top of page
""

Halverson & Company

Halverson & Company has always been focused on staying close to our clients throughout the year.

Our Firm

​Our Firm features business clients ranging from the closely-held small business entity with annual revenues from $1 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.

Our Approach

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.

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. Contact us to learn more about how we can help you with your tax and accounting needs and stay informed with our news published by Halverson Accountants.

Two people reviewing taxes Halverson & Company Tax Firm in Encinitas, CA

Leadership Team

Meet the team dedicated to providing an unmatched level of client service with proactive communication and expert guidance.

Eric R. Koehle, CPA Halverson & Company

Eric R. Koehle, CPA

MANAGING PARTNER

Scott T. Wrigley, CPA Halverson & Company

Scott T. Wrigley, CPA

PARTNER

Tim Halverson, CPA Halverson & Company

Timothy A. Halverson, CPA

FOUNDING PARTNER

Kim Hernandez Halverson & Company

Kim Hernandez

 DIRECTOR OF OPERATIONS

Nate Cragun, CPA Halverson & Company

Nate P. Cragun, CPA

DIRECTOR

Michael Meyers, CPA Halverson & Company

Michael Meyers, CPA

DIRECTOR

Levi Kendall, CPA Halverson & Company

Levi Kendall, CPA

DIRECTOR

Carolyn Chow, CPA  Halverson & Company

Carolyn Chow, CPA

TAX MANAGER

Josh Kleiner  Halverson & Company

Josh Kleiner

TAX MANAGER

Katie Allen, CPA  Halverson & Company

Katie Allen, CPA

TAX MANAGER

Bri Fillmore Halverson & Company

Bri Fillmore

ACCOUNTING SERVICES

SENIOR MANAGER

Kelli Hansen Halverson & Company

Kelli Hansen

ACCOUNTING SERVICES MANAGER

Maggie Burke Halverson & Company

Maggie Burke

OFFICE MANAGER

bottom of page