Van Houten Tax & Business Solutions

What Van Houten Tax & Business Solutions does

Van Houten Tax & Business Solutions is a boutique tax and business management firm founded in 2015 by Jim Van Houten, CPA, headquartered in Camarillo, California. The firm serves high-net-worth individuals, business owners, executives, entertainment industry clients, and family groups/trusts across the Los Angeles and Southern California region, with a publicly identified team of approximately nine professionals. The practice combines traditional tax preparation and tax planning with full-service business management, and operates on a flat monthly retainer model supplemented by flat-fee project billing for discrete engagements. The entertainment industry segment is a noted specialization alongside traditional HNW and family office work.

The firm does not develop proprietary technology. Its operational stack consists of third-party SaaS tools — QuickFee for client payments, Calendly for scheduling, and SecurityMetrics for PCI DSS certification — with no in-house software, automation platform, or AI tooling disclosed. Service delivery is manual and relationship-driven, relying on licensed CPA expertise rather than software-driven scale. The firm is privately owned by the founder with no outside funding, acquisitions, partnerships, or institutional investors disclosed.

The go-to-market is referral-driven and reputation-led within the Southern California professional and entertainment network. Pricing is bifurcated: recurring monthly retainers for ongoing business management and advisory work, and fixed-fee project pricing for tax engagements. Customer acquisition appears to be organic and founder-led, with no advertising, channel partnerships, or sales infrastructure described. The firm is small, founder-owned, and operates without external capital or institutional growth mechanisms.

Name

Van Houten Tax & Business Solutions

Legal name

Van Houten Tax & Business Solutions, Inc.

Website

https://vanhoutentax.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Van Houten Tax & Business Solutions is a Camarillo, CA-based boutique tax and business management firm founded in 2015 by Jim Van Houten, CPA, serving high-net-worth individuals, business owners, executives, entertainment clients, and family groups across Southern California under a flat monthly retainer model.

Ownership category

akta.pro rank

Product category

Tax and Business Management Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Services-Management Services (8741)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax planning services
• Business management services
• Tax compliance services
• Financial consulting services
• Entertainment accounting

Headquarters

HQ city

Camarillo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax and Business Management Services: The firm operates on a flat monthly retainer model that covers all tax compliance, tax planning, and personalized counsel throughout the year. This replaces traditional hourly billing, as the firm does not believe time has a direct correlation to the value of services provided. They also offer flat-fee project-based billing with up-front quotes. Payment processing is handled through QuickFee for payment plans, ACH transfers, and credit cards (with 3% processing fee).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Van Houten Tax & Business Solutions is a boutique tax and business management firm providing comprehensive tax planning, tax preparation, concierge business management, and financial consulting services to high net worth individuals, business owners, executives, closely-held businesses, family groups, trusts, and entertainment industry professionals in the Los Angeles/Southern California area. Services are delivered on a flat monthly retainer model that replaces traditional hourly billing and includes year-round advisory, unlimited phone calls, and integrated tax/financial/investment/estate planning.

Product overview

Van Houten Tax & Business Solutions operates as a boutique accounting and business management firm offering a unified suite of financial services centered on tax planning and compliance, business management, and financial consulting. The core offerings include Comprehensive Tax Planning and Tax Preparation services targeting high net worth individuals, entertainment professionals, closely held businesses, and corporate executives. Concierge Business Management handles entity formation (partnerships, LLCs, corporations), business exit planning, and bookkeeping. Financial Consulting covers estate planning, investment counseling, and wealth preservation. A specialized Entertainment Business Management sub-practice serves the entertainment industry. The firm differentiates through innovative pricing models: a flat monthly retainer covering all services with unlimited client communication, and flat-fee project-based billing with upfront quotes. The product portfolio functions as a unified service offering rather than modular software, with pricing innovation as the primary differentiator.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Tax Planning Strategic, proactive year-round tax planning for high net worth individuals, entertainment industry professionals, closely held businesses, corporate executives, and business owners. Integrates tax planning with broader financial, investment, and estate planning goals.
• Tax Preparation Tax compliance and preparation services for individuals and businesses, delivered as part of the firm's flat monthly retainer covering all tax compliance needs.
• Concierge Business Management Full-service business management including partnerships, LLCs, corporations, business exit planning, and bookkeeping services for closely-held businesses and their owners.
• Financial Consulting Financial advisory services covering estate planning, investment counseling, mortgage reviews, and wealth preservation to help clients achieve their financial objectives.
• Entertainment Business Management Specialized boutique business management practice serving the entertainment industry, handling the complex financial needs of performers, producers, and entertainment-related businesses including royalty management and industry-specific tax planning.

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Large national accounting and advisory network with HNW and entertainment industry services. Provides comparison for clients seeking broader service lines than a boutique can offer.
• Andersen Tax (Andersen Consulting): National tax and advisory firm with strong HNW and family office practice. Competes for sophisticated HNW tax planning mandates with a broader geographic footprint and larger team.
• Wipfli: Large regional accounting and advisory firm with HNW tax planning and closely-held business services. Competes in similar tax planning and business advisory segments at greater scale.
• Eide Bailly: Top-25 US accounting firm serving closely-held businesses, HNW individuals, and entertainment clients. Comparable mid-market tax and advisory positioning but at significantly larger scale.
• CohnReznick: Large national accounting and advisory firm with a recognized entertainment and media practice. Competes for larger entertainment industry mandates while Van Houten operates at the boutique end of the same client segment.
• Marcum LLP: Top-15 national accounting firm with a dedicated business management practice serving entertainment clients. Competes in adjacent tiers of the entertainment/HNW market and offers an alternative for clients outgrowing boutique service.

Direct peers

• Nigro Karlin Segal Feldstein & Ballew (NKSFB): Los Angeles-based business management and financial services firm specializing in entertainment industry clients. Direct competitor for entertainment business management mandates and high net worth entertainment clients in the same LA/Southern California market.
• PS Business Management (formerly PSA Financial & Management): Boutique LA-based business management firm serving entertainment professionals and high net worth individuals with tax, bookkeeping, and royalty management. Directly competes for the same entertainment segment and HNW client base.
• Anco Media Management: Long-standing Los Angeles business management firm serving entertainers, athletes, and high net worth clients. Comparable boutique positioning and entertainment-focused service offering in the same geographic market.

Regional players

• PKF California (PKF San Francisco / PKF O'Connor Davies): Mid-tier regional accounting firm with HNW and closely-held business focus, operating in adjacent West Coast markets. Comparable in service mix but with different geographic concentration.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/VHTax
• LinkedInlinkedin.com/company/vanhoutentax

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Van Houten Tax & Business Solutions