Business Details
Expert Accounting, Tax & Advisory Services
Holthouse Carlin & Van Trigt has built a reputation as a trusted accounting and advisory firm with decades of industry expertise. Our team specializes in delivering tailored solutions for tax, audit, and advisory needs, ensuring clients receive innovative and fact-based guidance. We prioritize open communication and a no-surprise environment, adapting to client cultures while leveraging senior-level resources for efficient service delivery. Our risk-based audit approach focuses on high-impact areas, combining technical knowledge with industry-specific insights to address complex challenges.As a firm dedicated to private companies, we differentiate ourselves through a client-centric ethos and a commitment to continuous learning, earning recognition for excellence and workplace culture. Our services extend to specialized areas like Opportunity Zones, ASC 740 compliance, and valuation advisory, empowering businesses to achieve long-term success.
Services
Tax Compliance
International Tax
Audit Services
Valuation Advisory
CFO Advisory
Client Accounting
ASC 740 Reporting
Opportunity Zones
Quality of Earnings
Asset Valuation
Highlights and features
- Our team brings decades of industry-specific audit and tax expertise.
- We employ a risk-based approach focusing on client-relevant accounting issues.
- Senior resources manage engagements for enhanced efficiency and quality.
- We combine Big Four experience with middle-market investment banking proficiency.
- Our collaborative culture prioritizes client service and transparent communication.
Associations and certifications
- Vault
Services
Tax Compliance
HCVT's tax professionals clarify complex regulatory environments, providing innovative solutions for federal, state, and international tax challenges. We help businesses minimize risks while optimizing strategies for compliance and growth. Our services include ASC 740 reporting, Opportunity Zone investments, and industry-specific tax planning tailored to private companies.
Audit Services
We deliver risk-based audit approaches for private companies, focusing on high-impact accounting issues and internal controls. Our methodology emphasizes customized planning, senior-level oversight, and industry-specific expertise to ensure accurate financial reporting. Services include agreed-upon procedures, employee benefit plan audits, and ASC 606 revenue recognition reviews.
Valuation Advisory
Our team provides objective valuations for business transactions, estate planning, and compliance requirements. Services cover purchase price allocations, goodwill impairment testing, and financial instrument valuations using rigorous analysis tailored to specific reporting needs. We support clients through complex valuation challenges in M&A and succession planning contexts.
CFO Advisory
HCVT's CFO Advisory Services offer strategic financial guidance for growing businesses, addressing capacity issues, accounting challenges, and operational improvements. We help organizations optimize financial processes, implement effective controls, and develop long-term growth strategies through experienced professional support and industry-specific insights.
Client Accounting Services
We streamline financial operations and compliance requirements through customized client accounting solutions. Our services include book-to-tax reconciliation, financial reporting, and strategic advisory to improve efficiency and decision-making. The team provides ongoing support for private companies seeking to strengthen accounting functions while focusing on core business growth.
People
Sam Bachstein
Partner
Partner at HCVT with extensive experience in audit services and financial reporting. Specializes in working with private companies across various industries to deliver tailored accounting solutions.
David L. Bierhorst
Partner
Partner providing audit and advisory services to private companies, focusing on delivering value through deep technical expertise and industry-specific knowledge for organizational growth.
Michael Cole
Partner
Partner in HCVT's tax services practice, offering strategic tax compliance and consulting solutions for private entities and high-net-worth individuals across multiple industries.
Daren J. Mesrobian
Partner
Partner leading advisory services, specializing in financial strategy and business growth solutions for clients in technology and professional services industries.
Raman Sain
Partner
Partner providing audit and accounting expertise to private companies, focusing on customized solutions that address complex regulatory and operational challenges effectively.
Questions
What accounting and advisory services do you offer?
We provide tax planning, audit services, valuation advisory, CFO advisory, client accounting, and specialized compliance solutions for private companies.
How do you help clients with tax compliance?
Our tax professionals deliver customized strategies addressing federal, state, and international tax challenges with innovative, fact-based solutions.
What industries do you specialize in?
We serve technology firms, affordable housing, nonprofits, law firms, professional services, and high-net-worth individuals nationwide.
What audit approach does HCVT use?
We employ a risk-based audit methodology focusing on high-impact areas while tailoring plans to clients' operational and regulatory needs.
Are your advisory services available nationwide?
Yes, with offices in 14 locations across the US, we serve clients nationally through localized expertise and virtual support.
Do you provide valuation services for business transactions?
Our Valuation Advisory Services team delivers objective, defensible valuations for mergers, acquisitions, and estate planning purposes.
