EXFEDTax™ is a tax preparation, consulting, and IRS controversy firm founded by former IRS leadership.We help individuals, businesses, and tax professionals navigate everything from annual tax preparation and unfiled returns to complex IRS examinations, Appeals matters, and alternative dispute resolution.Our approach is shaped by firsthand experience inside the IRS. We understand how tax returns are processed, how examinations are developed, how cases move through the IRS, and how administrative decisions are actually made. We use that experience to help our clients understand their options, develop well-supported tax positions, and deal with the IRS strategically and professionally.EXFEDTax also provides business and tax planning services, practitioner consulting and education, and specialized assistance with complex federal tax matters. We are an independent private tax firm and are not affiliated with or endorsed by the Internal Revenue Service or the U.S. government.We left the IRS. You’re welcome.™

Virtual tax prep gives you expert-level service—without the office visit. Convenient: Upload, review, and e-sign from anywhere. Faster + organized: Secure portal keeps documents in one place (no email chaos). Accurate: Streamlined process means more time for verification and fewer mistakes. Secure: Sensitive info stays protected—no printing, mailing, or paper shuffling. Easy support: Phone/video questions handled quickly, wherever you are. Better for planning: Digital records make year-round “will this affect my taxes?” guidance simpler. Same quality. Less hassle. More control. ExFed Tax.

EXFEDTax™ provides tax preparation, IRS representation and controversy services, tax consulting, business services, and specialized support for taxpayers and tax professionals.Our services include:Individual & Business Tax Preparation — Federal and state tax return preparation for individuals, businesses, estates, and trusts, including complex returns and multi-year filings.Unfiled & Prior-Year Tax Returns — Assistance getting taxpayers back into filing compliance, including cases involving multiple years of unfiled returns or incomplete records.IRS Examinations & Controversies — Representation and consulting during IRS examinations, administrative disputes, and other complex interactions with the IRS.IRS Appeals — Developing and presenting cases before the IRS Independent Office of Appeals, including analysis of the administrative record and hazards of litigation.Post-Appeals Mediation (PAM) — Independent mediation and co-mediation services for eligible disputes that remain unresolved after Appeals.Tax Planning & Advisory — Year-round planning for individuals and businesses designed to identify tax issues and opportunities before a return is filed.Business Services — Entity selection and formation, accounting and bookkeeping setup, payroll consulting, capital and ownership changes, and ongoing business advisory services.Estate & Gift Tax — Preparation and consulting involving estate, gift, and related federal tax matters.Specialized Federal Tax Matters — Consulting involving complex areas such as research credits, employment taxes, clean-energy incentives, accounting method changes, and other technical federal tax issues.Tax Professional Consulting — Behind-the-scenes technical assistance to CPAs, attorneys, enrolled agents, and tax firms handling difficult IRS or federal tax matters.Practitioner Education & CPE — Practical education for tax and accounting professionals informed by real-world experience with IRS examination, policy, procedure, Appeals, and tax administration.Not every tax problem fits neatly into a category. If your matter involves the IRS, a complicated federal tax issue, or several years of tax problems that need to be untangled, contact us and we can determine whether EXFEDTax is the right fit.We left the IRS. You’re welcome.™

No lectures. No judgment. Just a plan to move forward.If you haven’t filed tax returns for several years, the most important thing is to stop putting it off and figure out where you stand. EXFEDTax™ regularly helps individuals and businesses get caught up on unfiled tax years—even when several years are involved, records are incomplete, or you have no idea where to begin.You do not need to have every tax document neatly organized before contacting us. We can review available IRS transcripts, determine which returns need to be filed, identify missing information, help reconstruct records where appropriate, and prepare the returns needed to get you back on track.Waiting can have consequences. Depending on the circumstances, continued non-filing can result in additional penalties and interest, IRS enforcement activity, or the loss of refunds that can no longer be claimed after the applicable statutory period expires.If the IRS has already prepared a Substitute for Return (SFR), assessed tax, sent collection notices, or begun enforcement activity, filing the missing returns may only be part of the solution. We can review what has already happened and help determine the appropriate next steps.Whether you are two years behind, five years behind, or considerably further behind, you don't have to solve everything before asking for help.Learn more from EXFEDTax:No Return, No Refund: How the IRS Refund Statute of Limitations Works for Non-Filed Tax ReturnsIRS Return vs. IRS Refund: What’s the Difference and Why It Matters