TAX SERVICES: TRANSFORMING COMPLIANCE INTO PROACTIVE PLANNING

Looking for a respected tax firm in Northern California? We are recognized as fair and credible representatives for complex, not-for-profit affordable housing tax services. We also help individual owners and investors with their real estate and personal tax issues. LvHJ’s deep experience in these tax services provide the planning and analysis to help you minimize tax liabilities and have peace of mind.

LvHJ offers tax planning and preparation services to individuals, corporations, partnerships, limited liability companies, and estates & trusts. We specialize in tax issues regarding IRC Section 42 (Low-Income Housing Tax Credits) and Section 45D (New Markets Tax Credits) that are unique to affordable housing & real estate clients as well as personal and operational challenges that individuals & families and closely held businesses encounter. In addition, we provide tax services and consultation to not-for-profit organizations, including the preparation of Form 990.

LvHJ works with both for-profit and not-for-profit organizations in need of help with development and implementation of employee benefit plans – 401(k) and 403(b) – by preparing Form 5500 as well as providing audits to comply with ERISA and DOL requirements.

Industry-specific tax services

We understand the unique environment and challenges in the following industries. Learn more about LvHJ’s highly-specialized capability by clicking on each link below.

• Affordable housing tax services
• Not-for-profit tax services

Additional services offered to tax clients include:

• Business continuity and succession tax planning
• Estate, trust and gift tax planning
• IRS or other taxing authority representation
• Tax impact of buying or selling a business or real estate

Do you have a tax issue that needs a second opinion? Contact our firm for a prompt, no-obligation discussion.