Business Details
Trusted Accounting & Tax Services in Camarillo, CA
At Holthouse Carlin & Van Trigt (HCVT), we are dedicated to delivering tailored accounting, tax, and advisory solutions that empower businesses and high-net-worth individuals to achieve their financial objectives. With decades of combined experience, our team of certified professionals specializes in navigating complex regulatory environments, optimizing tax strategies, and providing actionable insights through audit, valuation, and business management services. Our partner-led approach ensures personalized attention, while our risk-based methodologies prioritize efficiency and accuracy in every engagement. Recognized for industry excellence and a supportive workplace culture, we serve clients across diverse sectors, including technology, nonprofit, and professional services.By integrating cutting-edge tools like our proprietary Treehouse platform, we streamline compliance processes and enhance decision-making for private companies and family offices. Our commitment to continuous learning and client-centric service has earned us accolades, including a top ranking in Vault's Top 25 List. We pride ourselves on fostering long-term relationships built on trust, transparency, and a deep understanding of our clients' unique needs.
Services
Tax Services
Audit Services
Advisory Services
Valuation Advisory
CFO Advisory
Client Accounting
Business Management
Family Office Services
Partnership Tax Compliance
Internal Control Reviews
Highlights and features
- We offer partner-led, tailored solutions for complex tax and accounting needs.
- Our team includes certified professionals with decades of industry-specific experience.
- We leverage proprietary tools like Treehouse to streamline compliance and reporting.
- Recognized for excellence in client service and employee-centric culture.
- Specialized expertise in serving private companies, nonprofits, and family offices.
Associations and certifications
- Vault's Top 25 List
What people say
Industry excellence
Employee-centric culture
Tailored solutions
Risk-based approach
Partner-led service
Services
Tax Services
HCVT's tax professionals provide innovative solutions for navigating complex tax environments, including international tax, opportunity zones, and ASC 740 compliance. We specialize in minimizing liabilities while ensuring adherence to evolving regulations. Our services empower businesses and individuals to align tax strategies with long-term financial goals through personalized planning and risk management.
Audit Services
We offer risk-based audit, review, and compilation services tailored to private companies. Our approach focuses on understanding client operations and industry risks to deliver accurate financial reporting. By prioritizing high-risk areas and leveraging industry expertise, we ensure compliance while enhancing decision-making efficiency for business owners.
Advisory Services
Our advisory team provides M&A support, valuation analysis, and CFO advisory services to guide strategic decisions. We help clients assess business value, structure transactions, and optimize financial operations. With a focus on quality of earnings and risk mitigation, we deliver insights that drive growth and transaction success.
Valuation Advisory
HCVT performs tailored valuations for business sales, wealth transfers, and asset acquisitions. Our professionals analyze financial, strategic, and operational factors to determine accurate valuations aligned with specific reporting needs. This service supports informed decision-making for complex transactions and estate planning.
Business Management
We offer integrated business management solutions for high-net-worth individuals and family offices, including asset protection, tax planning, and financial strategy. Our services encompass cash flow analysis, risk management, and estate planning, all designed to preserve wealth and achieve long-term personal and business objectives.
People
Sam Bachstein
Partner
Sam Bachstein specializes in audit and accounting services for private companies, with expertise in real estate and construction industries. He focuses on delivering tailored solutions to enhance financial reporting accuracy.
David L. Bierhorst
Partner
David Bierhorst leads tax compliance and consulting services, specializing in partnership taxation and international tax matters. He helps clients optimize tax strategies for complex investment structures.
Connie Cheung
Principal
Connie Cheung provides business management services for high-net-worth individuals, focusing on asset protection and tax-efficient wealth transfer strategies. She integrates financial planning with personalized advisory solutions.
Brian E. Lo
Principal
Brian Lo specializes in partnership tax compliance and investor reporting, leveraging the Treehouse platform to streamline processes for alternative investment firms and family offices.
Raman Sain
Partner
Raman Sain leads advisory services, focusing on quality of earnings analysis and M&A due diligence. He helps clients assess financial risks and opportunities to support strategic transactions.
Questions
What services does HCVT specialize in?
HCVT specializes in tax planning, audit services, advisory solutions, business valuation, and family office management for private companies and high-net-worth individuals.
How does HCVT tailor solutions to client needs?
Our partner-led approach combines industry expertise with proprietary tools like Treehouse to deliver customized strategies addressing specific tax, audit, and business management challenges.
Which industries does HCVT serve?
We serve technology firms, nonprofit organizations, law firms, affordable housing providers, and professional services firms, along with high-net-worth families and family offices.
What sets HCVT apart from other accounting firms?
Our focus on private companies, risk-based audit methodology, and integration of technology with personalized service distinguish us in client-centricity and technical excellence.
Does HCVT offer international tax services?
Yes, our international tax practice addresses cross-border compliance, investment structures, and tax-saving opportunities for businesses and individuals with global operations.
Reviews (3)
Countryjustice All For All
Mar 17, 2022
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The spread so thin to multiple locations of this Firm ends up with lousy supervisors, managers, who are not up to par. Rookies are their staff. When a firm has many mini locations tells something about central mgmt?
Greg S.
Nov 23, 2016
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Andy Torosyan with HCVT was recommended to us, and he was very helpful in advising on a complex tax situation, including calling out an important thing to know that we weren't aware of and which could have had major negative tax implications if we had proceeded without doing it right.
Brett S.
May 23, 2012
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Customer service. Check. Expertise. Check Value. Check This is how things should be done Neat and tidy. Everything in its place and no chaos. Other tax places ( H&R Block I'm looking at you) could learn how an office is really supposed to be run. Thank you for saving me money both tax wise and cost wise. I almost made a big mistake using the green box people but I found this place because my experience at the other was so bad. This was the polar opposite. Polished and professional. Take my word for it go here and give the chain store a pass.
