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

 
 

Halverson & Company

Certified Public Accountants

SELECTED

CLIENTS

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.

Islands Restaurants
Restaurant CPA, Carlsbad CPA, Encinitas CPA, client Islands,
El Pollo Loco
Rubio's Coastal Grill
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The Ensign Group
CareTrust REIT
Aspen Skilled Healthcare
Fashionphile
Upward Projects
Show More
 
Timothy A. Halverson, CPA
PARTNER
Nate P. Cragun, CPA
TAX MANAGER
Devon Smith
TAX SENIOR
Scott T. Wrigley, CPA
PARTNER
Rachel Hutzler, CPA
TAX MANAGER
Erin Shields, CPA
TAX SENIOR
Jared St. Clair, CPA
PARTNER
Michael T. Meyers, CPA
TAX MANAGER
Scott Barton
TAX ASSOCIATE
Eric R. Koehle, CPA
PARTNER
Sean Tanner, CPA
TAX MANAGER
Kimberly C. Hernandez
ACCOUNTING SR. MANAGER
Briana J. Fillmore
ACCOUNTING MANAGER
Amanda Woo
ACCOUNTING ASSOCIATE
Jennifer Vernale
ADMINISTRATIVE ASSOCIATE
Kelli M. Hansen
ACCOUNTING SENIOR
Ashley Arnett
ACCOUNTING ASSOCIATE
Felicity Vaughn
TAX ASSOCIATE
Carolyn Chow
ACCOUNTING SENIOR
Jenny Svanberg
ACCOUNTING CLERK
Brian Mohler
TAX ASSOCIATE
Sophia Weiner
ACCOUNTING ASSOCIATE
Maggie Burke
ADMINISTRATIVE ASSOCIATE

OUR TEAM

 

SAN DIEGO

CONTACT

Halverson & Company

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

Phoenix, Arizona

4320 E Brown Road, Suite 112

Mesa, AZ 85205

Email: info@halversoncpa.com
Tel:  480.386.9710

Fax:  760.942.2894

Click Here to Find Us

Utah County, Utah

170 S. Interstate Plaza Drive, Suite 100

Lehi, Ut 84043

Email: info@halversoncpa.com
Tel:  801.653.3622

Fax:  760.942.2894

Click Here to Find Us

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

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