Professional. Technical. Responsive.
Individuals |Business |Restaurants & Retail
Healthcare |Sports Professionals |Real Estate
Tax Planning and Compliance
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
Full General Ledger Maintenance
Financial Statement Preparation
Fixed Asset Maintenance
QuickBooks Setup and Training
Budget and Cash Flow Analysis
“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
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
Scott T. Wrigley, CPA
Eric R. Koehle, CPA
Matt Sommer, CPA
Nate P. Cragun, CPA
SENIOR TAX MANAGER
SENIOR TAX MANAGER
Carolyn Chow, CPA
Michael T. Meyers, CPA
Kimberly C. Hernandez
ACCOUNTING SR. MANAGER
Briana J. Fillmore
Kelli M. Hansen
Halverson & Company
Restaurant CPA, Encinitas CPA, Rancho Santa Fe CPA, Carlsbad CPA, San Diego CPA, Utah CPA,
San Diego, California
761 Garden View Court, Suite 201
Encinitas, CA 92024
Utah County, Utah
1250 E 200 S, Suite 1A
Lehi, UT 84043
For any general inquiries, please fill in the following contact form: