Rex Halverson & Associates is a specialized tax law and consulting firm based in Roseville, California, offering expert representation in state and local tax controversies. With over 47 years of experience, including a unique background as a former Deputy State Controller and member of the California Board of Equalization, the firm stands out for its deep governmental insight and tenacious advocacy on behalf of taxpayers.
The firm’s approach is built on proactive case management, thorough legal research, and strategic negotiation with tax authorities at both state and federal levels. Rex Halverson and his team specialize in controlling audits from the outset, providing clients—including businesses, individuals, and specific industries such as cannabis, e-commerce, and finance—with clarity and a clear path toward resolution. Their extensive background in both public service and private practice with major firms like KPMG allows them to effectively cut through bureaucratic red tape and secure favorable outcomes.
Services Offered
- Tax attorney services
- Business management consulting
- Certified public accounting
- Financial consulting
- Amazon FBA tax issues
- Income tax audits and appeals
- Payroll tax problems
- Marijuana and cannabis tax issues
- Sales and use tax representation
- Back taxes and unfiled tax returns assistance
- IRS levies and wage garnishment relief
- Domicile and residency issues
- Settlements, offers-in-compromise, and installment agreements
- Tax penalty abatement
- Worker classification issues
- IRS and California tax refund claims
- Property tax appeals
- Transactional tax advice
- Commercial property tax assessment appeals
- California lobbying and tax code initiatives
- Franchise tax board audits and appeals
- Employment Development Department (EDD) payroll tax audits
- Fuel tax matters
- Business license tax consulting
Serving clients throughout California, the firm leverages its extensive governmental experience and multilingual capabilities to assist a diverse clientele. Notable achievements include securing over $14 million in sales tax refunds for credit unions, saving a taxpayer over $3 million in a franchise tax board appeal, and achieving significant penalty abatements in EDD payroll cases.
