Individuals |Business |Restaurants & Retail
Healthcare |Sports Professionals |Real Estate
TAX SERVICES
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Tax Planning and Compliance
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Individual Tax
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Corporation Tax
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Partnership Tax
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Estate, Trust & Gift Tax
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Business Formation, Entity Selection, and Structure Planning
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Merger and Acquisition Transaction Planning and Consulting
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Federal and State Return Audit Representation
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Accounting for Income Taxes (ASC 740 and Uncertain Tax Positions)
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Property, Payroll and Sales Taxes
ACCOUNTING SERVICES
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Full General Ledger Maintenance
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Financial Statement Preparation
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Fixed Asset Maintenance
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QuickBooks Setup and Training
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Budget and Cash Flow Analysis

ABOUT US
As a professional accounting firm, Halverson & Company has grown and evolved to meet the specialized needs of our diverse clientele. Our dedicated team of accounting professionals provides tax compliance, tax planning, tax consulting, and tax advisory services to a wide-range of business and individual clients in locations stretching from the west coast to the east coast. For over 20 years we’ve been dedicated to providing a level of client service that goes far beyond the numbers.
Far too many accounting firms focus on the past, simply providing historical reporting on where you have been, rather than focusing on where you are going. We recognize that business and personal financial success should be focused more on the future and where you are headed and the best route to get there.
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. We refer to it as our “personal touch” approach to client service rather than the “once-a-year mechanical” approach found at so many other accounting firms.
Our Firm features business clients ranging from the closely-held small business entity with annual revenues from $1 to $5 million to large publicly-held corporations with annual gross revenues in excess of $1 billion. The Company maintains a significant client base in the restaurant/retail, real estate, and healthcare industries with an increasing workload in Accounting for Income Taxes and multi-state tax engagements. Business advisory service engagements include tax entity selection, transaction structuring and other merger and acquisition transaction consulting.
It is our desire to assist you with that direction, in becoming a sounding board and a trusted advisor that can help you reach your business and personal financial goals. You can download our brochure to learn more about us and stay informed with our news published by Halverson Accountants.


Timothy A. Halverson, CPA
PARTNER
Scott T. Wrigley, CPA
PARTNER
Eric R. Koehle, CPA
PARTNER
Nate P. Cragun, CPA
DIRECTOR
Michael T. Meyers, CPA
DIRECTOR
Levi Kendall, CPA
DIRECTOR
Carolyn Chow, CPA
TAX MANAGER
Josh Kleiner
TAX MANAGER
Katie Allen
TAX MANAGER
Emma Davison
TAX SENIOR
Hannah Daniels
TAX SENIOR

Brandon Coffman
TAX SENIOR

Hailey Williams
TAX ASSOCIATE

Jackson Haymaker
TAX ASSOCIATE
Accounting Services
Kimberly C. Hernandez
DIRECTOR
Briana J. Fillmore
ACCOUNTING SR. MANAGER
Kelli M. Hansen
ACCOUNTING MANAGER
Ashley Arnett
ACCOUNTING SENIOR
D'Vaunee Scott
ACCOUNTING SENIOR
Emma Glass
ACCOUNTING ASSOCIATE
Julie Batsford
ACCOUNTING ASSOCIATE
Administration
Maggie Burke
OFFICE MANAGER
Andrea Cumming
ADMINISTRATIVE ASSOCIATE
OUR TEAM
Tax Services

CONTACT
Halverson & Company
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LOCATIONS
San Diego, California
761 Garden View Court, Suite 201
Encinitas, CA 92024
Email: info@halversoncpa.com
Tel: 760.942.2608
Fax: 760.942.2894
Lehi, Utah
1250 E 200 S, Suite 1A
Lehi, UT 84043
Email: info@halversoncpa.com
Tel: 801.410.7512
Fax: 760.942.2894
For any general inquiries, please fill in the following contact form: