Rex Wenstrom Halverson

Rex Wenstrom Halverson

5.0
Rating: 9.8

Licensed for 47 years

Tax Lawyer at Sacramento, CA
Practice Areas: Tax, Government, State, Local And Municipal Law

1201 K St Ste 1990, Sacramento, CA

About Rex

Biography

Practice Areas

3

Practice Areas

Tax 98%

My practice specializes in tax advocacy and consulting, including: franchise, income,sales/use, property, payroll/employment, fuel and business license tax matters, credits and legislative and regulatory amendments. Thus, we do Franchise Tax Board (FTB) and IRS income/franchise tax appeals, Board of Equalization (BOE) sales and use tax audits/appeals, Employment Development Department (EDD) payroll or employment tax appeals and Property Tax Appeals.

48 years | 260 cases

98%
Government 1%

Government Relations, Public Affairs, Lobbying and Government Procurement

42 years | 15 cases

1%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 47 years

State: California

Acquired: 1978

Active

No misconduct found

Location

Law Offices of Rex Wenstrom Halverson

1201 K St Ste 1990, Sacramento, CA, 95814

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Rex Wenstrom Halverson's Reviews

Avvo Review Score

5.0 /5.0

30 Client Reviews

Filter Avvo Reviews (30) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 4 of 4 reviews | Real Estate

Posted by anonymous | April 24, 2018 | Real Estate

Excellent Attorney

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!

Rex Halverson

Replied last July 15, 2022

My middle name is Wenstrom which is from my family tree in Minnesota.

Posted by anonymous | August 10, 2016 | Real Estate

Tax and Real Estate Sales

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 li...fe. 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!

Posted by Johnnie | May 08, 2015 | Real Estate

F T B

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 boar...d and the end result is in our favor.

Posted by Roger | December 02, 2014 | Real Estate

Unknown Tax Liens, Big Tax Bills, Huge Mortgage Refinancing Headaches - Attorney Has 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.

See All Client Reviews

Rex Wenstrom Halverson's Lawyer Endorsements

Endorse Rex
Zaher Fallahi headshot
Zaher Fallahi

Tax lawyer | Nov 22

Relationship: Fellow lawyer in community

"I have had the privilege of knowing counselor Rex Halverson through Avvo, a public legal forum, where we both answer questions posted by the public. I have read some of his answers to the legal questions posted on Avvo, and found them consistently analytic and directed to the needs of the askers. I endorse counselor Mr. Halverson for the areas of law he practices. Zaher Fallahi, Tax Attorney, CPA."

Alexander Wang headshot
Alexander Wang

Tax lawyer | Oct 20

Relationship: Worked for lawyer

"Rex has immense experience with Tax Law and Appeals. He commands extensive knowledge of his practice area and has achieved great results for his clients."

William Nelson Searcy headshot
William Searcy

Tax lawyer | Oct 14

Relationship: Worked together on matter

"I endorse this lawyer. Excellent result on a complicated California State Tax issue."

Victor J Yoo headshot
Victor Yoo

Tax lawyer | May 08

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Michael Charles Doland headshot
Michael Doland

Tax lawyer | May 08

Relationship: Fellow lawyer in community

"I just reviewed an answer of Mr. Halverson that was not only accurate and analytic, but customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney."

Terence Phan headshot
Terence Phan

Tax lawyer | Apr 30

Relationship: Worked for lawyer

"I highly recommend and have immense respect for Rex. I refer any person with tax or other issues to Rex without hesitation. Having worked for Rex, I know him to be a kind, honest and generous person, highly professional, extensively experienced, and very conscientious and communicative with his clients."

Matthew David Block headshot
Matthew Block

Tax lawyer | Apr 29

Relationship: Worked for lawyer

"I am fortunate enough to have worked for Rex Halverson in his tax practice, where I was able to learn from Rex's skill and immense knowledge of tax law. Rex is truly an asset to the legal profession, and I am proud to have him as a colleague and a mentor. Rex is unquestionably the first attorney I would refer my clients to for any state and local taxation matter."

Paul J Fraidenburgh headshot
Paul Fraidenburgh

Tax lawyer | Nov 10

Relationship: Worked for lawyer

"Rex Halverson is the best in the business. His dedication to providing efficient and effective client service is unparalleled not only in Sacramento but throughout California. Combining his years of service as Deputy State Controller of Taxation with his several years of experience at a Big 4 accounting firm, the outcome is an unmatched expertise in State and Local Tax (SALT). From advising individuals and corporations on taxable transactions to handling tax audits and appeals, there is no tax professional more qualified to represent you in California than Rex Halverson."

Lawrence Edward Green headshot
Lawrence Green

Tax lawyer | Nov 10

Relationship: Fellow lawyer in community

"Rex knows state and local taxation issues well and works well with regulatory agencies."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Aug 11

Relationship: Fellow lawyer in community

"Top-notch attorney. Highly respected in the legal community."

Roy Edgington Crawford III headshot
Roy Crawford

Tax lawyer | May 16

Relationship: Worked together on matter

"I endorse this lawyer."

Robert Sean Freund headshot
Robert Freund

Tax lawyer | May 16

Relationship: Worked for lawyer

"I endorse this lawyer. Rex possesses extensive expertise in tax controversy matters."

Philip Michael Plant headshot
Philip Plant

Tax lawyer | Feb 28

Relationship: Supervised lawyer

"I endorse this lawyer's work. He is thorough, dependable and experienced. He is technically proficient in his speciality."

Fred L. Main headshot
Fred Main

Tax lawyer | Feb 26

Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

View All Endorsements
Paul J Fraidenburgh headshot
Paul Fraidenburgh

Litigation lawyer

Experience

Rating:  9.8 (Superb)

Honors

2016

2106 Top Lawyers in Sacramento, Sacramento Magazine

2015

2015 Top Lawyers in Sacramento, Sacramento Magazine

2003

Encore Award for Outstanding Achievement, KPMG LLP

1990

CEO's Eagle Award, Bank of America NT&SA

Work Experience

2005 - Present

Principal, Rex Halverson & Associates

2011 - 2014

Partner, The Rutland Group, LLC

1998 - 2005

Director & Practice Leader State and Local Tax - West Region, KPMG

1995 - 1998

California Deputy State Controller, Taxation, State Controller's Office

1978 - 1994

Senior Tax Counsel, Bank of America NT&SA

Associations

2006 - Present

Boy Scouts of America - Golden Empire Council

Scoutmaster, Asst. Scoutmaster & Cubmaster

2003 - Present

California Taxpayers Association

Director or Member

1978 - Present

State Bar of California

Tax Section Member

2007 - 2013

Institute for Professionals in Taxation

Sales Tax Affiliate Member

1999 - 2000

Advisory Committee on Taxation of Electronic Commerce

Member

1992 - 1994

California Chamber of Commerce - Statewide Tax Committee

Vice-Chair

1992 - 1994

California Manufacturers Association - Tax Committee

Advisory Member

1990 - 1994

State Bar Association - State & Local Tax Subcommittee

Co-Chair Sales Tax Sub-Committee

1988 - 1994

Equipment Leasing and Finance Association - Government Relations Committee

Member

1986 - 1994

California Bankers Association - Property Tax Committee

Member

1982 - 1994

California Association of Equipment Lessors

President, Director & Secretary

1980 - 1994

American Bar Association - State & Local Tax Committee

Member

1979 - 1980

Tax-Aid

Supervisor & Volunteer

Sample of Legal Cases

City of Modesto v. National Med, Inc.

Won

See More Legal Cases

Education

1977

University of California, Hastings College of the Law

JD - Juris Doctor

1974

Univ of California Davis

BA - Bachelor of Arts

N/A

Golden Gate University in San Francisco

Speaking Engagements

2014

Roseville Rotary Club Meeting

CA Fair & Flat Tax

2006

Grant Thornton LLP Tax Conference

What's Happening on the State & Local Tax Front in California

2005

2005 National Convention & Tax Seminar - Monterey, CA

California Tax Update

2004

Tax Shelters

Tax Shelter Developments - CA Franchise Tax Board

2000

TEI - Santa Clara Valley Chapter Meeting

Current Developments in Multistate Taxation

1999

TEI Meeting - San Francisco Chapter

Recent California Developments

1987

11th Annual Conference - IPT

Software in the Sales/Use Tax Area

N/A

Equipment Leasing Association

Tax Issues - Leasing

N/A

American Electronics Association

California Tax Update

Publications

2000

CFO The 2000 State Tax Survey

Languages

English

Activity

Avvo Rating

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