Halverson & Company, Inc.

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 SERVICES: 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

Address: 761 Garden View Court, Suite 201, Encinitas, CA 92024, USA

Phone: +1 760 942 2608
FAX: +1 760 942 2894