Insights

Future-Focused Services Halverson & Company emphasizes proactive financial planning and advisory services, indicating opportunities to pitch innovative consulting, tax planning, and strategic advisory solutions aimed at helping clients achieve long-term growth.

Diverse Client Base With a wide-ranging client portfolio from small businesses to large corporations across industries like retail, real estate, and healthcare, there are multiple sectors where tailored financial services and niche industry expertise can be promoted.

Technology Adoption Utilizing tools such as QuickBooks, WordPress, and PHP demonstrates openness to leveraging technology; this presents prospects to offer advanced digital accounting, automation, and cybersecurity services to enhance operational efficiency.

Growth in Tax Services The increasing workload in accounting for income taxes and multi-state tax engagements highlights an opportunity to expand specialized tax solutions, compliance consulting, and cross-state tax planning services.

Mid-Sized Market Focus Operating within the mid-market revenue range of one to five million dollars and serving larger clients with revenues over two billion reveals potential for scalable, customizable solutions to support business expansion, succession planning, and M&A advisory.

Similar companies to Halverson and Company

Halverson and Company Tech Stack

Halverson and Company uses 8 technology products and services including QuickBooks, Open Graph, Google Fonts API, and more. Explore Halverson and Company's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • Lodash
    Javascript Libraries
  • WebsiteBuilder
    Page Builders
  • WordPress.com
    Platform As A Service
  • PHP
    Programming Languages
  • reCAPTCHA
    Security

Media & News

Halverson and Company's Email Address Formats

Halverson and Company uses at least 1 format(s):
Halverson and Company Email FormatsExamplePercentage
FirstL@halversoncpa.comJohnD@halversoncpa.com
79%
First.Last@halversoncpa.comJohn.Doe@halversoncpa.com
21%

Frequently Asked Questions

Where is Halverson and Company's headquarters located?

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Halverson and Company's main headquarters is located at 761 Garden View Court Suite 201 Encinitas, California 92024 United States. The company has employees across 1 continents, including North America.

What is Halverson and Company's phone number?

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You can contact Halverson and Company's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Halverson and Company's official website and social media links?

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Halverson and Company's official website is halversoncpa.com and has social profiles on LinkedIn.

What is Halverson and Company's NAICS code?

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Halverson and Company's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Halverson and Company have currently?

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As of April 2026, Halverson and Company has approximately 24 employees across 1 continents, including North America. Key team members include Chief Financial Officer: R. R.Partner: E. K.Partner: S. W.. Explore Halverson and Company's employee directory with LeadIQ.

What industry does Halverson and Company belong to?

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Halverson and Company operates in the Accounting industry.

What technology does Halverson and Company use?

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Halverson and Company's tech stack includes QuickBooksOpen GraphGoogle Fonts APILodashWebsiteBuilderWordPress.comPHPreCAPTCHA.

What is Halverson and Company's email format?

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Halverson and Company's email format typically follows the pattern of FirstL@halversoncpa.com. Find more Halverson and Company email formats with LeadIQ.

When was Halverson and Company founded?

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Halverson and Company was founded in 1997.

Halverson and Company

AccountingCalifornia, United States11-50 Employees

Halverson & Company is a professional accounting firm dedicated to 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. It is our desire to assist you with that direction, in becoming a sounding board, a trusted advisor that can help you reach your business and personal financial goals.

The Firm boasts a strong group of accounting professionals providing tax compliance, planning, consulting, accounting, and business advisory services to a wide-range of business and individual clients.

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 $2 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.

Section iconCompany Overview

Headquarters
761 Garden View Court Suite 201 Encinitas, California 92024 United States
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1997
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Halverson and Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Halverson and Company's revenue is estimated to be in the range of $10M$25M

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