About Rex Halverson & Associates

We consult on a broad range of California state and local tax issues, including franchise tax, income tax, property tax, sales tax, use tax, employment / payroll tax, fuel tax, and business license tax matters, as well as California New Employment Credits and California Competes Credits.

We are committed to providing the highest level of client services and offer extensive experience across many industries including, automotive parts, equipment leasing, payroll services, computer hardware, software, banking, travel, motion picture, printing, transportation, utilities, medical supplies and devices, manufacturing, construction, agriculture, wine, car dealerships, commerical real estate investment and retail.

Rex Halverson, Esquire & Principal

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.

Patricia Mugleston, Director, Tax Credit Services

Patricia Mugleston joined Rex Halverson & Associates in 2011 as our Director of Tax Credit Services and Paralegal. She brings with her, experience and excellent business and legal skills from working with senior partners from prominent law firms, education and construction professionals. She earned an AA degree and certifications from Sacramento City College as well as diplomas from the Business Technology & Training Institute and Moore’s Business College. Her strong analytical and organizational skills have helped to develop new solutions to streamline our California and federal credits operation. Originally, she was responsible for documenting California Enterprise Zone tax credits, federal Work Opportunity Tax Credits for corporate clients, doing criminal background checks, legal research, drafting memoranda, business development, marketing and strategic planning. She also managed our human resources and payroll, and supervised summer interns.

Patti is currently an Associate and Paralegal with us and specializes in  research and writing and monitoring California and federal legislation and daily news events. She continues to manage our human resources, payroll and summer interns.