What Holthouse Carlin & Van Trigt does

Holthouse Carlin & Van Trigt LLP (HCVT) is a privately-held, partner-owned limited liability partnership founded in 1991 and headquartered in Los Angeles. The firm delivers a full-service portfolio of professional services organized around four core practices: Tax Services (tax planning and compliance, international tax, state and local tax, trusts and estates, tax credits and incentives including Opportunity Zones, M&A tax advisory, and ASC 740); Audit Services (agreed-upon procedures, employee benefit plan audits, internal control reviews, and ASC 606 revenue recognition); Advisory Services (M&A advisory, valuation advisory, CFO advisory including data-driven analytics consulting, client accounting services, and technology and transformation); and Business Management & Family Office services. A dedicated sub-brand, Treehouse, provides partnership tax compliance and reporting.

The firm operates on a partner-led engagement model across 16 office locations spanning California, Utah, Colorado, Arizona, and Texas, with delivery augmented by a ShareFile client portal for document exchange and online bill payment. Geographic expansion has been active since 2024, with market entries in Salt Lake City and Denver and continued Utah build-out through 2026. As an independent member of Moore North America, Inc., HCVT extends international reach for cross-border engagements (FATCA/CRS, Asia Pacific Practice) without absorbing global-firm cost structure.

HCVT applies a vertical specialization strategy across 11 industry practices, including Real Estate & Hospitality, Private Equity & Investment Advisory, High Net Worth Individuals and Family Offices, Manufacturing/Retail/Distribution, Technology, Media & Entertainment, Healthcare & Life Sciences, Affordable Housing, Nonprofit Organizations, Professional Services Firms, and an Asia Pacific Practice. The firm has assisted in the formation and management of over 200 Opportunity Zone Funds — an institutional reference base anchored by Tax Partner Blake Christian, a multiple-time Top 25 OZ Tax Specialist and Top 25 OZ Influencer. Revenue is generated through professional services fees (hourly and fixed-fee structures) under non-public pricing, with ownership and control resting with partners and no disclosed external institutional investment.

Name

Holthouse Carlin & Van Trigt

Legal name

Holthouse Carlin & Van Trigt LLP

Website

https://hcvt.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

251–500 employees

Short description

HCVT is a private, partner-owned West Coast CPA firm offering tax, audit, advisory, and business management services across 16 offices and 11 industry verticals — including High Net Worth Individuals, Private Equity, and Opportunity Zone advisory.

Ownership category

akta.pro rank

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices17 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Professional Services Fees: HCVT generates revenue through professional services fees for tax planning and compliance, audit, advisory, and business management services. Fee structures likely include hourly billing and fixed-fee arrangements typical of CPA firms.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

HCVT is a full-service CPA and advisory firm delivering tax planning and compliance, audit and assurance, M&A and valuation advisory, CFO advisory, client accounting, and business management / family office services. The firm also offers a specialized Treehouse partnership tax compliance product and a Technology & Transformation practice focused on modernizing client systems and operations.

Product overview

Holthouse Carlin & Van Trigt LLP (HCVT) is a full-service accounting and advisory firm offering a comprehensive portfolio of professional services. The firm's core offerings include Tax Services (spanning tax planning and compliance, international tax, state and local tax, trusts and estates, tax credits and incentives, and M&A tax advisory), Audit Services (including agreed upon procedures, employee benefit plan audits, internal control reviews, and ASC 606 revenue recognition), Advisory Services (covering M&A advisory, valuation advisory, CFO advisory, client accounting services, and technology and transformation), and Business Management & Family Office services. The firm also offers a specialized sub-service called Treehouse for partnership tax compliance and reporting. HCVT serves diverse industries including real estate and hospitality, private equity, high net worth individuals, manufacturing, technology, media and entertainment, healthcare, affordable housing, nonprofit organizations, and professional services firms across multiple office locations.

Differentiator

Problem solved

Functional benefit

Brands

• Treehouse: Partnership Tax Compliance & Reporting service offered by HCVT

Products and services

• Tax Services Comprehensive tax services including tax planning and compliance, international tax, state and local tax, trusts and estates, tax credit and incentives, M&A tax advisory, and accounting for income taxes (ASC 740). Serves businesses, HNW individuals, and family offices.
• Audit Services Audit and assurance services including agreed-upon procedures, employee benefit plan audits, internal control reviews, and revenue recognition services under ASC 606.
• Advisory Services Advisory services including M&A advisory (buy-side, sell-side, tax due diligence, quality of earnings), valuation advisory, CFO advisory, client accounting services, and data-driven business optimization and analytics consulting.
• Business Management & Family Office
• Treehouse: Partnership Tax Compliance & Reporting Specialized partnership tax compliance and reporting services for partnership entities.
• Technology & Transformation Services Technology and transformation services focused on modernizing systems, streamlining operations, and leveraging data more effectively to support performance and growth.

Quantifiable outcome

• HCVT has assisted in the formation and management of over 200 OZ Funds

Segments11 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Moore North America, Inc.coreStrategic or Co-development PartnerHCVT is an independent member of Moore North America, Inc., connecting the firm to a global network of accounting and consulting firms for international client service capabilities.

Scale indicators3 records

Recent moves10 records

Expansion highlights4 records

Direct peers

• Marcum LLP: Top-15 U.S. accounting and advisory firm offering tax, audit, advisory, and consulting services with a strong footprint in the Northeast and Florida. Closely comparable to HCVT in mid-market tax/audit focus and PE advisory exposure.
• Moss Adams LLP: West Coast-headquartered CPA and business advisory firm with deep industry specialization in real estate, healthcare, and PE — directly comparable to HCVT's Western US, PE/RE/HNW industry mix.
• Baker Tilly US: Major U.S. accounting and advisory firm providing tax, audit, and advisory services to middle-market clients across multiple industries, with a comparable vertical specialization model and PE-backed growth posture.
• Eide Bailly LLP: Top-25 U.S. accounting firm offering tax, audit, and advisory services with a strong regional and growing national presence — directly comparable in scale, vertical strategy, and mid-market focus.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm with a multi-industry mid-market practice and a PE-backed growth model — comparable to HCVT in service breadth and target client profile.
• Plante Moran: Large U.S. accounting and business advisory firm with deep industry practices and a strong middle-market focus, comparable to HCVT's vertical specialization and partner-led model.
• Withum: Top-30 U.S. accounting and advisory firm with significant PE/venture and HNW practice exposure — closely aligned with HCVT's private equity and high-net-worth client segments.
• Crowe LLP: Major U.S. public accounting and consulting firm serving middle-market companies with tax, audit, and advisory services — comparable in scale, geographic breadth, and industry coverage.

Broad incumbents

• BDO USA: Top-5 global accounting network with a large U.S. practice offering tax, audit, and advisory services to middle-market and large clients. Larger and more globally diversified than HCVT but overlapping in core services and mid-market positioning.
• Grant Thornton: Top-7 U.S. accounting firm providing audit, tax, and advisory services to mid-market and large businesses. Comparable in middle-market focus and multi-industry coverage, though significantly larger and nationally distributed.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/watch?v=KsGLa0nsKIE
• Xx.com/hcvtllp
• Facebookfacebook.com/hcvtllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Holthouse Carlin & Van Trigt