Hello

Before founding ExFed Tax, I served as a senior leader in the IRS, where I specialized in tax compliance, controversy, and enforcement. Over my career I built and led national strategies to shut down abusive tax schemes, guided policy on large corporate and specialty tax programs, and advised executives at every level—including the Commissioner—on emerging risks and solutions.

My work touched just about every corner of the tax world:

Leading the service-wide Employee Retention Credit compliance strategy (yes, the ERC circus).
Tackling abusive tax shelters, micro-captive insurance, shady wellness plans, green energy credit schemes, and promoter investigations.
Overseeing estate, gift, employment, excise, and Bank Secrecy Act compliance at a national level.

At ExFed Tax, my mission is simple: utilize ExFeds to turn insider expertise into clear, actionable guidance for individuals and businesses. We left the lion’s den so that you don’t have to live in it.

When I’m not decoding tax policy, you’ll find me spending time with family, baking up a storm in the kitchen, planning the next adventure or spoiling my two nephews.

PROFESSIONAL SUMMARY

Tax executive and licensed CPA with nearly two decades of IRS leadership experience specializing in tax compliance, controversy, enforcement strategy, and policy development. Proven track record advising IRS executives, leading national compliance initiatives, and dismantling abusive tax schemes. Founder of ExFed Tax, leveraging insider expertise to guide businesses and individuals through complex federal tax matters.

CORE EXPERTISE

IRS Practice & Procedure
Tax Controversy & Resolution
Credit for Increasing Research Activities (IRC Section 41)
Employee Retention Credit (ERC) Compliance
Promoter & Abusive Tax Scheme Investigations
Tax Preparer Investigations
Estate, Gift, Employment & Excise Tax Policy
Bank Secrecy Act (BSA) Compliance
Micro-Captive Insurance, Green Energy Credits, PPLI
Strategic Tax Risk Management

IRS CAREER HIGHLIGHTS

SENIOR LEADER, OFFICE OF PROMOTER INVESTIGATIONS – POLICY & TECHNICAL SUPPORT

Led initiatives to detect and dismantle abusive tax promotions and enablers.
Created policy for IRS investigations involving ERC fraud, micro-captive insurance arrangements, wellness plans, and energy credits.

EXECUTIVE LEAD, SERVICE-WIDE EMPLOYEE RETENTION CREDIT (ERC) STRATEGY TEAM

Coordinated nationwide compliance efforts on ERC claims, engaging Certified Professional Employer Organizations to prioritize claim for refunds and design enforcement strategies.
Advised IRS Commissioner and senior leadership on policy, compliance, and risk mitigation.

ASSISTANT DIRECTOR, SPECIALTY EXAMINATION HEADQUARTERS

Provided second-level executive leadership for the areas of Exam Case & Field Policy, Exam Case Selection, and Specialty Exam Policy, and Examination Quality and Technical Services.
Executive leadership for Estate and Gift digitization and modernization efforts.
Directly lead the strategy for reduction in paper back-log for Estate & Gift returns.

DIRECTOR, SPECIALTY EXAM POLICY

Directed national policy for Estate & Gift, Employment, Excise, and Bank Secrecy Act compliance.
Partnered with foreign tax authorities on cross-border fraud prevention and implemented backlog reduction strategies.

PROGRAM MANAGER, EASTERN HEADQUARTERS

Supported Compliance Assurance Process (CAP) and led initiatives that recovered nearly $1B in fraudulent solar credits.
Directed strategic enforcement and risk assessment for high-profile corporate taxpayers.
Directed compliance with national automotive manufacturers with Electric Vehicle credits (Prior IRC Section 30D)

STAFF ASSISTANT TO DIRECTOR, FIELD OPERATIONS

Managed workforce planning, budget forecasting, and operational oversight for multi-state IRS divisions.

REVENUE AGENT / SENIOR REVENUE AGENT

Led multi-national audit engagements and developed national programs for risk review and compliance.

EDUCATION & CREDENTIALS

Doctor of Jurisprudence (JD) – Nashville School of Law – Nashville, TN
Master of Business Administration (MBA) – Freed Hardeman University – Henderson, TN
Bachelorette in Accounting – Freed-Hardeman University – Henderson, TN
Certified Public Accountant (CPA)