Tax Problems Don't Solve Themselves


That's What We Do.

Rex Halverson

Need Help With A Tax Issue?

Contact Us For a Free Consultation.

Protecting Taxpayers

Rex knows the law when it comes to tax matters. With over 41 years of experience, including 3 years on the California Board of Equalization (BOE), Rex has handled a broad range of tax issues from both sides of the aisle and he knows what it takes to win.

Although nothing is guaranteed, and every case is unique, Rex has an impressive track record of advocating on behalf of his clients and has been able to negotiate impressive results in many of his previous cases. Rex fights tenaciously to get results for his clients. 

Experience You Can Count On

Rex has had a long career in the tax field and he knows how to navigate the various tax entities to get things done. Rex knows how to cut the red tape required to move his clients' cases forward and make continual progress towards a permanent resolution.

Since 2005, Rex Halverson & Associates has specialized in tax controversies (Audits and Appeals) and tax credits but his expertise includes income, sales and use, property, payroll, fuel and business license tax matters.

Free Consultation

Call us now at (916) 444-0015 or fill out the form below and we'll contact you as soon as possible to schedule a consultation.

What Clients Say About Us


George

Aug 27, 2018

I was able to reach out to Rex directly, spoke with him on the phone immediately, and received one of the best explanations for a complex situation. Not only did he provide me with great advice, he really took the time to walk me through the process. In just one consultation he was able to help me tremendously. Above all he listened to me, which in today’s world means a lot. Great lawyer, great advice, can’t say it enough, I highly recommend.


Michael

Aug 05, 2018

Rex deftly handled a delicate matter for me with such ease, calm and aplomb that it boggles the mind. What once seemed potentially disastrous, was suddenly neutered. If you have tax issues that need expert handling by someone with experience in dealing with these prickly state entities, look no further; Rex is the right man for the job. In addition, Rex is friendly, honest, and a joy to deal with. I am so incredibly grateful that I found him and that he was able to handle my case so efficiently. Thank you Rex!


Cam

May 06, 2018

Rex Halverson is great! He took out the time, listened to my concern, guided me to the right agency I should be in contact with and even who I should be speaking to. I appreciated the calm and courtesy, knowledge, and patients Rex provided me concerning Sales and Use Tax. Thanks so much.


Tax Issues We Can Help You With


Sales and Use Tax Audits and Appeals

Income Tax Audits and Appeals

Payroll Tax Audits and Appeals (Including Trust Fund Recovery Penalties)

State and Local Tax Transactional Advice

Domicile and Residency Issues

Settlements, Offers-in-Compromise, and Installment Agreements

Worker Classification - Employees vs. Independent Contractors

Property Tax Assessment Appeals

Acquisition or Disposition Due Diligence

California Lobbying and Tax Initiatives

Contact Us Today For A Free Consultation

Success Stories


Sales & Use Tax

Taxpayer Savings:

$14 Million

Successfully appealed a bad debt issue resulting in over $14 million in refunds to CA credit unions.

EDD - Payroll Tax

Taxpayer Savings:

$1.5 Million

Successfully appealed two EDD payroll tax penalties assessed saving the taxpayers over $1.5 million.

Franchise Tax Board

Taxpayer Savings:

$3 Million

Successfully appealed a FTB assessment related to forgiveness of indebtedness saving the taxpayer over $3 million.

Franchise Tax Board

Taxpayer Savings:

$1.2 Million

Successfully appealed a FTB personal income tax residency audit saving the taxpayers over $1.2 million.

Board of Equalization

Taxpayer Savings:

$846,000

Successfully appealed a BOE assessment of sales and use tax against a direct seller saving the taxpayer over $846,000.

Why Hire A Tax Attorney?


Contact Us Today For A Free Consultation

About Rex Halverson


Rex Halverson founded his State and Local Tax firm, Rex Halverson & Associates in 2005.

He specializes in tax controversies (Audits and Appeals) and tax credits but his expertise includes income, sales and use, property, payroll, fuel and business license tax matters.

Prior to starting up his firm, Rex worked for KPMG (one of the Big 4 Accounting Firms) where he was a Director and Practice Leader for Controversy and Consulting – Western Region in the State and Local Tax Practice.

From 1995-1998, Rex served as Deputy State Controller, Taxation for Kathleen Connell, the former California State Controller. While serving as Deputy State Controller, Rex was responsible for representing the Controller on the Board of Equalization and Franchise Tax Board.

Rex began his State and Local Tax career in Bank of America’s Tax Department in San Francisco. While at the Bank, he also taught the course “California Taxation” in the Graduate School of Taxation at Golden Gate University in San Francisco.

He is the former Vice Chair of the California Chamber of Commerce Statewide Tax Committee and a member of the California State Bar, Tax Section. He received his law degree from the University of California, Hastings College of the Law and his Bachelor of Arts degree from the University of California at Davis.​