Rex Halverson & Associates, LLC

Specialties

Former California Deputy State Controller — Taxation, Rex Halverson, Esq., Principal and founder of Rex Halverson & Associates, is a nationally recognized State and Local Tax professional.

He specializes in the resolution of tax audits and controversies, transactional tax advice, refund claim strategies, voluntary disclosures, and ruling requests, as well as the drafting of state tax statutes and regulations. Mr. Halverson regularly represents clients before California taxing authorities, including the Board of Equalization (BOE), Franchise Tax Board (FTB), Employment Development Department (EDD), the State Controller’s Office (SCO), and County Property Tax Assessment Appeals Boards on a wide variety of tax issues.

History

Established in 2005.

In 2005 when the business was originally founded, it was called, Tassa Consulting Group, LLC. We abandoned that name after a CPA firm in Arizona started using the same name. We have always concentrated on State and Local Tax matters; and, have been in business now for almost nine years.

Meet the Business Owner

Rex H.

Business Owner

Rex Halverson founded his State and Local Tax firm in 2005. He is also a Partner in The Rutland Group. He specializes in tax controversies (Audits and Appeals) and tax credits but his expertise includes income, sales and use, property, payroll, fuel and business license tax matters. He also assists Chinese companies interested in doing joint ventures with U.S. and European companies and helps U.S. companies with imports from China. Prior to starting up his firm, Rex worked for KPMG (one of the Big 4 Accounting Firms) where he was a Director and Practice Leader for Controversy and Consulting — Western Region in the State and Local Tax Practice. From 1995 – 1998, Rex served as Deputy State Controller, Taxation for Kathleen Connell, the former California State Controller. While serving as Deputy State Controller, Rex was responsible for representing the Controller on the Board of Equalization and Franchise Tax Board. Rex began his tax career in 1978 at Bank of America in SF.