5.0 stars 12 totalWrite a review
Posted by Aaron
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.
Posted by Johnnie
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.
Posted by Peter
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.
Posted by Susan
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.
Posted by Roger
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.
Posted by Steven
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.
Posted by Wendy
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.
Posted by a Tax client
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.
Posted by Robert
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.
Posted by a client
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.