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.


  • 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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