*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
3741 Douglas Blvd Suite 380
Roseville, California 95661
Rex was super helpful in the initial consult on my CA tax matter. Clear that he is super-experienced on which cases are worth pursuing and which are not likely to end favorably for the payer. I spent under 10 mins on the phone with Rex but really appreciated it - he picked up the phone on the first ring!
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 profession
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 didn't even make a dime, but went out of his way to offer help over the phone. That's called "integrity"! Thank you to Rex f
I reached out to multiple tax attorneys for an issue I've 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 wasn't able to assist.
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.
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!!
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.
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.
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.
Knowledgeable and professional. I don't know much about taxes, and he was very personable and tactful, welcoming and helpful. If you're 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.
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
Rex Halverson took my call directly from dialing his website; Wasn't 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.
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.
I was recommended to the Halverson law firm by a friend who said, "Your situation is a little unusual, better call Rex Halverson" - and I'm 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
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.
Contacted them on a Saturday looking for someone to help me with personal property tax assistances. Turns out it isn't 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 I'll definitely reach out again.
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.
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.
I work in the legal industry managing small to mid size firm's online presence so I have years of experience in legal intake, lead, and client relations. Rex isn't 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 didn't fit the
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.
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!
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
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!
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.
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.
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.
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?!?
Just called him from France with some worries about a residency issue. He immediately answered, was very kind, and had helpful information.
Incredibly helpful! Very polite! Answered all my questions immediately and gave great advice. Thank you!
Very helpful, patient, knowledgeable! My questions were answered & clearly explained.
Very helpful honest business.
Rex was very helpful and knowledgeable with his advice for my case. He directed me the right way and gave me lots of clarity to make the right decisions! If you want an honest tax lawyer, call Rex!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.