Our Approach

Our Approach to Client Service

Your individual and specific needs determine our level of involvement at Halverson & Company. We value our reputation for personal involvement and are no more than a phone call away when you are considering important business and personal transactions, tax planning, and financial decisions. We are readily available to act as your sounding board and personal advisor for questions, whenever they may arise. Our clients have come to appreciate and rely upon our accessibility.

The focus at Halverson & Company has always been to stay close to our clients throughout the year and not just at tax return time. By remaining in consistent contact with our clients, we are able to help avoid those unpleasant surprises and to anticipate and resolve tax matters on a proactive basis. It is our "personal touch" approach to client service rather than the "once-a-year mechanical" approach to client service found at so many other accounting firms. Familiarity with our client's circumstances also allows us to effectively plan for and take advantage of the many legislative changes that are enacted into law each year.

Principal Involvement

The quality, accuracy, and effectiveness of our client services are paramount to our continued success. Accordingly, to insure that these qualities are upheld, a team of highly skilled tax and accounting professionals is assigned to each client engagement. A member of that client service team will always be knowledgeable and available to respond to a client's needs. In addition, our firm's principal, Tim Halverson, heads each client service team and is never too busy nor too far away from the details to coordinate the firm's response. Whether it is the Chief Financial Officer of an established business enterprise dealing with a merger and acquisition transaction or a single individual client working through the details of a newly acquired rental real estate investment property, Tim will be intimately involved in directing the firm's resources to providing the most effective solution.