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What We Do |
Provide Accounting and Tax Services to Physician and Dental Professionals, Including:
Monthly General Ledger Maintainance and Account Reconciliation
Payroll Support and Reporting, NEW — ONLINE PAYROLL PROCESSING with printable pay stubs
Quarterly Financial Statements
Business and Personal tax return preparation
General Business Advising – Practice Management Consulting
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Who We Are |
Mark Halversen, CPA License # CPA 68208 (Current Owner) – halverse@pacbell.net
BS Business Administration from CSUH &ndash Magna Cum Laude – 1989
3 Years of Auditing Experience with Coopers and Lybrand – Oakland Office
MBA Finance from BYU – With Honors – 1994
Worked for the Firm from 1994 until 2006, then transitioned to owner
Scott Halversen, CPA (Mark’s Brother) License # CPA 74062 – syh_cpa@pacbell.net
BS Accounting from CSUH – 1987
KPMG Accounting Firm 1987–1997 Tax and Consulting
Self–Employed 1997 to 2007 – Computer Consulting & Programming & Tax Return Preparation.
Employee 2007 to present – Computer Consulting & Programming & Tax Return Preparation.
Other staffing currently includes Mark’s sister Sheri, Mark’s wife’s sister Jalene, and Jalene’s husband Shawn.
We are very much a family business. The Firm was started by our father, Brent Halversen. His father, Leon Halversen worked for the firm for 6 years, after retiring from a Retail Management career. Brent’s brother Vern also worked in the firm for many years.
Our Firm’s bookkeeping clientele is about 90% Dentists. We also have roughly 350 "regular" taxpayers.
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Management Style |
We prefer to use the advisory vs. the authoritative approach. We believe in providing enough information and education to assist our clients in making the correct decisions for their particular situation.
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Firm Values |
We believe in family, friendship, community, fairness, courtesy, honesty, and patience. We believe that awareness leads to better decisions, and try to keep an eye on the long term and the big picture.
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How We Charge for our Services |
We have a fixed, Monthly Fee for all Services provided to our business clients.
We charge separately for Corporate and Personal Tax Preparation.
We charge by the hour for consulting or computer related engagements.
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All contents copyright © 2008-2024 Mark Halversen, CPA. All rights reserved. Any information provided on this website is of a general nature for educational purposes only and is not intended to be legal or tax advice. This information may not have been updated to reflect subsequent changes in the law, if any. Your particular facts and circumstances, and changes in the law, must be considered when applying U.S. and state tax law. You should always consult with a competent tax professional licensed in your state with respect to your particular situation.
IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with the requirements imposed by the I.R.S., we inform you that any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
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