A new name for the firm we’ve always been – built on extraordinary client service, deep technical expertise and an unwavering commitment to our clients’ success.
The Holthouse brand will continue to roll out through early 2027.
Law firms face an increasingly complex business environment as they navigate evolving business models, changing client expectations, partnership structures, technology demands and opportunities for growth. From managing day-to-day financial operations to evaluating ownership transitions and strategic transactions, firm leaders need reliable financial information and experienced advisors to make informed decisions.
HCVT works with law firms ranging from boutique practices to national firms with global operations. Our professionals bring together tax, audit and assurance, and advisory expertise to help law firm leadership address operational challenges, manage financial and tax obligations, evaluate strategic opportunities and plan for the future.
Tax Planning & Compliance
We help law firms and their partners navigate complex tax requirements while planning for growth, changing ownership structures and evolving business needs. Our services include:
Federal and state partnership tax return preparation and compliance
Multistate tax planning, including state composite filings and assessment of state income tax exposure
Quarterly estimated income projections and year-end tax planning
Preparation and timely delivery of partner K-1 schedules
Partner compensation, income allocations, retirement and benefit considerations
Individual income tax planning and compliance for partners, including multistate filings
Tax planning related to acquisitions, ownership transitions and other strategic transactions
International tax planning and compliance considerations
Audit & Assurance
Reliable financial reporting helps law firms meet stakeholder requirements, evaluate financial performance and support strategic decisions. Our services include:
Financial statement audits, reviews and compilations
Employee benefit plan audits
Financial reporting and related accounting guidance
Attest services to address applicable reporting and stakeholder requirements
Transaction & Strategic Advisory
As law firms consider new growth opportunities, outside investment, combinations or ownership transitions, understanding the financial, operational and tax implications is essential. HCVT provides advisory support before, during and after significant transactions to help leadership evaluate alternatives and make informed decisions.
Our services include:
Strategic growth, expansion and ownership transition planning
Evaluation of acquisitions, mergers, combinations and other strategic transactions
Assessment of alternative business and ownership structures, including management services organization (MSO) arrangements
Financial and strategic alternatives analysis
Transaction readiness assessments and financial due diligence
Tax and financial analysis of proposed transaction structures
Valuation advisory to support transactions and ownership decisions
Post-transaction integration and financial planning
Accounting & CFO Advisory
Strong financial operations provide the foundation for sustainable growth. We help law firms improve financial visibility, strengthen internal processes and access accounting and financial leadership resources as their needs evolve.
Our services include:
Outsourced and co-sourced accounting and financial reporting
Financial close and back-office support
Budgeting, forecasting and cash flow planning
Management reporting and financial performance analysis
Financial process improvement and operational planning
CFO-level advisory and strategic financial guidance
Technology & Transformation
As law firms evaluate opportunities to improve efficiency and modernize their operations, HCVT helps leadership align technology investments with broader business and financial objectives.
Our services include:
Finance and accounting systems evaluation and selection
Financial process and workflow improvement
Data management, analytics and reporting
Automation and AI opportunities within financial operations
Technology planning and integration related to growth and transactions
Supporting Law Firms Through Every Stage
Whether addressing ongoing tax and reporting requirements, strengthening financial operations, preparing for partner succession or evaluating a potential transaction, HCVT brings together the appropriate professionals to support your priorities.
Our coordinated approach helps law firm leaders understand how financial, operational, tax and strategic decisions intersect, providing practical guidance to address today's needs while positioning the firm for future growth.
BEST OF THE BEST
Our passion for excellence, continuous learning, and improvement have garnered Holthouse numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.
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