Presentation on Map Reviews Nearby

Rex Halverson & Associates in Roseville

5 (29) 3741 Douglas Blvd Suite 380, Roseville, CA 95661, United States

Categories

Tax attorney
Business management consultant
Certified public accountant
Financial consultant

Location on the map

Roseville, Placer County, California, US

Phone: +1 916-444-0015
Site: https://halversontax.com/

Opening hours

Monday:8:30 AM–5 PM
Tuesday:8:30 AM–5 PM
Wednesday:8:30 AM–5 PM
Thursday:8:30 AM–5 PM
Friday:8:30 AM–12 PM
Saturday:Closed
Sunday:Closed

Edit info

Total reviews rating 5

29 Reviews for Rex Halverson & Associates 2024:

Review №1

2023-07-07 17:48:00

Rex Halverson is Amazing! Contacted him for an IRS audit. He answered directly and is able to answers questions right away. On that first call, we started sending paperwork over for him to review. He has a lot of knowledge and knows exactly what he’s doing. He made this seem so easy and always kept us updated. My dad and I were so happy we found someone like him. We are Spanish speaking but that didn’t hold him back, he helped us like he would help anybody else. He made this audit a breeze. He is professional, super friendly, easy to talk to, easy to get a hold of, and funny. Highly recommend Rex Halverson!

Review №2

2023-10-03 19:27:24

Spoke to Rex directly, let me just say that he was incredibly helpful and could tell he was looking out for my best interests and not just a quick cash grab. When dealing with Attorneys and people within this field in general, this is a RARE find.I would have absolutely no hesitation referring Rex to anyone, and I would be hard pressed to find someone that cares more about you and ultimately your end results.

Review №3

2024-04-03 19:07:47

What a fantastic man and lawyer!! I totally agree with the other 5 star reviewers. If the majority of lawyers were like him, lawyers could surpass nurses as the most trusted profession.

Review №4

2023-07-27 17:30:57

Knowledgeable and professional. I dont know much about taxes, and he was very personable and tactful, welcoming and helpful. If youre looking for help with tax problems, I want to let you know that my experience with Rex Halverson & Associates was fantastic, and I recommend them.

Review №5

2022-11-15 20:26:28

I reached out to multiple tax attorneys for an issue Ive been dealing with for my business taxes. Rex was the only one who responded. First, he let me know he received my message and will contact me when he returns to the office and second, for a referral to someone who can better assist me with my issue. I really appreciate the level of customer service even though he wasnt able to assist.

Review №6

2023-09-30 22:24:38

Contacted them on a Saturday looking for someone to help me with personal property tax assistances. Turns out it isnt something they do, but still was super respectful, informative, and took the time to still reply back to me on a Saturday, same day. Thanks Rex! If I ever do run into some other kind of tax thing Ill definitely reach out again.

Review №7

2022-06-24 18:57:37

I reeeally recommend Rex Halverson for any Tax Attorney needs. I am a low income, single mother, who was scammed by an ex (long story). I called Rex for help in the matter and was happily assisted and my huge problem was found to be much smaller after speaking with Rex Halverson. I found a solution and my fear and anxiety was appeased. I say that is more than any other attorney could do! Thank you Rex Halverson!!

Review №8

2022-09-27 17:59:06

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.

Review №9

2023-04-19 19:31:08

We contacted Rex Halverson for advice on changing domicile and its tax treatment. He took our call directly and answered all of our questions. His expertise and deep knowledge of local, state and federal regulations provided us with confidence to complete the necessary forms and attach appropriate documentation. We highly recommend his services.

Review №10

2021-05-06 22:40:49

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.

Review №11

2021-11-02 20:53:37

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 didnt even make a dime, but went out of his way to offer help over the phone. Thats called integrity! Thank you to Rex for your expertise!

Review №12

2022-10-14 20:30:29

Rex Halverson took my call directly from dialing his website; Wasnt able to help with my specific service need but gave me contact information to an advocate who was able to immediately support me with my situation. This blind act of kindness has significantly benefited my life for me and my family as I fight a fraudulent claim case, and he did it for no cost. Thank you Rex for your kindness to strangers.

Review №13

2018-07-21 03:29:21

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!

Review №14

2017-11-06 16:05:54

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.

Review №15

2018-04-23 14:36:54

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.

Review №16

2021-02-05 01:02:39

I was recommended to the Halverson law firm by a friend who said, Your situation is a little unusual, better call Rex Halverson - and Im 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.

Review №17

2019-08-25 13:23:52

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.

Review №18

2019-07-20 22:22:06

I asked Rex for work from overseas by email.He is a very gentle, easy to talk and trustworthy lawyer. He always responded to my questions within 24 hours.I would definitely like to ask him to work again.

Review №19

2019-08-21 17:42:26

I work in the legal industry managing small to mid size firms online presence so I have years of experience in legal intake, lead, and client relations. Rex isnt my client and I am not his so this is a very objective review of the quality of this attorney. Rex kindly took the time to give me all the information and council I needed for my situation with the EDD and overpayments and he did so immediately (even answering the phone himself) and without cost. He was honest in that my situation didnt fit the economics of his case appetite but that didnt prevent him from giving me a way forward. Virtually NO ONE in this industry does this. I know from experience that quality of his consultation is almost certainly indicative of the quality of his council when on retainer. I would not hesitate to become a client in the future if the need arrises.

Review №20

2018-11-07 21:12:58

I called during my lunch hour and to my surprise Rex answered the phone himself. Rex gave me a ton of information to start the process of cleaning up my debt. Rex encouraged me to handle what I could on my own to save cost. Once I do what he asked I will be in touch to solve my situation. Thanks Rex.

Review №21

2020-08-18 16:50:49

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 paperwork and resolve the issue completely and final just 2 days ago FTB send the official letter of LLC closure to me. If you have any TAX/FTB related issue then I strongly recommend him.

Review №22

2017-11-03 20:29:46

I would give more than five stars if I could!I had a tax filing status question that I could not get answered.I sent a message to Rex via his website and within a few hours he called me. In a few short minutes Rex answered my question and gave me sound advice on how to proceed.If you have a tax issue, call Rex. He helped me like no one has.Thank you, Rex!

Review №23

2019-05-21 21:25:53

It was truly a pleasure working with Rex. He is very knowledgeable, professional, and genuine. He thoroughly helped me understand my situation, and his friendly and thoughtful explanation provided me with a sense of peace. Look no further!

Review №24

2019-05-12 02:40:31

The franchise tax board recently contacted me regarding a business I sold in 2012. Every phone conversation with the state made me more and more frustrated. I contacted Rex and within weeks the matter was resolved. It was a huge relief to put all of this behind me. I could not have asked for a kinder, more professional person to have on my side.

Review №25

2017-12-01 22:15:42

I have used Rex Halverson & Associates for a while now. For all my income tax difficulties. The outcome is always possitive, I give my biggest recommendation to try his services. You will not be disappointed.

Review №26

2019-04-26 17:49:19

Rex personally picked up the phone on the second ring, not a secretary, not someone else, him. Then he talked to me for 26 mins free of charge and told me what I should do and told me not to hire him! Who does this?!?

Review №27

2019-05-10 19:07:56

Just called him from France with some worries about a residency issue. He immediately answered, was very kind, and had helpful information.

Review №28

2020-06-02 22:43:48

Incredibly helpful! Very polite! Answered all my questions immediately and gave great advice. Thank you!

Review №29

2020-10-02 00:16:49

Very helpful, patient, knowledgeable! My questions were answered & clearly explained.