California Tax Blog

The Halverson Difference

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 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) and the State Controller’s Office (SCO), on a wide variety of tax issues.

With unparalleled dedication and a commitment to excellence in customer service, integrity and innovation, the firm of Rex Halverson & Associates has quickly become one of the most influential tax consulting firms in California.

CA Flat Tax Initiative

In 2007, Former California Deputy State Controller, Rex Halverson, a state and local tax attorney and founder of Sacramento’s Rex Halverson & Associates, filed a Flat Tax Initiative with the Attorney General’s Office to introduce the concept of a fundamental and critical tax overhaul for the State of California. The introduction of the Flat Tax

NTU Endorses Flat Tax Initiative

On August 17, 2007, The National Taxpayers Union announced that it is endorsing Rex Halverson’s California Flat Tax Intitiative. NTU was established in 1969 to educate taxpayers, the media, and elected officials on a non-partisan basis on the merits of limited government and low taxes. We greatly appreciate their support and thank them for their

Rex Halverson, Esq. Principal

CAREER SUMMARY Tax attorney with over 36 years of state and local tax experience, including 7 years in a Big Four CPA firm, 3 years in California state government at the highest levels and 16 years in a Fortune 100 corporate Tax Department. PROFESSIONAL EXPERIENCE REX HALVERSON & ASSOCIATES, LLC, SACRAMENTO (9/05 – PRESENT) Principal

Governor George Deukmejian

“Please accept my personal thanks for your generous contribution to the improvement of California State Government.” “I can not overemphasize the extraordinary service that you have provided all citizens and taxpayers in the State of California.”

Janice Masterton, Chief – Board Proceedings Division, State Board of Equalization

“Please accept congratulations from all of us in Board Proceedings Division as you begin employment with KPMG/Peat Marwick. You have served the Controller and the taxpayers with distinction. Your hard work and dedication have been an example to everyone who has had the opportunity to work with you. Enclosed is a transcript of the Board’s

Thomas Mills, Economic Development Administrator, City of Richmond

“We, at the City of Richmond, have the utmost praise for Tassa Consulting (now known as Rex Halverson & Associates), whose high caliber of professionalism and substantive know-how was crucial to our successful bid for a new 15-Year California Enterprise Zone designation.” – November 7, 2006

Michael R. Carchedi, Controller, Princess House, Inc.

“I want to personally thank you for your efforts to bring the sales tax issue to a successful conclusion. We could not have won the case without you. Best wishes in the future.” – November 18, 2008

Scott Galbraith, President & CEO, Merced County Economic Development Corporation (MCEDCO)

“…very pragmatic and responsive…” “…carefully structured an application that built on our collaborative efforts, and facilitated an application that had no technical deficiencies…” “…helped manage a large multi jurisdictional group and achieved consensus and the results were favorable, an application without technical deficiencies and which received conditional designation…” – February 13, 2007

Patricia Mugleston, Director, Tax Credit Services

Patricia Mugleston joined Rex Halverson & Associates in 2011 as our Director of Tax Credit Services and Paralegal. She brings with her experience and excellent business and legal skills from working with senior partners from prominent law firms, education and construction professionals. She earned an AA degree and certifications from Sacramento City College as well as