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

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.

Franchise Tax Board

Taxpayer Savings:

$3 Million

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

Board of Equalization

Taxpayer Savings:


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

Employment Development Department

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:

$1.2 Million

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

Why Hire A Tax Attorney?

Why Choose Rex Halverson


Rex knows the law when it comes to tax matters. With over 39 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 isle 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.


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 get through the systems required to move his clients' cases forward and make continual progress towards a permanent resolution.

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.​