Tax planning
Customized tax strategies for individuals and businesses.
Based in Long Beach, Holthouse Carlin & Van Trigt is a financial services firm offering tax, audit, advisory, and business management services. Its tax professionals provide customized, fact-based solutions and help individuals and businesses plan strategies in a changing tax environment. Tax planning resources address topics such as real estate and the tax implications of selling precious metals. The firm also provides M&A, valuation, CFO, client accounting, and technology and transformation advisory services. CFO advisory work includes strategic planning, financial modeling, and operational insight to support organizational decisions. Audit professionals help business owners address industry risks and accounting issues. Business management and family office services focus on managing personal wealth and protecting assets for high net worth individuals, families, and family offices.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Customized tax strategies for individuals and businesses.
M&A, valuation, CFO, accounting, and technology guidance.
Audit support addressing industry risks and accounting issues.
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