Business Details
Your Trusted Accounting Partner in Bonsall, CA
Levering & Hvasta CPAs, LLP has been serving clients for over 70 years, combining expertise and experience to deliver personalized financial guidance. Our team specializes in tax planning, accounting, and financial consulting for individuals and businesses. We prioritize high standards, employ seasoned tax professionals, and maintain a client-focused approach to ensure long-term trust and satisfaction.Our services extend beyond North San Diego County to clients nationwide, addressing diverse financial needs with tailored solutions. We emphasize proactive tax strategies, compliance, and attention to detail, ensuring clients navigate complex financial landscapes with confidence. Our commitment to excellence and client-centric philosophy has fostered enduring relationships with a loyal client base.
Services
Tax Planning
Bookkeeping
Financial Consulting
Estate Planning
Retirement Planning
Entity Selection
Computer Consulting
Highlights and features
- We offer 70+ years of experience in tax and accounting services.
- Our team includes seasoned Certified Public Accountants and specialists.
- We provide personalized, client-focused financial solutions.
- Our services cater to individuals and businesses nationwide.
- We emphasize proactive tax planning and compliance expertise.
Associations and certifications
- CPA
- MST
- CRTP
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to individual and business needs. We stay current with evolving tax laws to identify opportunities for savings and compliance. Clients benefit from personalized guidance to optimize financial outcomes.
Bookkeeping
We provide accurate bookkeeping to maintain organized financial records, ensuring efficient daily operations. Our team handles tasks like payroll, invoicing, and financial reporting, empowering businesses to focus on growth while maintaining fiscal clarity.
Estate Planning
Estate planning services ensure seamless asset distribution and tax efficiency for individuals and families. We assist with trusts, wills, and tax filings to minimize liabilities, providing peace of mind for clients and their beneficiaries.
Financial Consulting
Our consulting services address strategic financial decisions, including entity selection, mergers, and business valuations. We deliver actionable insights to enhance profitability and long-term sustainability for businesses of all sizes.
Retirement Planning
We guide clients in building retirement portfolios that balance growth and tax efficiency. Our approach includes asset allocation, risk management, and tax-advantaged savings strategies to secure financial independence.
People
Mark A. Hvasta
Partner
Mark A. Hvasta, CPA and MST, specializes in tax planning and compliance with over 30 years of experience. He focuses on delivering strategic solutions for individuals and businesses.
Jennifer Kelley
CPA
Jennifer Kelley provides comprehensive accounting services, emphasizing accuracy and client education. Her expertise spans tax preparation and financial reporting for diverse industries.
Denise Saunders Wilson
CRTP
Denise Saunders Wilson, a Certified Registered Tax Preparer, supports clients with tax return preparation and compliance. She ensures meticulous attention to detail in all filings.
Questions
What tax deductions are available for home offices?
Self-employed individuals may deduct home office expenses if used exclusively for business. Deductions include a portion of utilities, rent, or mortgage interest based on square footage.
How can I request a tax filing extension?
File Form 4868 by April 15 to get a six-month extension. Note that this extends filing time only, not payment deadlines for taxes owed.
What records should I keep for charitable donations?
Retain receipts for donations over $250, including acknowledgment from the charity. Non-cash donations require Form 8283 if valued above $5,000.
Can I deduct student loan interest?
Yes, up to $2,500 annually for qualified student loans. The deduction phases out at higher income levels and does not require itemizing.
How are trust tax returns handled?
Trusts require separate tax filings (Form 1041). We assist with preparing returns and ensuring compliance for subtrusts and charitable entities.
