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Established in 1941, CrawfordEllenbogenLLC is a full-service CPA firm that specializes in personalized professional service for owners of closely held businesses. By getting to know clients, their families & businesses well, and by integrating advice on business and personal financial decisions with estate, succession & tax planning, we aim to contribute significantly & efficiently to clients' cash flow & wealth accumulation.
We also work with companies to help untangle messes, whether it’s bookkeeping that doesn't quite provide the information that’s needed, working through negotiations with banks, the IRS or business partners, or restructuring to a more tax-advantageous entity.
We work with attorneys in a variety of capacities, including litigation support, where we assist in clarifying tax & accounting effects in cases such as divorce or estate litigation. We also work with attorneys to develop strong business, tax & estate planning strategies so our mutual clients benefit from a holistic approach to attain their goals.
Our membership in the International Network of Accountants & Auditors and the American and Pennsylvania Institutes of CPAs gives us access to resources worldwide.
Our philosophy is and always has been to do what is in the best interest of our clients. We offer price guarantees for a defined scope of services and, of course, our service guarantee. If we can serve you or someone you know, please call us at 412.731.1500.
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Integrated Business and Personal Planning
Tax, accounting and other financial matters-like most complex undertakings-benefit from an approach that includes the larger picture, as well as its details. The whole is properly more than the sum of the parts in the financial affairs of closely held businesses and their owners. Decisions about business transactions profit from awareness of the tax effects, cash flow needs, retirement, estate and succession plans, and other financial particulars of business owners and their families.
Informed decisions, those that take into consideration all the related factors, are inevitably the best decisions. Besides being cost-effective, they actively contribute to the accumulation and preservation of wealth.
Productive financial decisions also demand professional knowledge, experience and attention to detail. Knowledge of the effects of business and personal tax laws and legal structures on business transactions and personal planning; experience analyzing complex situations, articulating alternatives and executing plans; professional thoroughness-all are essential.
We are knowledgeable and experienced advisors committed to addressing immediate needs while accomplishing larger, integrated business and personal objectives. We are organized for the purpose. A team of highly qualified CPAs and experienced staff, we provide the continuity, knowledge and personal attention that such an approach demands.
Complimentary Services include
Business Advisories, alerting clients to important tax and financial deadlines and developments
Personal Briefings on opportunities, challenges and issues facing the particular client
Annual Tax Planning Guide providing information, advice and helpful tips
Quarterly Strategies Newsletter covering investment, tax, financing and retirement topics
Tax Law Updates on recent changes in the tax codes that could affect your business
Joan Ellenbogen, CPA, Managing Partner (jellenbogen@ce-cpa.com)
Joan is the third-generation managing partner of CrawfordEllenbogen LLC, the accounting firm her grandfather founded in 1941. She advises family-owned and closely held businesses and their owners, providing business consulting, tax, estate and succession planning, as well as traditional accounting and tax services.
As a family-business owner herself, Joan brings a first-hand perspective to clients. Although she is a practicing CPA with extensive tax and accounting experience, Joan’s education and training as a lawyer also contribute to her value as a strategic consultant. In addition to her work with clients, she has lectured on business finance, taxation and estate planning, and has taught at both Duquesne University and the University of Pittsburgh. She holds a bachelor’s degree in accounting, summa cum laude, from Duquesne, where she was valedictorian, and a law degree, magna cum laude, from Duquesne’s School of Law.
Active in business, professional and community affairs, Joan serves on the board of the Port Authority of Allegheny County, chairing the Stakeholder Relations Committee and formerly, the Finance Committee. She is immediate past president of the Executive Women’s Council of Pittsburgh and co-chairs its Women on Boards Committee. She is a past president and trustee of the Allegheny County Bar Foundation. She is also a past president of the Pittsburgh Chapter of the Pennsylvania Institute of Certified Public Accountants and the Pittsburgh Tax Club. She has served as Treasurer of the Allegheny County Bar Association and as a member of its Board of Governors, as a director of the Estate Planning Council, and as a member of the Pennsylvania Bar Association’s House of Delegates. She also served on the Budget & Finance Committee of former County Executive Jim Roddey’s transition team for Allegheny County.
Joan was named 2008 Distinguished Accounting Alumnus by the accounting faculty of the A.J. Palumbo School of Business Administration at Duquesne University and an honorary member of the Beta Alpha Psi accounting honors society. She was a finalist for the 2008 ATHENA award recognizing professional excellence, dedication to community service and efforts in assisting other women to attain professional excellence. In 2008, Joan was also honored by Celebrate & Share as a Woman of Achievement. In 2007 she was honored as one of the Commonwealth’s Best 50 Women in Business by the Pennsylvania Department of Community & Economic Development.
In 2008 CrawfordEllenbogen was named Employer of the Year by the Pennsylvania Federation of Business and Professional Women’s Club, District 3. In 2008 the firm was also named one of the nation’s Top 25 Women-Owned Businesses by Working Mother magazine.
Victor D. Dozzi, Jr., CPA, MST, Partner (vdozzi@ce-cpa.com)
Partner and Chief Operating Officer of CrawfordEllenbogen LLC, advises businesses, non-profit organizations, and individuals on accounting, tax, operational and planning matters. Since joining the firm in 1997, he has also assisted clients with a variety of mergers, acquisitions and organizational transitions — advising on regulatory compliance, accounting procedures and systems, financial controls, analysis and assessment, documentation and other matters. A Certified Fraud Examiner, he is also active in the firm’s fraud-investigation practice, serving attorneys, insurers and others.
In addition to his work for clients, Vic has taught and lectured on accounting and finance matters at Carlow University, the University of Pittsburgh Law School and other educational and arts institutions.
Along with his CPA and CFE accreditations, he holds a master’s degree in taxation with high honors from Duquesne University and a bachelor’s degree in mathematics and accounting, magna cum laude, from Carlow.
Vic is a Director and the Treasurer of the Greater Pittsburgh Arts Council, where he chairs the Finance and Compensation committees. He is also a member of the Executive Committee of the Pittsburgh chapter of the Pennsylvania Institute of CPAs and a member of the Association of Certified Fraud Examiners.
CrawfordEllenbogen LLC was named 2008 Employer of the Year by the Pennsylvania Federation of Business and Professional Women’s Club (BPW/PA), Inc. District 3, and the firm was also named one of the country’s Top 25 Women-Owned Businesses by Working Mother magazine in 2008.
CrawfordEllenbogen's business clients represent a variety of industries and professions. The businesses are typically family owned, often with more than one generation of management, or they are sole proprietorships with sometimes-extensive family participation. The owners frequently have additional interests, with real estate the most common, but others range as far as horse breeding and hog farming. Remarkably, some owners simultaneously pursue professional careers-in law and opera, for example.
Most typically, our clients have a web of inter-related business and personal financial interests. Because of this, they face complex decisions with significant consequences for themselves, their families, their associates and their employees. As a result, they frequently take advantage of family limited partnerships, multi-generational trusts and other estate planning strategies.
Industries of representative client businesses
| Auto Services | Insurance | |
| Baking | Law | |
| Ceramics | Equipment wholesaling | |
| Construction | Printing | |
| Clothing retailing | Pharmaceutical | |
| Convenience retailing | Real estate management | |
| Corporate communications | Real estate investment | |
| Funeral services | Real estate development | |
| Graphic design | Restaurant supply | |
| Personal services | Sandblasting | |
| Industrial equipment repair | ||
CrawfordEllenbogen also provides advisory, accounting and tax services to nonprofit organizations and individuals - both in connection with business clients and independently. Nonprofit clients include foundations, civic organizations and public charities. For individuals, in addition to tax return preparation, tax, gift, trust and estate planning, and financial consulting, the firm's services include personal administration.
T: 412.731.1500
F: 412.731.9620
e-mail: admin@ce-cpa.com
640 Allenby Avenue
Pittsburgh, PA 15218