Based on 8 reviews
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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.
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.
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.
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.
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.
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.
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.
I have worked with Rex on two projects and he always responded to inquiries quickly and provided excellent service.