Rex knows the law when it comes to tax matters. With over 42 years of experience, including 3 years on the California Board of Equalization (BOE), Rex has handled a broad range of tax issues from both sides of the aisle and he knows what it takes to win.
Although nothing is guaranteed, and every case is unique, Rex has an impressive track record of advocating on behalf of his clients and has been able to negotiate impressive results in many of his previous cases.Rex fights tenaciously to get results for his clients. Rex has had a long career in the tax field and he knows how to navigate the various tax entities to get things done.
Although nothing is guaranteed, and every case is unique, Rex has an impressive track record of advocating on behalf of his clients and has been able to negotiate impressive results in many of his previous cases.Rex fights tenaciously to get results for his clients. Rex has had a long career in the tax field and he knows how to navigate the various tax entities to get things done.
Services
We consult on a broad range of federal, state, and local tax issues, including franchise tax, income tax, property tax, sales tax, use tax, employment / payroll tax, fuel tax, and business license tax matters.
We are committed to providing the highest level of client services and offer extensive experience across many industries including, automotive parts, equipment leasing, payroll services, computer hardware, software, banking, travel, motion picture, printing, transportation, utilities, medical supplies and devices, manufacturing, construction, agriculture, wine, car dealerships, commercial real estate investment and retail.
We are committed to providing the highest level of client services and offer extensive experience across many industries including, automotive parts, equipment leasing, payroll services, computer hardware, software, banking, travel, motion picture, printing, transportation, utilities, medical supplies and devices, manufacturing, construction, agriculture, wine, car dealerships, commercial real estate investment and retail.
Rex Halverson is great! He took out the time, listened to my concern, guided me to the right agency I should be in contact with and even who I should be speaking to. I appreciated the calm and courtesy, knowledge, and patients Rex provided me concerning Sales and Use Tax. Thanks so much. Rex deftly handled a delicate matter for me with such ease, calm and aplomb that it boggles the mind.
Do you sell products on Amazon? Some 5 million third-party sellers do! Did you recently receive a notice from the California Department of Tax and Fee Administration (CDTFA) or are you concerned that you might get one?
If so, you are not alone, and it is important to clear up any misconceptions of what this means and let you know that there are resources available to help you protect your business and become compliant with the state of California.Late last year, the CDTFA requested that Amazon provide them with the names, addresses and seller permit numbers of all internet sellers using their service widely known as "Fulfillment by Amazon" or FBA.
If so, you are not alone, and it is important to clear up any misconceptions of what this means and let you know that there are resources available to help you protect your business and become compliant with the state of California.Late last year, the CDTFA requested that Amazon provide them with the names, addresses and seller permit numbers of all internet sellers using their service widely known as "Fulfillment by Amazon" or FBA.
Facing an audit by the IRS or the California Franchise Tax Board is such a stressful experience that it has become something of a clich. When most people hear the word "audit", they picture a harassed and stressed-out taxpayer being pursued by a pitiless bureaucracy. They think of sleepless nights filled with worry about an uncertain future.
It is critical for business owners to understand the tax requirements in California and how they are impacted by federal laws regarding the sale of marijuana. To make sure that your business is compliant with both laws and to protect yourself from unforeseen tax issues, you should consult with an experienced tax attorney or tax professional who understands the marijuana industry.
Reviews (10)
Blaine Moss
Oct 12, 2021
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I contacted Rex to ask him about advice and possibly hiring him on a tax issue....to ask him about a tax penalty my senior citizen father had incurred due to an incompetent CPA he was using. Rex went out of his way to offer assistance and recommended I contact a certain person with the California tax board. I followed his advice and was able to get the penalty removed completely. Rex didn't even make a dime, but went out of his way to offer help over the phone. That's called "integrity"! Thank you to Rex for your expertise!
Mark Kane
Aug 24, 2021
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If I could give 6 stars to Rex and his team I would! My business failed in 2009 and folded with sales tax owed to the State of California. After garnishments, chapter 7 and liens against property I was resigned to the fact that my home equity was history.
I saw a reference to Rex Halverson online and decided to give the fight one more chance. Rex was very up front about my chances (slim) and we were able to speak about potential costs and timelines to pursue my case. I was impressed with the ability to discuss the situation with someone so familiar with not only the regulations but the internal
I saw a reference to Rex Halverson online and decided to give the fight one more chance. Rex was very up front about my chances (slim) and we were able to speak about potential costs and timelines to pursue my case. I was impressed with the ability to discuss the situation with someone so familiar with not only the regulations but the internal
Errol Pinto
May 19, 2021
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Rex Halverson is an extremely experienced tax attorney, who actually answers his own phone. That level of personal connection is very rare these days. He listened carefully, then went above and beyond to provide me with all the information I was looking for without charge, as it didn’t require extensive work. I would not hesitate to engage him for any project, and greatly appreciated his assistance.
Randy Sanders
Jun 27, 2020
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I was recommended to the Halverson law firm by a friend who said, "Your situation is a little unusual, better call Rex Halverson" - and I'm glad I did. Mr. Halverson also brought another person on the line so we could have a 3 way brainstorm. They had concise info, were obviously knowledgeable and none of the sometimes encountered "attorney stuffiness" over the phone. I think everyone should already have an affiliation with certain types of attorneys in case they have an immediate need. Mr Halverson is a Tax attorney and this is the kind of law firm you would want to have in your Specialists directory
Mike Patel
Jun 10, 2020
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Mr. Halverson is a great attorney to work with and very knowledgeable. My TAX issue for my LLC that was screwed up by my CPA on not closing my LLC properly and state asking for back LLC dues was going on for past 15 year and I was getting nowhere with that. Even one of my brother is intellectual property attorney (not a TAX attorney) but even he was not able to advice or fix the issue. Finally, after some research over the internet I found Mr. Halverson and contacted him and gave the retainer to address my issue and that was the best thing that I did. He worked with FTB, file all the necessary
Jim M.
Dec 25, 2019
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I would highly recommend Rex to handle your tax issue. He understood our situation and proposed a course of action. We hired him and supplied him with our information. He contacted the proper CA taxing authorities and was able to quickly resolve our situation. Something we had been trying to do for months. Thanks Rex.
Blue Apple
Aug 27, 2019
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Cam
Jan 20, 2019
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Michael Krantz
Sep 14, 2018
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Rex deftly handled a delicate matter for me with such ease, calm and aplomb that it boggles the mind. What once seemed potentially disastrous, was suddenly neutered. If you have tax issues that need expert handling by someone with experience in dealing with these prickly state entities, look no further; Rex is the right man for the job. In addition, Rex is friendly, honest, and a joy to deal with. I am so incredibly grateful that I found him and that he was able to handle my case so efficiently. Thank you Rex!
Swissmiss M.
Dec 29, 2017
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Mr. Rex Halverson is the most incredibly knowledgeable, honest, friendly and genuinely good-hearted attorney i have ever had the pleasure of working with. His depth of knowledge is incredible, and you feel as though you genuinely have someone thats on your side and cares deeply about giving you the best/most accurate advice possible. He put our minds at ease immediately and truly went out of his way to solve our case. If you are looking for the best of the best look no further...you have found him.
