Current Clients

Restaurant and Retail Catalina Restaurant Group, Inc. Islands Restaurants LP Rubio’s Restaurants, Inc. Sybra, Inc. (dba Arby’s Restaurants) American Café LLC (dba Trophy’s Restaurants) Bajio Nevada , LLC Cape Bros., Ltd. (dba Henry’s Pub) Paradise Bakery & Café, Inc. Pallino Pastaria Company The Cottage, Inc. Back Bay Paradise, LLC Lyon’s of California, Inc. (dba Lyon’s Restaurants) Sage American Bar & Grill Bluwater Café Creative Host Services, Inc.

Health Care

The Ensign Group, Inc.
Medical Group of North County, Inc.
Alexander Surgery Center
Gregg A. Toolson DDS MS Orthodontics, Inc.
Michael Nussbaum, MD, Inc.
David Fischbach MD, Inc.
Carl Miller MD, Inc.
Coyne & Associates, Inc.
David Uffens DDS, Inc.

Technology

World Waste Technologies
Quorex Pharmaceuticals
Novusweb Corporation

Trades and Services

Evergreen Realty & Associates, Inc. (Real Estate Services) Escrow Options Group, Inc. (Escrow Services) EVR Lending, Inc. (Mortgage Lending) Le Mobile, Inc. (Mobile Recording) Sherweis Marketing Systems, Inc. (Advertising) Waterside Productions, Inc. (Publishing) McFarlane Architects, Inc. (Architecture) Toolson Construction Company, Inc. (Construction Services) Mindy Sonshine Photography (Professional Photography) WorkSmart Promotions, Inc. (Product Promotion) Brehm Communications, Inc. (Newspaper Publishing)

Food Service and Restaurant Industry Clients

Rubio’s Restaurants, Inc.
Owner and operator of approximately 150 quick casual Rubio’s Mexican food restaurants in California, Arizona, Nevada, Colorado, Oregon, and Utah.

Islands Restaurants, L.P.
Owner and operator of 52 casual dining Islands Restaurants in California, Nevada and Arizona through a multi-tier entity ownership structure.

Catalina Restaurant Group, Inc.
Owner and operator of approximately 250 Coco’s and Carrows Restaurants in 6 states through a consolidated group of subsidiary corporations.

Creative Host Services, Inc.
Owner and operator of food and beverage concessions in 29 international and regional airport locations in 16 states throughout the country.

Sybra, Inc.
Owner, franchisee and operator of 240 fast food Arby's Restaurants in 15 states through a consolidated group of subsidiary corporations.

Paradise Bakery & Café, Inc.
Owner and operator of 25 company-owned and 10 franchised casual bakery & café restaurants in California, Oregon, Colorado, Arizona and Texas.

Paradise Bakery Franchisees
MSK Culinary Venture, Inc.; Paradise In Flight, Inc.; Paradise In Portland, Inc.;
Paradise of Omaha, LLC; Paradise of Utah, LLC; Back Bay Paradise, LLC.

Trophys Restaurants
Owner and operator of 4 casual dining Trophy's Restaurants in California.

Bajio Nevada , LLC
owner and operator of one Bajio Grill restaurant in Las Vegas , NV.

Lyon's Restaurants, Inc.
Owner and operator of 4 company-owned and 5 franchised casual dining Lyon’s Restaurants in California and Oregon.

Pallino Pastaria Company
Owner and operator of 8 company-owned and 1 franchised quick-casual Italian-theme restaurants in Washington.

Cottage LJ, Inc.
Owner and operator of one casual dining restaurant in California.

Bluwater Café, LLC
Owner and operator of one fine dining restaurant in Massachusetts.

Cape Bros Ltd.
Owner and operator of Henry's Pub Restaurant in the San Diego Gaslamp district.

Sage American Grill
Owner and operator of two fine dining restaurants in Connecticut.

Islands Restaurants "Tim Halverson and his team understand the restaurant business! They have been valuable business advisors for many years assisting us with entity structuring, tax projection planning, tip reporting, fixed asset management, and of course all our income tax and business property tax return filing requirements. Their concern for our company along with their personal touch is evident in all they do". - Doug Kollus, President Rob Richards, Chief Financial Officer Rubio’s Restaurants "Halverson & Company have been a welcome addition to our list of service providers. As a public company, our tax accounting, tax planning, and tax rate analysis needs are a constant priority. Since turning to Halverson & Company to assist us in these areas, we have enjoyed a strong reassurance that this particular need is in good hands. They have exceeded our expectations both as to accuracy and timeliness, at times working directly with our independent auditors to get the job done"! - John Fuller, Chief Financial Officer Trophy’s Restaurants "As a four-unit restaurant company, we work to keep our corporate costs to the minimum. We do not have the luxury of affording a full time finance officer. Tim Halverson and his qualified staff have been our outsource solution for assistance with strategic business, finance, entity structure, and tax planning decisions. He is always ready at the end of my phone to act as a sounding board and to provide his experience and counsel to the challenges of the restaurant business". - Dale Wilson, General Partner "Through the years, Tim and his staff have been instrumental in organizing and tracking my financial information and assisting with the many tax related planning matters that I encounter. I would recommend them to anyone as trustworthy tax advisors"! - Danny Ainge, Executive Director Boston Celtics "Tim has been with me through the years as I have continued to climb the football coaching ladder. Anytime I have a question, I just pick up the phone and he’s there, knowledgeable and informed, ready to help in the decision process. His experience allows him to advise from many different perspectives. I’m grateful to have him"! - Brian Billick, Head Coach Baltimore Ravens "I have only been with Halverson & Company for a short time now, but I can already see the value of making the change to them. They understand the professional athlete, they understand planning for the growth and protection of assets and the multi-state tax factors that we encounter and they do it with a personal touch! It was a good decision to bring them on to my team"! - Todd Heap, All-Pro Tight End, Baltimore Ravens "We have been working with Halverson & Company for over 10 years. We were frustrated with our previous accounting firm because they did not take the time to understand our business, and did not give us advice appropriate to our industry. Tim was able to immediately show us ways to better operate our restaurant and manage our taxes, and we are confident that Tim has literally saved us tens of thousands in previously missed tax benefits. But more important than merely preparing our tax returns, Tim and his team have become an essential sounding board to our three companies. We rarely make financial decisions without first running them by Tim or a member of his team. We are a family run business, and Tim has at times mediated situations when one partner wanted to head in a different direction. Tim's calming influence has been critical at some of the most pivotal points in our development. I would highly recommend working with Halverson & Company because of their high ethics, attention to detail, and exceptional results". - John Wolfe, President, Cottage LJ, Inc.

Trades and Services

Brehm Communications, Inc.
Owner and publisher of more than 50 daily, weekly, semiweekly and tri-weekly newspapers and shoppers located in the state of California, Arizona, Nevada, Utah, Iowa, Illinois, and Indiana.

Waterside Productions, Inc.
World leading literary agency representing computer and technical authors since 1982 with more than 5,000 books to over 50 different publishers, generating more than $150 million of royalty revenue for its authors.

Sherweis Marketing Systems, Inc.
A national marketing and advertising agency focused on yellow page and internet advertising, including design of custom, high impact artwork.

WorkSmart Promotions, Inc.
Provider of business promotional products created to improve customer traffic, motivate staff, thank customers, and increase safety awareness.

McFarlane Arcitects, Inc.
San Diego based commercial architecture and engineering design firm providing services to diverse industries including the medical, biotech, and manufacturing industries with labs for research and development, lab support facilities, and administrative facilities.

Mindy Sonshine Photography
Highly recognized photography company specializing in weddings, engagements, and large family settings throughout the western United States.

Evergreen Realty & Associates, Inc.
High volume real estate agency representing buyer and seller real property transactions throughout Southern California.

Escrow Options Group, Inc.
Third party escrow company engaged in the settlement of real property transactions.

Le Mobile, Inc.
Mobile remote recording studio owned and operated by Emmy Award winning producer, Guy Charbonneau, with location multi-track audio recording of music artists including Eric Clapton, Paul McCartney, The Eagles, Madonna, Aerosmith, Faith Hill, Kenny Chesney, Fleetwood Mac, Metallica, and Garth Brooks.

Healthcare

The Ensign Group, Inc.
One of California’s largest and fastest growing long-term healthcare providers with over 50 assisted living facilities in California, Washington, Arizona, and Texas dedicated to elevating the quality of care to superior levels, one facility at a time.

Medical Group of North County, Inc.
A professional medical corporation providing oncology and internal medicine services to patients from all parts of Southern California.

Alexander Surgery Center
Renowned La Jolla, CA based cosmetic surgery center providing an extensive selection of both surgical and noninvasive cosmetic procedures by a team of experienced physicians.

Coyne & Associates, Inc.
Provider of psychological, counseling and educational services specializing in the treatment of infant autism throughout Orange and San Diego counties.

Anesthesiologists

Michael Nussbaum MD, Inc.
David Fischbach MD, Inc.
Carl Miller MD, Inc.

Dentists and Orthodontists David Uffens DDS, Inc. Gregg A. Toolson DDS MS, Inc.