Business Details
Your Trusted Partner for Tax Planning & Compliance
At Halverson & Company & Company, we pride ourselves on delivering proactive, client-focused tax and accounting solutions tailored to businesses and high-net-worth individuals. Our team of certified professionals combines decades of experience with industry-specific expertise to provide comprehensive services including tax planning, compliance, advisory, and accounting. We serve diverse sectors such as healthcare, real estate, technology, and construction, emphasizing future-oriented financial strategies over historical reporting.Our approach prioritizes year-round communication to anticipate and resolve tax matters proactively, ensuring clients receive personalized guidance aligned with their business and personal financial goals. With a client base ranging from small businesses to large publicly-held corporations, we position ourselves as trusted advisors dedicated to optimizing tax efficiency and long-term success.
Services
Tax Planning
Tax Compliance
Consulting Services
Advisory Services
Accounting Services
Highlights and features
- We offer proactive tax planning with year-round client communication.
- Our team specializes in multi-state tax compliance and advisory services.
- We serve diverse industries including healthcare, real estate, and technology.
- Our approach combines technical expertise with personalized financial guidance.
- We provide seamless coordination with independent auditors for accuracy.
What people say
Unparalleled responsiveness
Proactive communication
Trusted advisors
Accurate and timely
Instrumental in planning
Services
Tax Planning
Our tax planning services focus on minimizing federal and state tax liabilities through proactive strategies tailored to individual and business needs. We analyze financial situations to identify opportunities for tax savings, ensuring compliance while optimizing long-term financial goals. Clients benefit from expert guidance aligned with evolving regulatory requirements.
Tax Compliance
We handle comprehensive tax compliance for individuals, corporations, partnerships, estates, and trusts. Our team ensures accurate preparation and timely submission of tax returns, addressing complex multi-state requirements for businesses. This service includes ongoing support to maintain adherence to changing tax laws and reporting standards.
Consulting Services
Our consulting services cover entity selection, merger and acquisition planning, and transaction structuring. We provide tailored advice to help clients choose optimal business structures and navigate complex transactions. This includes strategic guidance for growth-oriented decisions and regulatory compliance.
Advisory Services
Advisory services focus on long-term tax strategy and financial planning. We assist with ASC 740 compliance, uncertain tax positions, and multi-state tax challenges. Our team collaborates with audit professionals to deliver specialized solutions for public and private companies, ensuring alignment with broader business objectives.
Accounting Services
We offer outsourced accounting solutions including general ledger maintenance, financial statement preparation, and cash flow forecasting. Services extend to fixed asset management, sales tax reporting, and budgeting support. Our goal is to alleviate administrative burdens while maintaining precise financial records for informed decision-making.
People
Eric R. Koehle
Managing Partner
Eric R. Koehle leads Halverson & Company & Company as Managing Partner, overseeing strategic direction and client service excellence. With extensive experience in tax advisory and compliance, he ensures the firm maintains its commitment to proactive, client-focused solutions across diverse industries.
Scott T. Wrigley
Partner
Scott T. Wrigley serves as a Partner, specializing in tax compliance and advisory services for businesses. His expertise includes multi-state tax strategies and transaction consulting, supporting clients in achieving financial efficiency while maintaining regulatory compliance.
Timothy A. Halverson
Founder - Retired
Timothy A. Halverson & Company & Company founded the firm with a vision for personalized tax advisory services. Though retired, his legacy shapes the firm's client-centric approach, emphasizing proactive communication and technical excellence in serving high-profile clients.
Kim Hernandez
Director of Operations
Kim Hernandez manages operational efficiency at Halverson & Company & Company, ensuring seamless service delivery. Her leadership focuses on optimizing internal processes and client coordination, supporting the firm's commitment to timely, responsive tax and accounting solutions.
Michael Meyers
Director
Michael Meyers contributes expertise in tax advisory and compliance, working closely with businesses on multi-state tax challenges. As Director, he plays a key role in delivering strategic solutions that align with clients' long-term financial objectives.
Questions
What tax services does Halverson & Company & Company & Company offer?
We provide tax planning, compliance, advisory, and consulting services for individuals and businesses, including multi-state tax strategies and entity selection.
How does Halverson & Company & Company & Company differ from other tax firms?
Our proactive, year-round approach focuses on future financial goals rather than historical reporting, with personalized guidance from experienced CPAs.
Which industries does Halverson & Company & Company & Company specialize in?
We serve healthcare, real estate, technology, construction, restaurants, and retail sectors, along with high-net-worth individuals and public companies.
Can Halverson & Company & Company & Company assist with business transactions?
Yes, we offer merger and acquisition consulting, transaction structuring, and entity selection to optimize tax efficiency and regulatory compliance.
