Business Details
Your Trusted Certified Public Accountants
At Halverson & Company & Company, we have built a reputation as a premier tax and accounting firm dedicated to delivering proactive, client-centric solutions. Our team of certified public accountants combines decades of experience with industry-specific expertise to serve small to large businesses and high-net-worth individuals. We prioritize ongoing communication to anticipate and resolve tax matters before they arise, distinguishing ourselves from firms that offer only annual, transactional services. Our approach focuses on future-oriented financial planning, helping clients navigate complex tax landscapes while minimizing liabilities. Specializing in tax compliance, advisory services, and business entity structuring, we serve diverse industries including healthcare, real estate, technology, and hospitality.Our commitment to excellence is reflected in our personalized service model, which has earned the trust of publicly traded companies, professional athletes, and executives. We maintain offices in California and Utah, serving clients nationwide with a focus on accuracy, timeliness, and strategic insight. Our team includes seasoned professionals with expertise in multi-state tax engagements, merger and acquisition consulting, and accounting for income taxes under ASC 740 standards. By staying ahead of regulatory changes and leveraging our deep technical knowledge, we empower clients to achieve long-term financial success. Our track record of exceeding client expectations has solidified our position as a trusted advisor in the accounting industry.
Services
Tax Planning
Tax Compliance
Accounting Services
Business Formation
M&A Consulting
ASC 740 Reporting
Highlights and features
- We maintain proactive communication to resolve tax matters before they become issues
- Our team specializes in multi-state tax engagements and ASC 740 compliance
- We provide industry-specific expertise for healthcare, real estate, and hospitality sectors
- Our personalized approach avoids the 'once-a-year' transactional model of larger firms
- We offer direct access to experienced CPAs with merger and acquisition expertise
What people say
Unparalleled responsiveness
Technical expertise
Strong reassurance
Exceeded expectations
Trusted advisors
Services
Tax Planning
Our proactive tax planning services help businesses and individuals minimize federal and state tax liabilities. We analyze current financial situations to identify planning opportunities and implement strategies that optimize tax outcomes. Our expertise includes multi-state tax considerations and complex individual and corporate tax scenarios.
Tax Compliance
We handle comprehensive tax compliance services for corporations, partnerships, estates, and high-net-worth individuals. Our team ensures accurate preparation and timely filing of federal and state tax returns while maintaining adherence to evolving tax regulations and reporting requirements.
Accounting Services
Our outsourced accounting services include general ledger maintenance, financial statement preparation, and cash flow forecasting. We provide fixed asset management, sales tax reporting, and budgeting support to help businesses maintain accurate financial records and make informed decisions.
M&A Consulting
We offer specialized consulting for merger and acquisition transactions, supporting both buyers and sellers. Our services include entity selection, transaction structuring, and due diligence analysis to navigate complex deals and achieve optimal outcomes for business owners.
ASC 740 Reporting
Our experts provide accounting for income taxes under ASC 740 standards, including uncertain tax positions and financial statement disclosures. We collaborate with audit teams to deliver specialized tax provision services for public and private companies with complex reporting requirements.
People
Eric R. Koehle
Managing Partner
Eric R. Koehle leads Halverson & Company & Company as Managing Partner, overseeing strategic direction and client service delivery. With extensive experience in tax advisory and compliance, he specializes in serving public companies and complex business entities across multiple industries.
Scott T. Wrigley
Partner
Scott T. Wrigley serves as Partner, focusing on tax compliance and advisory services for businesses and individuals. He brings expertise in multi-state tax planning and works closely with clients to develop strategic solutions that align with their financial goals.
Timothy A. Halverson
Founder
Timothy A. Halverson & Company & Company established the firm and pioneered its proactive client service approach. As founder, he built the firm's reputation for excellence in tax advisory services before transitioning to retirement while maintaining an advisory role.
Kim Hernandez
Director of Operations
Kim Hernandez manages firm operations, ensuring efficient service delivery across all practice areas. She coordinates client engagements and oversees administrative functions to maintain the firm's high service standards and operational excellence.
Michael Meyers
Director
Michael Meyers serves as Director, providing tax compliance and advisory services to businesses and individuals. He specializes in complex tax matters and works closely with clients to implement strategic tax planning solutions that optimize financial outcomes.
Questions
What tax services do you specialize in?
We specialize in individual and corporate tax planning, compliance, and advisory services including multi-state tax strategies, ASC 740 reporting, and merger/acquisition consulting for businesses and high-net-worth individuals.
Which industries do you serve?
We serve healthcare providers, real estate companies, technology firms, hospitality businesses, and professional athletes/executives. Our team has deep expertise in these sectors' unique tax requirements.
How are you different from larger accounting firms?
We offer personalized service with direct CPA access, proactive communication, and industry-specific expertise at competitive rates compared to larger firms' standardized approaches.
Do you handle complex tax matters?
Yes, we specialize in complex multi-state tax engagements, ASC 740 reporting, and uncertain tax positions for public companies and high-net-worth individuals with sophisticated financial needs.
