California Tax Blog

Helping Taxpayers Throughout California

Rex Halverson

6 Tips for Surviving a Sales Tax Audit

Have a Game Plan Before the Auditor Calls – Understand that the auditor has time constraints and will appreciate your efforts in promoting a quick and easy audit. You should anticipate and prepare for potential issues and questions that an auditor may have. That is to say, you must strategize. Pre-audit your business and identify

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2014 Tax Extenders Act (H.R. 5771)

The House voted December 3rd to extend tax breaks through the end of 2014. The bill contained about 50 provisions benefiting individuals, businesses and non-profits. The bill now goes to the Senate for approval. Some of the larger tax breaks are noted below: Individual Tax Breaks Extended – Amends the Internal Revenue Code to extend

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Internet Tax Freedom Act

Open Letter to Senators Dianne Feinstein & Barbara Boxer, I understand that the extension of the moratorium on Internet access taxes will expire on December 11, and I urge you to pass H.R. 3086, the Permanent Internet Tax Freedom Act, to make the moratorium permanent before we reach that deadline. I was actively involved in

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Professional Colleague

I first worked with Mr. Halverson as a colleague when we both worked at a “Big 4” accounting firm where I was a tax partner, over ten years ago. We worked on tax planning and restructuring projects, including extensive interactions with four of the five members of the Board of Equalization. The projects were complex

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Excellent Attorney, Excellent Result

I’m a CPA who needed an attorney to appeal a payroll tax penalty assessed by the Employment Development Department. It was difficult to find a specialist in this area but was finally directed to Rex. He pounced on it immediately, crafted an excellent response and got a favorable result in less than 2 weeks. Highly

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Makes difficult process less painful

The times I’ve dealt with Rex were always the largest, most escalated items. He was always quick to understand our issue, easy to talk to, understood our direction, and got a positive disposition on the case. Though the cases are always the problems when I turn to him, I know I can trust him and

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Legal Services Provided

Overall rating: Excellent Trustworthy: Excellent Responsive: Excellent Knowledgeable: Excellent Kept me informed: Excellent I am a sole practitioner Tax Attorney in California with a practice focused on individual income tax. In connection with a client’s needs in the area of California Sales Tax, I contacted Rex to consult regarding specific issues surrounding the purchase of

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Tax Liens – Attorney Advice

Rex Halverson quickly understood my issues with the CA Franchise Tax Board and their state tax lien process. In short-order he was able to assess my CA State tax affairs, potential liabilities, and recommend decisive action for my accountant. This advice was extremely helpful so that I could navigate the FTB’s morass of arcane rules

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California Competes Tax Credit Woefully Inadequate

The California Competes Tax Credit is an income tax credit available to businesses that want to locate in California or stay and grow in California. Tax credit agreements are negotiated by GO- Biz and approved by a statutorily created “California Competes Tax Credit Committee,” consisting of the State Treasurer, the Director of the Department of

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