WOW! What a super nice and highly knowledgeable man! When no other attorney would take 5 minutes to answer a quick question, Mr. Halverson was willing to help. He consulted his associate who happens to be an expert in this specific area of law and I got my expert answer within minutes. He is more interested in helping people than "nickle and diming" like most attorneys. HIGHLY RECOMMEND! read more

Just called him. He was very helpful and took my call w/ a 1 off tax situation regarding a loan. Although he couldn't help me because it was out of his expertise he gave me some options where I might find some help. TY Rex. read more

rex has integrity‼⁉ read his comments on former governor of california, jerry brown. 2017 and his power grabs ⁉‼ read more

Rex is awesome. Very experienced and will get you the information you need to move forward in a healthy direction.

I just got off the phone with Rex and he was so very polite and professional!!! He gave me a referral for my specific needs and I am very grateful for that!!! Thank you for your kindness!!! read more

I called Rex when I hadn't received my tax refund for the IRS Short Form 1099 that I submitted on January 28,2022 for the 2021 Tax Year. I had spent seven months trying to get someone to answer my calls at IRS. Rex was able to get through to someone at IRS within 2 days. I received my refund a week later!! Rex answered his own phone every time I called and was extremely helpful and pleasant. I strongly recommend Rex Halverson & Associates to handle tax issues! Janet P. read more

I've never met a lawyer who would give any professional advice without a check in their hand. Rex is the one exception. He picked up the phone himself, listened to my case, explained what my options would be, and gave me great advice for free. That blew my mind. Other than that, Rex seemed like he has a lot of experience in business and tax law. If I remember correctly he said he served on the Board of Equalization. read more

I called Rex for a consultation on a specific area of the law. He patiently listened to my questions and then determined that my case was one that it is not under his area of practice. However, he took the time to provide me with the contacts for other practitioners who do. So even though I couldn't use his services, I was very impressed that he picked up the line himself (no messages, days of waiting for a call back, answering services) and that he was so helpful. The minute that I have any questions about the areas of the law under his practice, guess who I am going to call? read more

Rex was upfront, kind & very helpful. Provided me with a referral to a company that could better suit my specific needs.

I needed some help with technical questions relating to California Sales & use Tax. I filled the online contact form. Rex, called me promptly and answered all my questions. He also provided me additional tips to help me with me project. He was gracious and provided his advise free of charge. His explanations were clear, concise and his tone pleasant. I am happy to recommend him and hope that I can repay him for his kindness in the near future. read more

Turbotax miscalculated our 2017 state tax return and their audit service was off no assistance, they closed the case quickly and we were still clueless where the mistake happened, we called Rex who was very helpful, polite and honest. It didn't even take him 24 hours to get back to us, he reviewed the filed documents for us, took his time to explain pointing line to line so by the end we had a clear understanding of the issue. It was such a pleasure to speak with Rex on the phone, great manners and phone etiquette. read more

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. read more

I really appreciate professional advice and a 5-star service. He gave me the best honest advice for me to protect my business. Highly recommend them for anybody who need the professional. I hope my review will help you find the right attorney. read more

I called Rex for advice on starting and LLC vs. an S Corp. He took the time to answer all my questions over the phone and offered great advice. I didn't even need to make (or pay) for an appointment to see him. Great guy who really is interested in helping others. read more

Honestly, after meeting many attorneys in my life, I have never had the good fortune of meeting one as professional, knowledgeable, honest, and genuinely good hearted as Mr. Rex Halverson. He solved all our issues and put our minds at ease quickly and painlessly, you could not ask for a better attorney, he was a God send for us! read more

Would definitely recommend! He gave us the peace of mind that a particular course of action in a federal tax matter was the way to go, which we suspected, but always good to get an expert opinion. If you're ever unsure of what to do in a tax situation, or even if you're fairly sure but simply not a tax attorney, you can't go wrong calling them. read more

Rex Halverson is hands-down the person you need to handle your tax matters, especially in the current climate where every little loophole can potentially topple you. Rex knows California tax law like no other and he was able to help us navigate the tricky waters of California tax law and manage our finances in a way that we wouldn't have otherwise. His advice was valuable both for us as individuals and for our business and his knowledge was expansive from a local level, state wide and internationally. We were also impressed with his integrity, which for a lawyer seems like a double-entendre but he is upstanding and that in and of itself is enough for us! read more

I had a situation involving property taxes that I wasn't sure how to handle and had quite frankly made me a nervous wreck. I called Mr. Halverson's office to schedule a free consultation. Over the phone, I described to him the issue I was facing. He was very generous in terms of the time he spent with me, patiently listening to what I had to say and answering all my questions. He explained to me in easy to understand terms that my situation was not half as bad as I thought it was, the best course of action to take and that I really did not need his services at this point in time. From reading his website, I could see that Mr. Halverson has great expertise in tax law but from speaking and dealing with him, I can tell you that he is also a very kind and ethical man. So I do not need a tax attorney at this time but if the time ever comes when I do need one, I would hire Mr. Halverson without any hesitation. John M read more

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. read more

Called him for some tax advice and he helped me out and gave me great advice. Thank you!

Rex Halverson is the tax attorney you need!! He solved our tax debt which was no easy matter. I had this burden over my head for years trying to resolve direct with the State of California with a big fat NO!! with every offer I submitted. Rex resolved our debt which was huge. If you want someone on your side he is the attorney to have! Im sure there are people who are sceptical about hiring an attorney and spending more money as I was, but I can tell you it was worth every penny!! Thanks again Rex!!! read more