Lindquist, von Husen & Joyce LLP.

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INDIVIDUALS & FAMILIES: TRUSTED ADVISOR FOR YOUR SECURE FUTURE

Providing innovative tax solutions and accurate tax preparation techniques can have a profound effect on your personal and business financial performance. The wide range of tax compliance and planning services at LvHJ for individuals & families or family-owned businesses are designed to maximize tax savings, minimize your risk, provide you with peace of mind, and plan for the future.

Personalized services to address your needs

LvHJ provides support to executives, owners, entrepreneurs and family members connected to complex businesses and investments for their various tax needs, including:

  • Structuring and tax treatment of real estate holdings
  • Buying, selling or exchange of assets
  • Consulting on: 
    • Gift and estate planning
    • Business succession 
    • Other individual planning

Our work with younger family members has supported timely and successful business and wealth transfers as well as optimal management of their assets and investments. We also support multi-tiered, non-family partnerships with tax, compliance and other financial consulting.


  • Affordable Housing & Real Estate
  • Not-For-Profits
  • Individuals & Families
  • Closely Held Businesses
  • 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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