Levering & Hvasta

Business Details

Expert Accounting and Tax Services in Bonsall, CA

Levering & Hvasta is a tax planning-focused accounting firm with over seven decades of service to clients across North San Diego County, the United States, and internationally. Our team of seasoned professionals delivers personalized financial guidance, combining expertise in tax management, accounting, audits, financial statements, and strategic planning. We prioritize close analysis and attention to detail, ensuring clients receive tailored solutions for their unique needs. Our commitment to high standards, continuous professional development, and a collaborative team approach has fostered long-term client relationships. We specialize in navigating complex tax laws, estate planning, and business succession strategies while maintaining a proactive approach to minimize tax liabilities.

Our services extend to individuals, businesses, and organizations, supported by advanced technological tools and a dedication to ethical practices. We emphasize transparency, client education, and practical solutions to help clients achieve financial stability and growth. With offices in Bonsall and San Diego, we blend local market knowledge with nationwide expertise. Our reputation as a leading firm in the region is built on consistent delivery of value-driven services and a client-centric philosophy that prioritizes long-term success over transactional interactions.

Services

Tax Services Estate Planning Financial Planning Bookkeeping Business Consulting Retirement Planning Entity Selection Investment Review Pension Plans Computer Consulting

Highlights and features

We offer decades of combined experience in tax and accounting services.
Our team includes Certified Public Accountants and specialized tax professionals.
We provide personalized financial strategies tailored to individual client needs.
Our proactive tax planning minimizes liabilities while maximizing returns.
We maintain long-term client relationships through transparent communication and results-driven solutions.

Website

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Services

Tax Services

Our tax services encompass comprehensive planning, return preparation, and compliance for individuals, corporations, partnerships, and trusts. We specialize in minimizing tax liabilities through proactive strategies aligned with evolving regulations. Our expertise includes handling complex tax issues related to business transactions, estate planning, and international tax obligations.

Estate Planning

We design customized estate plans to ensure smooth asset distribution while minimizing tax burdens. Services include trust administration, will creation, and succession planning for businesses and families. Our approach combines legal compliance with strategic tax optimization to protect your legacy and beneficiaries' financial future.

Financial Planning

Our financial planning services focus on retirement strategies, investment optimization, and long-term wealth preservation. We help clients navigate complex financial decisions through personalized roadmaps that integrate tax considerations, risk management, and estate planning components for holistic financial security.

Business Consulting

We provide actionable insights for business growth through entity selection, financial forecasting, and operational efficiency analysis. Our consulting services address mergers and acquisitions, profit-sharing plans, and technology implementation to enhance profitability and sustainable development for organizations of all sizes.

Bookkeeping

Our bookkeeping solutions maintain accurate, organized financial records essential for business operations. We handle day-to-day transaction recording, account reconciliation, and financial reporting to support informed decision-making and regulatory compliance for small to mid-sized enterprises.

People

Mark A. Hvasta

Partner

Certified Public Accountant with Master of Science in Taxation specializing in complex tax planning and business advisory services. Over 30 years of experience guiding clients through regulatory challenges and financial strategy optimization in diverse industries.

Jennifer Kelley

Certified Public Accountant

Experienced CPA delivering tailored accounting solutions with focus on individual and corporate tax compliance. Expertise in financial reporting and audit preparation, committed to maintaining the highest standards of client service and professional ethics.

Denise Saunders Wilson

Certified Registered Tax Preparer

Specializes in tax preparation and planning for individuals and small businesses. Certified tax expert with deep knowledge of federal and state tax codes, dedicated to maximizing client refunds and minimizing liabilities through strategic compliance.

Stacy Hvasta

Executive Administrative Assistant

Certified Paralegal with extensive experience supporting accounting operations and client communications. Manages administrative workflows and legal document preparation, ensuring seamless coordination between clients and professional staff.

Elizabeth Payfer

Reception & Administrative Support

Frontline administrative professional managing client intake, appointment scheduling, and office operations. Provides exceptional customer service while maintaining confidentiality and efficiency in supporting the firm's daily functions.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, tax planning, financial reporting, entity selection, and business advisory services tailored to small business needs.

Do you handle international tax compliance?

Yes, we assist clients with cross-border tax planning, reporting requirements, and compliance for international operations.

Can you help with retirement planning strategies?

Our financial planners specialize in retirement income strategies, investment optimization, and tax-efficient withdrawal plans.

What estate planning documents should I prepare?

We recommend wills, trusts, power of attorney documents, and healthcare directives to ensure comprehensive estate planning.

How do I schedule a consultation?

Do you offer virtual accounting services?

Yes, we provide secure online tools for document sharing, tax preparation, and financial planning consultations.