Lindquist, von Husen & Joyce LLP.

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CLOSELY HELD BUSINESSES: SIMPLE SOLUTIONS FOR YOUR COMPLEX TAX ISSUES

Since its formation in 1935, LvHJ has always come through for closely held businesses — in quality, reputation and value.

Focusing on non-public, middle market businesses with up to $100 million in revenue, LvHJ provides a wide range of services, including audit, review and compilation engagements, as well as tax compliance and planning. We can also serve as your outsourced accounting department and a professional resource for important business decisions.

In addition to core tax planning services, you will gain assistance with the following:

  • Tax-friendly entity selection
  • Benefit plan filing
  • Stock ownership plans
  • IRS representation
  • Estate planning 
  • Succession planning

For non-audit clients, we can provide consulting to prepare for financial audits and improve internal controls and business processes. When seeking financing or refinancing, business owners trust LvHJ’s thorough review and organizing of their financial information.

Some of our clients are in their third generation of business, so we have assisted with multi-generational business succession plans and the equity transfers. With direct access to our technical specialists, you’ll receive exceptional and timely service.


  • Expertise
    • Affordable Housing & Real Estate
    • Not-For-Profits
    • Individuals & Families
    • Closely Held Businesses
    • Client Success Stories
  • We selected Lindquist as our auditor for low-income housing tax credits on our 39 entities. As they continued to impress us, we continued to expand our scope of work with their team. Now, we utilize their expertise for accounting, tax, business advisory and more.

    Baku Patel, CPA, CGMA
    CFO/Director of Finance, Housing Authority Santa Clara County, client relationship since 2009
  • The LvHJ staff has a genuine interest in our organization and cause. They attend our events and support our mission. Working with a firm that respects what we do is comforting and strengthens the relationship we have with their team.

    Irene Kamm, Senior Manager of Finance & Operations
    Dui Hua Foundation
  • The LvHJ team that handles my account has been consistent …I am comfortable working with this team because they always have my best interests in mind. I have always found them to be caring, honest and efficient.

    Vickie Morse, Manager
    The Airport Club

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