Nicholas

May 21, 2019

It was truly a pleasure working with Rex. He is very knowledgeable, professional, and genuine. He thoroughly helped me understand my situation, and his friendly and thoughtful explanation provided me with a sense of peace. Look no further!


Melissa

May 12, 2019

The franchise tax board recently contacted me regarding a business I sold in 2012. Every phone conversation with the state made me more and more frustrated. I contacted Rex and within weeks the matter was resolved. It was a huge relief to put all of this behind me. I could not have asked for a kinder, more professional person to have on my side.


Peter

May 10, 2019

Just called him from France with some worries about a residency issue. He immediately answered, was very kind, and had helpful information.


Angie

Mar 22, 2019

I truly appreciate Rex Halverson’s service, highly satisfied.


Terry

Dec 05, 2018

I called during my lunch hour and to my surprise Rex answered the phone himself. Rex gave me a ton of information to start the process of cleaning up my debt. Rex encouraged me to handle what I could on my own to save cost. Once I do what he asked I will be in touch to solve my situation. Thanks Rex.


Darian

Oct 08, 2018

Rex was very responsive and understood the ins and out to our query. He provided both sides of the arguement clearly enough for us to make an informed decision. Would recommend.


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.


Chang

Aug 20, 2018

Called about my tax audit situation. He provided great incite and advice. Thanks Rex. Will keep you in mind in the future. Will definitely 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.


anonymous

Apr 25, 2018

Mr. Wenstrom very thoroughly and knowledgeably guided me through my real estate IRS tax questions. My husband and I feel confident about moving forward with our decisions. Highly recommend!


Scott

Apr 05, 2018

I have used Rex Halverson & Associates for a while now. For all my income tax difficulties. The outcome is always possitive, I give my biggest recommendation to try his services. You will not be disappointed.


Swissmiss

Apr 05, 2018

Mr. Rex Halverson is the most incredibly knowledgeable, honest, friendly and genuinely good-hearted attorney i have ever had the pleasure of working with. His depth of knowledge is incredible, and you feel as though you genuinely have someone thats on your side and cares deeply about giving you the best/most accurate advice possible. He put our minds at ease immediately and truly went out of his way to solve our case. If you are looking for the best of the best look no further...you have found him.


Matthew

Apr 05, 2018

We've worked with Rex Halverson for several years and he's always been great. He's knowledgeable, professional and responsive anytime we have questions. I'd recommend Rex to anyone that needs help with tax issues.


Richard

Apr 05, 2018

I would give more than five stars if I could! I had a tax filing status question that I could not get answered. I sent a message to Rex via his website and within a few hours he called me. In a few short minutes Rex answered my question and gave me sound advice on how to proceed. If you have a tax issue, call Rex. He helped me like no one has. Thank you, Rex!


anonymous

Nov 08, 2017

Mr. Halverson provided me with excellent legal advice. I give him my highest recommendation.


Bob

Jun 23, 2017

For nearly two years, the California Franchise Tax Board has been harassing me for back taxes for a closed business that didn't even have a presence in California (I live in Oregon)! Their latest stunt was to send me a 10 day demand-or-levy notice for $39,000 without any prior notice. They could have levied bank accounts, put a lien on my house, etc. Within a couple of hours, Rex got them to agree to what amounted to only about 10% of their original demand. He knew exactly who to call and how best to negotiate with them. Since he is in Sacramento, he is even going to personally walk the tax returns over to the FTB office and have them hand him receipts. I got really lucky. I couldn't have chosen a better attorney. I enthusiastically recommend him for any tax matters.


Ryan

May 19, 2017

Rex has been great to work with. He is personable, competent, reliable, and helped us to achieve the outcome we were targeting while billing reasonably along the way. I strongly recommend him.


Guru

May 05, 2017

Rex Halverson has been extremely professional, honest, hard working, and results oriented tax attorney. As a small technology startup owner inundated with the requests from Franchise Tax Board for all kinds of documents for many years, Rex Halverson helped me and rescued me from that agony. Eventually, he got it resolved without any liability to the company. If anyone wants results in tax related issues, I would highly recommend Rex Halverson.


anonymous

Apr 12, 2017

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.


J.R.

Dec 10, 2016

I needed some expert assistance with resolving some tax issues with the California Franchise Tax Board. My accountant was having absolutely no luck with getting my issues resolved so she recommended I find a California Tax Attorney to assist me, and I am so glad that I found Rex. Rex did an excellent job working with the FTB to get my problems fixed quickly and efficiently. I can not thank him enough.


Sherry

Dec 09, 2016

Our small business ran into an issue with the IRS and we were on the path to begin the appeal process with our tax agent, having no clue how long it would have taken and how much we would have spent in the end. Luckily, we found Rex and scheduled a meeting with him for some consultation before doing so. Rex was very frank with us - presenting our available options on how to proceed. He did not try to gouge us for money nor paint a picture-perfect scenario to gain our business. We hired him to help us resolve the issue and we are very satisfied with the results/conclusion of our case. If you are in a pickle, it will definitely be worth your time to speak with him first. Thanks Rex!!


Scott

Dec 07, 2016

With Rex's concentrated focus as a tax attorney, his experience with Sacramento, and his many years of expertise, he was able to pinpoint my situation in a very short period of time and give me the very professional legal advice I needed. I highly recommend you call Rex.


anonymous

Aug 11, 2016

I needed an Attorney who had precise knowledge in real estate sales and taxes, and I found that in Rex Halverson. He provided me with very helpful information within a short period of time, which help to keep cost very low. He assisted in helping me make one of the most important decisions in my life. I had been searching for an attorney that would give me correct answers to the legal questions as to my situation, however, I had a difficult time in finding one. Rex is not only knowledge in his field, but he was friendly and took time to explain the legalities to me so that I understood everything in detail. I really appreciate was he did for me and my family.. thank you Rex!


anonymous

Jul 16, 2016

Rex got in touch with me very promptly and gave me a very realistic view of what would happen, and how I should go about dealing with the issue. He also gave me a quick idea about the approximate costs I could expect. I do hope to go back to Rex for my tax issues.


Bill

Mar 10, 2016

I live out of state, on the opposite coast now from California. I was looking for some assistance with a tax debt from 1999/2000, as I had no clue where to even start. Mr. Halverson was kind enough to provide me with the information I needed to start looking into resolution and gave me information that saved me from wasting thousands of dollars on a so-called "Tax relief" service I had almost gone with. I thank Mr. Halverson greatly.


Tim

Jul 31, 2015

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.


Mia

Jul 01, 2015

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 try to rip you off. I would highly recommend him to anyone. Thank You Rex


Aaron

Jun 18, 2015

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.


Johnnie

May 08, 2015

My wife and I have the pleasure working with Mr. Halverson regarding our issue with FTB on our residence matter we found Mr. Halverson is very hard working to help us understand the process and working very deliberate to ensure we have all the right answer when we attend our hearing with the BOE board and the end result is in our favor.


Peter

Apr 29, 2015

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.


Susan

Apr 28, 2015

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.


Roger

Dec 03, 2014

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.


Steven

Jul 15, 2014

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.


Wendy

Jul 09, 2014

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.


anonymous

Jul 08, 2014

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.


Robert

Jul 08, 2014

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 recommended.


anonymous

Sep 10, 2013

We asked for Rex Halverson's assitance on a specfic tax matter. He was knowledgble about the issue and responsive to our need. He kept us informed about the progress in our matter.


Michael

Feb 25, 2010

I first worked with Mr. Halvorson 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 and creative ones in which sensitive legal and political matters were central. All of these endeavors were successfully concluded and would not havebeen had it not been for Mr. Halvorson's extremely high level of expertise and extensive, respectful relationships with high ranking staff at the BOE as well as the members themselves. For the last five years, we have both worked at different firms and my current CPA firm has hired Mr. Halvorson as a contractor/consultant to work on complex California tax matters where there is no room for error. His work in this capacity has been no less competent and effective, enabling my firm to bring value to our clients we would not otherwise be able to do. He has provided these outstanding services to projects I am involved with and which other members of my firm have brought to him, without my foreknowledge or involvement. These other members have also expressed great satisfaction with his work. I should also add that I have found his time charges and billing rates to be quite affordable, particularly in view of the value he has provided to us and our clients.


Raymond

Feb 25, 2010

I have worked with Rex on two projects and he always responded to inquiries quickly and provided excellent service.


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.

– Aaron


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 recommended.

– 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.

– Anonymous


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.

– Susan


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.

– Peter


FTB Matter

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.

– Johnnie


Good Person!!!!!

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..

– Mia


Very Helpful

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.

– Tim


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.

– Steven


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


ICF International

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.