Halverson & Company - CPAs
Encinitas, CA
Halverson & Company - CPAs is listed in the Retail Tenants Together provider directory as an accounting resource for retail tenants in Encinitas and San Diego County — independent stores and restaurants in shopping centers and street-front locations.
Halverson & Company provides tax compliance, planning, and advisory services. They serve small to large businesses, high-net-worth individuals, and specific industries like retail and healthcare across the US. Their proactive communication and expert guidance differentiate their client service.
Why retail tenants in Encinitas work with accounting providers
Retail accounting means sales tax across jurisdictions, inventory and cost-of-goods tracking, point-of-sale reconciliation, and — for many center leases — percentage-rent reporting the landlord is entitled to audit. Accountants who work with independent retailers also review the landlord's annual CAM reconciliation, advise on multi-location P&Ls, and help owners separate the business from the store when it is time to sell or open a second location.
More accounting providers for retail tenants in Encinitas
2 Reviews
★★★★★
Erik is phenomenal. He was professional, thorough, and just has so much experience. He took the time out of his busy schedule to ask thorough questions regarding my business taxes. Most CPAs I have spoken to were not as clear, and of course want to get you to sign on. Erik took the time to be transparent about my options, and frankly did not even push on his services. He explained complex tax terms in language that made sense to me. He was very thorough with my options. Highly highly highly recommended!!!!
★★★★★
We recently had the pleasure of working with Eric Koehle and the remarkable support staff (specifically Michael Meyers and Maggie Burke). Their professionalism, courtesy, and efficiency exceeded our expectations, making tax season stress-free.
Everyone at the firm demonstrated exceptional expertise and dedication, ensuring our financial situation was assessed thoroughly. They communicated clearly and patiently, making us feel comfortable and well-informed.
They turned a daunting task into a streamlined experience. We wholeheartedly recommend their outstanding service for anyone in need of tax assistance.