California Tax Blog

Helping Taxpayers Throughout California

Rex Halverson

The Halverson Difference

Former California Deputy State Controller – Taxation, Rex Halverson, Esq., Principal and founder of Rex Halverson & Associates, is a nationally recognized State and Local Tax professional.

He specializes in the resolution of tax controversies, transactional tax advice, refund claim strategies, voluntary disclosures, and ruling requests, as well as the drafting of state tax statutes and regulations.  Mr. Halverson regularly represents clients before California taxing authorities, including the Board of Equalization (BOE), Franchise Tax Board (FTB), Employment Development Department (EDD) and the State Controller’s Office (SCO), on a wide variety of tax issues.

With unparalleled dedication and a commitment to excellence in customer service, integrity and innovation, the firm of Rex Halverson & Associates has quickly become one of the most influential tax consulting firms in California.

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State and Local Tax Transactional Advice

Rex Halverson & Associates consults on all aspects of state and local tax matters, including sales and use, franchise, income, property, fuel, payroll (employment) and business license tax issues. We can assist you with state and local tax planning and transactional advice relating to acquisitions, mergers, reorganizations, worldwide unitary combination, divestments, relocations, nexus, sale and

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Audit Controversies & Advocacy

Rex Halverson & Associates, LLC is a Sacramento-based consulting firm founded by Former Deputy State Controller, Rex Halverson. With unparalleled expertise in California taxation, the firm represents individuals, professionals, businesses and corporations throughout the United States, consulting on a comprehensive range of state and local tax issues.

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Due Diligence

Rex Halverson & Associates will assist with due diligence in preparation for an acquisition or disposition of a company or with the due diligence immediately following an acquisition in order to ensure compliance with state tax laws. As part of that due diligence, we can review franchise, income, sales/use, property, payroll, and business license tax

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CA Lobbying & Tax Initiatives

Rex Halverson & Associates is experienced at drafting tax initiatives, organizing initiative committees, gathering signatures, polling, running initiative campaigns and qualifying your pro-business tax initiative for the ballot. We also draft statutes, regulations, or annotations for our clients that desire to see a change in the current rules for one reason or another. Once drafted,

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