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.


  • Affordable Housing & Real Estate
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  • Client Success Stories
  • Lindquist carries a lot of weight due to their involvement in advocacy and best practices for our industry. They work at a national level standardizing financial statements and disclosures, but what is more important to us is their involvement with California state regulatory agencies. Lindquist is at the table weighing in, which is helpful to our industry and to our individual firm. I believe it’s worth the investment to work with a nationally respected auditor who can advocate on our behalf.

    Kate McKean, Controller
    RCD Housing
  • A key point for us is Lindquist’s strength in California’s affordable housing industry. They are a player in the Bay Area market and very familiar with California regulations and agencies. Lindquist has that down, and for organizations doing business in California that’s a big deal.

    Marc Garcia, CFO
    Alta Housing
  • I appreciate the consistency of knowledge from Lindquist. When you know the client in and out, you can give them better advice. We are comfortable telling them our future. They have helped us improve how we record intercompany balances and developer fees.

    Cindy Louie, Controller
    Chinatown CDC

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