My First Tax Audit
I hired Rex to help me prepare for a tax audit. He very clearly explained the process to me, which was important because this was my first audit. Rex then worked with me to put together my files and structure a cover letter presenting those files in a methodical way to the auditor. Most importantly, Rex was available throughout the course of my audit to answer my questions – and this really helped calm me down every time the auditor asked for additional information. I highly recommend Rex.
Peace of Mind
When my wife and I got out first CA Franchise audit letter, we did what everyone else probably does, freak out. We did not know what to expect, and have heard horror stories of how no matter what, you are going to owe. I contacted Rex Halverson, and after the first appointment, I hired him to help walk me thru something I had know idea what to expect. He helped me put together everything I needed for the audit. The CA Franchise was auditing me for a year that some of my records were unattainable. He helped me put together a package that was sufficient for a zero change in my return. It was a huge load off back to have someone so knowledgeable to help me thru this three month nightmare of not knowing what was going to happen. I would recommend Rex to anyone who does not want to go thru this alone. He was a life saver, and even knowing what I know now, if I get audited again, I will retain his services without a second thought.
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.
– Robert F.
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 and regulations, especially as they pertain to new and old tax liens. Rex also prepared me for the tax man’s sluggish response time. And, he had suggestions which propelled the FTB to quickly generate correspondence which alleviated my situation while the tax agency slowly processes my information.
Several months have passed, and I have not heard definitively form the FTB. However, in the meantime, Rex’s advice has enabled the removal of several state tax liens, so that I was able to refinance my property. The mortgage bank and title company were impressed with Rex’s and my accountant’s work product, and the speed and the response from the FTB.
Now, I’m awaiting the FTB’s processing of my information which Rex indicated might take up to six or seven months. I hope this matter will be resolved and closed for good. If I have situations in the future which develop with the CA FTB, and my accountant is feeling perplexed, I will not hesitate to contact Rex Halverson to seek his advice for resolution of complicated tax matters. I really appreciate that he was efficient, professional, and especially that he was helpful.
– Roger F.
Knowledgeable Property Tax Dispute Resolution Advisor
Rex was the point person on a property tax dispute that lasted for several years (including time before I joined the company). He facilitated communications between the company and other subject matter experts and was able to lend his expertise to help guide the process to conclusion. While the end result was not necessarily favorable to the company, I believe Rex’s contribution gave the company the best result given the circumstances.
Out of State LLC
Rex quickly researched a tax questions about our KS LLC filing status in CA. We had information from other tax attorneys, but nothing clear and definite. His prompt attention to our questions makes it easy for us to move forward on the issue. He was professional, respectful, and knowledgeable. We highly recommend him.
California State & Local Tax
I worked together with Rex in the State and Local Tax practice at KPMG, and since leaving the Firm have continued to seek out his advise and assistance with California tax matters. I was a partner on the east coast and never hesitated to reach out to Rex for help with a California matter. He was always very responsive and demonstrated a great knowledge of California taxation. The most recent issue he has worked on with me concerned California local business license taxes and the issue of how to apportion gross receipts for the license tax. This matter is still under appeal with the local jurisdiction. I would not hesitate to ask Rex for assistance the next time I need help with a California tax issue.
My wife and I had the pleasure of working with Mr. Halverson regarding a FTB audit of our residency. We found Mr. Halverson to be very hard working and he helped us to fully understand the appeals process. In the end, we were successful in our appeal with the BOE.
I had some legal questions so I googled attorneys here in Sacramento and I found Rex. I needed someone to read a legal contract but didn’t have the money to pay. As soon as I called Rex he went right into work mode and started to assist me. I emailed him this contract and he explained the paperwork to me. It was nice to see that there are still good people out here in the world that would do a kind thing and not make everything about money. You can tell he was an honest guy who wasn’t trying to rip you off. I would highly recommend him to anyone. Thank You Rex..
I contacted Rex in regard to a change of domicile question. I was shocked that Rex was the person who answered my call. We had a short conversation and he was able to answer all of my questions. He sent over a document with more detailed information shortly after our call. I am very impressed with my experience and would recommend him to anyone with similar questions/issues.
Very Professional Attorney
I have worked with Rex on two projects and he always responded to inquiries quickly and provided excellent service.
– Ray W.
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 it makes the process a lot less painful.
– Wendy S.
Legal Services Provided
I recommend Rex Halverson. I hired Rex 1-3 years ago. Rex handled my Tax matter. 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 a yacht out of state by a recently departed former California resident. Rex provided very specific valuable advice in a very prompt and professional manner. I would highly recommend him to anyone with a serious need for the highest level of legal assistance in the area of California State Sales Tax, as well as any other areas that Rex may include in his practice.
Governor George Deukmejian
Please accept my personal thanks for your generous contribution to the improvement of California State Government. I can not overemphasize the extraordinary service that you have provided all citizens and taxpayers in the State of California.
– Governor George Deukmejian
State Board of Equalization
Please accept congratulations from all of us in Board Proceedings Division as you begin employment with KPMG/Peat Marwick. You have served the Controller and the taxpayers with distinction. Your hard work and dedication have been an example to everyone who has had the opportunity to work with you. Enclosed is a transcript of the Board’s adoption of a resolution recognizing your outstanding service. We wish you all the best.
– Janice Masterton, Chief – Board Proceedings Division, BOE
City of Richmond
We, at the City of Richmond, have the utmost praise for Tassa Consulting (now known as Rex Halverson & Associates), whose high caliber of professionalism and substantive know-how was crucial to our successful bid for a new 15-Year California Enterprise Zone designation.
– Thomas Mills, Economic Development Administrator, City of Richmond
Merced County Economic Development Corporation
…very pragmatic and responsive…carefully structured an application that built on our collaborative efforts, and facilitated an application that had no technical deficiencies…helped manage a large multi-jurisdictional group and achieved consensus and the results were favorable, an application without technical deficiencies and which received conditional designation…
– Scott Galbraith, President & CEO, MCEDCO
City of Compton
We were pleased with the professional manner in which your firm conducted the entire engagement, and the quality of the final product evidenced by the fact that the State of California ranked Compton’s EZ Application 8th out of the 25 applications they received. The City of Compton appreciated your commitment and hard work towards the success of the project. We say “if you want a California Enterprise Zone Designation, contact (Rex Halverson & Associates, LLC)…the Winning Team”!
– Joseph Lim, Director, Planning & Economic Development Department, City of Compton
Tassa Consulting Group (now known as Rex Halverson & Associates, LLC) has deep experience, knowledge, and framework for working with Enterprise Zones, and they bring a high level of professionalism to what they do. They are a pleasure to work with.
– Alyson Greenlee, Analyst, ICF International
City of Calexico
…If not for (Rex Halverson & Associates, LLC), we would not have been able to submit the successful application. The development of the application was demanding and (RH&A) guided us in identifying the items needed and in organizing and putting together the application for submittal. You get what you pay for, and we definitely got the best.
– Rosalind Guerrero, City of Calexico
Economic Development at the Alliance
I have had the opportunity to work with (Rex Halverson & Associates, LLC) extensively for the past 2 ½ years on our Enterprise Zone program. Their input and expertise have been invaluable in assisting our efforts to secure and develop our local EZ program.
– Doug Sweetland, Stanislaus EZ Administrator & Director of Economic Development at the Alliance
Please note that these testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your particular tax matter.