

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