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I specialize in tax controversies, i.e., audit controversies, before the Franchise Tax Board (FTB) , Internal Revenue Service (IRS), Board of Equalization (BOE), Employment Development Department (EDD) and State Controller's Office (SCO). My state and local tax experience encompasses all 50 states.
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48 years | 260 cases
42 years | 15 cases
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$0 first 30 minutes
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Chat withState: California
Acquired: 1978
No misconduct found
1201 K St Ste 1990, Sacramento, CA, 95814
30 Client Reviews
"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."
"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."
"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."
"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."
"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."
"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."
"I endorse this lawyer's work. He is thorough, dependable and experienced. He is technically proficient in his speciality."
Litigation lawyer
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
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
2006 - Present
Boy Scouts of America - Golden Empire CouncilScoutmaster, Asst. Scoutmaster & Cubmaster
2003 - Present
California Taxpayers AssociationDirector or Member
1978 - Present
State Bar of CaliforniaTax Section Member
2007 - 2013
Institute for Professionals in TaxationSales Tax Affiliate Member
1999 - 2000
Advisory Committee on Taxation of Electronic CommerceMember
1992 - 1994
California Chamber of Commerce - Statewide Tax CommitteeVice-Chair
1992 - 1994
California Manufacturers Association - Tax CommitteeAdvisory Member
1990 - 1994
State Bar Association - State & Local Tax SubcommitteeCo-Chair Sales Tax Sub-Committee
1988 - 1994
Equipment Leasing and Finance Association - Government Relations CommitteeMember
1986 - 1994
California Bankers Association - Property Tax CommitteeMember
1982 - 1994
California Association of Equipment LessorsPresident, Director & Secretary
1980 - 1994
American Bar Association - State & Local Tax CommitteeMember
1979 - 1980
Tax-AidSupervisor & Volunteer
Won
1977
JD - Juris Doctor
1974
BA - Bachelor of Arts
N/A
2014
CA Fair & Flat Tax
2006
What's Happening on the State & Local Tax Front in California
2005
California Tax Update
2004
Tax Shelter Developments - CA Franchise Tax Board
2000
Current Developments in Multistate Taxation
1999
Recent California Developments
1987
Software in the Sales/Use Tax Area
N/A
Tax Issues - Leasing
N/A
California Tax Update
2000
English
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