Big Four experience for mid-market businesses and high net worth individuals
Team · CPA · Los Angeles, California, United States
4
Services
California, Texas, Arizona
Service area
HCVT is a full-service CPA and advisory firm founded on technical excellence and client focus. The firm combines Big Four and middle-market investment banking experience to serve mid-market and high-net-worth clients across multiple states. HCVT offers comprehensive services including tax planning and preparation, audit and financial statement services, CFO advisory, M&A advisory, valuation advisory, business management and family office services, and technology and transformation consulting. The firm operates multiple service lines tailored to entrepreneurs, business owners, and high-net-worth individuals seeking strategic financial guidance. With a partner-first engagement model, HCVT emphasizes direct access to senior expertise and customized solutions. The firm serves clients in diverse sectors and provides real estate tax planning, wealth transfer services, business succession planning, and compliance support. HCVT demonstrates commitment to diversity and inclusion, with leadership having signed the CEO Action for Diversity and Inclusion Pledge.
Phil Holthouse
Founder · CPA
Jim Carlin
Founder · CPA
John Van Trigt
Founder · CPA
Vicken Haleblian
CEO and Managing Partner · CPA
Credentials: CPA
Languages: English
Serves: California, Texas, Arizona
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