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.

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
I appreciate knowing that I don’t have to worry about the performance of the LvHJ team because of how well-versed they are in the low-income housing tax credit and energy credit arenas. They are diligent and provide thoughtfully prepared complete reports that are easy to navigate with thorough footnotes. I can always find what I need in their reports.

Monique Hastings, Executive Vice President/Co-founder
Newport Partners, LLC
The communication style and knowledge at Lindquist is top notch. They not only understand us, but they understand how we can best serve our clients in the not-for-profit world.

Carrie Hook, Finance Director
Compass Family Services
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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