Former California Deputy State Controller – Taxation, Rex Halverson, Principal and founder of Rex Halverson & Associates, is a nationally recognized State and Local Tax professional.
He specializes in the resolution of tax controversies, transactional tax advice, refund claim strategies, voluntary disclosures, and ruling requests, as well as the drafting of state tax statutes and regulations. Mr. Halverson regularly represents clients before California taxing authorities, including the Board of Equalization (BOE), Franchise Tax Board (FTB), Employment Development Department (EDD) and the State Controller’s Office (SCO), on a wide variety of tax issues.
He represents individuals, businesses and corporations throughout the United States, consulting on a comprehensive range of state and local tax issues. His fields of expertise include franchise, income, sales and use, property, fuel, employment and business license tax matters, as well as California New Employee Credits and California Competes Credits.
Having served as a tax adviser to both Governor George Deukmejian and Governor Arnold Schwarzenegger, Mr. Halverson has firmly established himself as a highly respected and innovative state and local tax expert. His dedication to improving California’s tax collection process led to the drafting of his Flat Tax Initiative in 2007 that would overhaul California’s personal income tax. Sadly, this initiative has yet to receive the necessary financial backing to secure the signatures required to qualify it for the ballot; but, hope is everlasting.
With unparalleled dedication and a commitment to excellence in customer service, integrity and innovation, the firm of Rex Halverson & Associates has quickly become one of the most influential tax consulting firms in California.