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We’re dedicated to providing a level of client service that goes far beyond the numbers - focusing on not just where you've been, but where you're going.

Tax Planning and Compliance

Our proactive approach to assisting with your annual income tax preparation needs and planning opportunities allows us to optimize strategies in minimizing federal and state income tax liabilities.

We can help with and specialize in the following:

  • ​Individual Tax

  • Corporation Tax

  • Partnership Tax

  • Estate, Trust & Gift Tax

Two colleagues providing Tax Planning and Compliance Services Halverson & Company

Consulting and Advisory

Business Formation, Entity Selection, and Structure Planning​

Selecting the appropriate entity within which to do business can be critical from a tax planning standpoint. We can assist in providing various options and recommendations in accomplishing the correct structure for your business needs.


Merger and Acquisition Transaction Planning and Consulting

We have experience dealing with simple and complex transactions. Whether you are the buyer or seller, we can help navigate the complexities and challenges to achieve the best result.


Accounting for Income Taxes (ASC 740 and Uncertain Tax Positions)

Income tax reporting and required disclosures is an ever-increasing responsibility of public and certain private companies. We work closely with your audit team to provide these specialized services.

Tax Firm team providing Consulting and Advisory services Halverson & Company

Accounting Services

Full General Ledger Maintenance & Prepared Financial Statements

Our team can lift the burdens of financial accounting by becoming your outsourced accounting department in maintaining full general ledger accounting records, including revenue and expense reporting, balance sheet account reconciliations, and completion of prepared financial statements. Additional services include fixed asset maintenance, personal property tax preparation, compensation reporting, sales tax preparation, budgeting, and cash flow forecasting. 

business meeting Halverson & Company Accounting Services
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