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We spent decades working for the IRS. Now we work for you.

Heath V. and Michelle M.
About Us

ABOUT US

At ExFed Tax, we turn decades of insider tax knowledge into trusted guidance for individuals, families, and businesses from all walks of life. Founded by a former IRS executive with over 16 years of leadership in tax compliance and headquarters policy, our firm is built on experience you simply won’t find at a grocery store popup or a popular search engine (Google).

Our team has over 50 years of combined IRS experience and has worked at the front lines of audit strategy, tax law enforcement, fraud detection, credit strategies, and large-case management. We know how the system works because we helped design it.

 

Now, we’re putting that knowledge to work for you.

Whether you’re navigating a straightforward return or dealing with a more complex tax situation, ExFed Tax offers affordable concierge-level service grounded in accuracy, integrity, and real expertise... and it's all virtual.

 

We serve clients in English and Vietnamese, ensuring everyone gets the clarity and confidence they need during tax season and beyond.

 

So, if you're looking for expert, virtual tax preparation in the Houston or Nashville area, look no further. We’re not a pop-up tax desk. We’re a year-round partner, committed to helping you make smart tax decisions with answers that are clear, personal, and correct.

Welcome to ExFed Tax, where real experience meets real results.

Testimonials

"Heath at ExFed Tax has been with us from pre-pandemic opening to financially surviving during and after COVID-19. The people at ExFed Tax are so knowledgable and down to earth. They really help us understand the 'what' and the 'why' of their recommendations. We wouldn't trust anyone else with our tax preparation and business advisory needs."

Paris Bahn Mi logo

Paris Báhn Mì
Pearland, TX

WHAT THE EXES ARE SAYING

OUR SERVICES

TAX PREPARATION & PLANNING
Federal and state preparation for individuals, families, businesses, estates, and trusts—paired with year-round guidance so important decisions are made before the deadline.
IRS REPRESENTATION & MEDIATION
Audits, Appeals, notices, penalties, complex credit disputes, and Post-Appeals Mediation. We know the IRS process because we spent decades working inside it.

BUSINESS TAX & ADVISORY

Entity strategy, Research Credit analysis, projections, payroll and bookkeeping coordination, and practical support for owners building stronger businesses.

Frequently Asked Questions

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