Halverson & Company

Certified Public Accountants

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Professional. Technical. Responsive.

 

INDIVIDUALS

Individuals |Business |Restaurants & Retail

Healthcare |Sports Professionals |Real Estate

TAX SERVICES
  • Tax Planning and Compliance
    • Individual Tax
    • Corporation Tax
    • Partnership Tax
    • Estate, Trust & Gift Tax
  • Business Formation, Entity Selection, and Structure Planning​
  • Merger and Acquisition Transaction Planning and Consulting
  • Federal and State Return Audit Representation
  • Accounting for Income Taxes (ASC 740 and Uncertain Tax Positions)
  • Property, Payroll and Sales Taxes

 

 ACCOUNTING SERVICES
  • Full General Ledger Maintenance
  • Financial Statement Preparation
  • Fixed Asset Maintenance
  • QuickBooks Setup and Training
  • Budget and Cash Flow Analysis
 

ISLANDS RESTAURANTS

“Tim Halverson and his team understand the restaurant business! They have been valuable business advisors for many years assisting us with entity structuring, tax projection planning, tip reporting, fixed asset management, and of course all our income tax and business property tax return filing requirements. Their concern for our company along with their personal touch is evident in all they do.” 

 

-Rob Richards, Chief Financial Officer

SELECTED

CLIENTS

Island Restaurants
Blue Bridge Hospitality
Rubios Costal Grill
Brehm Communcications
The Ensign Group
CareTrust REIT
Aspen Skilled Healthcare
Fashionphile
Providence Group
Show More
 

Halverson & Company

Certified Public Accountants

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
Matt Sommer, CPA
TAX DIRECTOR
Nate P. Cragun, CPA
SENIOR TAX MANAGER
Michael T. Meyers, CPA
TAX MANAGER
Carolyn Chow
TAX MANAGER
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Kevin Deiter
TAX MANAGER
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Katie Allen
TAX ASSOCIATE
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Josh Kleiner
TAX SENIOR
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Sam Bant
TAX ASSOCIATE
Brian Mohler
TAX ASSOCIATE
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Daniel Poaletti
TAX ASSOCIATE
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Maria Bateman
TAX ASSOCIATE
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Emma Davison
TAX ASSOCIATE
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Haley Harris
TAX ASSOCIATE
Kimberly C. Hernandez
ACCOUNTING SR. MANAGER
Briana J. Fillmore
ACCOUNTING MANAGER
Kelli M. Hansen
ACCOUNTING SENIOR
Amanda DeHart
ACCOUNTING ASSOCIATE

OUR TEAM

Tax Services

Accounting Services

Administration

Maggie Burke
OFFICE MANAGER
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Emma Glass
ADMINISTRATIVE ASSOCIATE
Ashley Arnett
ACCOUNTING ASSOCIATE
 

SAN DIEGO

CONTACT

Halverson & Company

Restaurant CPA, Encinitas CPA, Rancho Santa Fe CPA, Carlsbad CPA, San Diego CPA, Utah CPA, 

OUR 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

Click Here to Find Us

Utah County, Utah

1250 E 200 S, Suite 1A

Lehi, UT 84043

Email: info@halversoncpa.com
Tel:  801.653.3572

Fax:  760.942.2894

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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