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Status 12 Is Not a Developed Record: How ERC Letter 105-C Cases Reach PAM Thin
Status 12 says an IRS examination started. It does not prove the ERC issues were developed. Letter 105-C cases can reach Appeals—and PAM—with a remarkably thin file.

Heath Vo, JD, CPA
4 days ago10 min read


ERC and Research Credit Mediation: What Makes These Cases Settle in IRS Appeals
ERC and research credit disputes are fact-heavy, document-heavy, and often difficult to resolve through position papers alone. PAM can create the focused conversation these cases need.

Heath Vo, JD, CPA
4 days ago5 min read


Fuel Tax Credit Audits: Eligibility, Fraud & IRS Crackdown
f you’ve heard radio ads, seen TikToks, or had a preparer promise you “free money from the IRS” for fuel you already paid for, pause. Congress did not design this credit as a stimulus check for the general public—and the IRS is now treating abusive claims accordingly.

Heath Vo, JD, CPA
Dec 24, 20254 min read


Able to Work: How One Houston Coffee Shop and the Tax Code Brew (Inclusive Hiring Tax Incentives)
“Inspired by Bitty & Beau’s Coffee in Houston, this story shows how inclusive employers turn compassion into smart strategy. Learn how federal, Texas, and Tennessee tax incentives reward businesses that hire individuals who are ‘able to work.’”

Heath Vo, JD, CPA
Oct 5, 20253 min read


Deducting Research Credit Expenses Under OBBBA: What You Need to Know
The OBBBA restores immediate deduction for domestic research expenses and reshapes the R&D credit landscape. ExFed Tax has been at the IRS table for every R&D decision in the last decade — let us help you maximize your savings.

Heath Vo, JD, CPA
Sep 25, 20256 min read


Heading into 2025: Tax Strategy Moves You Shouldn’t Ignore to Reduce 2025 Taxes
Learn how the One Big Beautiful Bill Act (OBBBA) impacts your 2025 taxes. ExFed Tax explains new deductions, credits, and strategies to legally reduce your tax bill.

Heath Vo, JD, CPA
Sep 25, 20255 min read


The IRS Compliance Assurance Process: A Program That Promises Certainty, But Delivers…Well, More IRS
The IRS has long advertised the Compliance Assurance Process (CAP) as a win-win: taxpayers get certainty on their returns upfront, and the IRS gets to “save resources” by avoiding messy audits years later. On paper, it sounds like an efficiency dream. In reality? CAP has become the poster child for inconsistent application, bureaucratic delays, and what feels like an ever-shifting set of goalposts.

Heath Vo, JD, CPA
Aug 18, 20254 min read


THE BIG, BEAUTIFUL TAX BILL: WHAT IT MEANS FOR YOU AND YOUR DEDUCTIONS
Move over, standard deduction. There's a new sheriff in town—and it brought a suitcase full of write-offs. In a year already full of economic curveballs, Congress just dropped what some are calling “The Big, Beautiful Tax Bill”—a sweeping piece of legislation promising relief, reform, and (of course) enough loopholes to keep accountants up past midnight. And while the name might be a little grandiose, the bill does come with some potentially juicy new deductions that could

Heath Vo, JD, CPA
Jul 20, 20252 min read


Starting Smart: Tips for Starting a Small Business with Success (With a Little Help from ExFed Tax)
Starting a small business is exciting—but mistakes in taxes, marketing, or setup can cost you big. From social media tips to SEO basics and smart tax moves (like hiring an accountant before things get messy), this blog breaks down what every entrepreneur needs to know. Ready to launch with confidence? The former IRS pros at ExFed Tax are here to help.

Heath Vo, JD, CPA
Jun 16, 20253 min read


From Cupcakes to Corporations: Baking Up Business Growth with ExFed Tax
From frosting cupcakes to filing quarterly taxes, growing a business takes more than passion—it takes planning. At ExFed Tax, we help entrepreneurs turn their sweet ideas into serious success with expert tax prep, payroll, and strategic guidance. We spent decades working for the IRS, now we work for you. Let’s build something that rises.

Michelle McIllwain
Jun 11, 20252 min read
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