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The Employee Retention Credit (ERC) Refund-Suit Clock Did Not Stop
Appeals may send new ERC substantiation back to Compliance, but the two-year refund-suit deadline keeps running. Here is how practitioners protect the record, the Form 907 extension, and the path to PAM... with some insider tidbits.

Heath Vo, JD, CPA
1 day ago7 min read


What the IRS Called “Abuse by Illegal Aliens” Is Really a New Refundable-Credit Status Test
The IRS framed its proposal as stopping refundable-credit abuse by illegal aliens. The actual rule is narrower, more technical, and could reach lawfully present noncitizens too.

Heath Vo, JD, CPA
Aug 227 min read


IRS Refund Delay - IRS Backlogs Aren’t Abstract: What “Inventory” Really Means—and How to Keep Your Refund From Getting Stuck
Inventory is work sitting somewhere in the system that still needs human hands, human eyes, and human decisions. And when those piles grow—especially in a year when staffing is constrained and modernization is not fully deployed—refunds are more likely to slow down, not because the IRS wants them to, but because the machine becomes physically harder to move.

Heath Vo, JD, CPA
Jan 294 min read


IRC §7502 Mailbox Rule After USPS Postmark Changes (2025)
USPS Postmark Changes Are Here — and They Matter for IRS Deadlines (A Lot) If you’ve ever relied on “the mailbox rule” for a tax return, a Tax Court petition, or a last-minute payment (because you enjoy adrenaline and consequences), there’s a new wrinkle you need to know. As of December 24, 2025, the U.S. Postal Service added Domestic Mail Manual (DMM) § 608.11, “Postmarks and Postal Possession,” which formally clarifies what a USPS postmark date does—and does not—prove. Fe

Heath Vo, JD, CPA
Jan 77 min read


IRS Notices Explained: CP Notices vs. IRS Letters
(And What Happens If You Ignore Them) Opening mail from the Internal Revenue Service has a magical way of ruining an otherwise good day. But before you panic—or worse, pretend the envelope never arrived—let’s talk about what you’re actually looking at. Not all IRS notices are the same, and how you respond matters just as much as whether you respond. Say 'you got a letter from the IRS' without saying 'you got a letter from the IRS.' What Is an IRS CP Notice? A CP notice is a

Heath Vo, JD, CPA
Jan 23 min read


Plan Now: IRS Granted Tax Relief for Tennessee Storm Victims — Deadline is November 3, 2025
ennessee taxpayers impacted by the April 2025 storms now have until November 3, 2025, to file federal tax returns and make payments. This IRS relief applies to individuals and businesses statewide and includes extensions for income taxes, estimated payments, and payroll returns. Special provisions cover casualty losses, retirement distributions, and penalty waivers. ExFed Tax can help you make sense of it all—because we used to be the IRS.

Heath Vo, JD, CPA
Sep 30, 20251 min read


So, You Got an IRS Letter? Don't Panic - Yet.
It’s not a love letter, clever invitation to Church, or one of those letters with your name or "current resident". But it is important. Why You’re Probably Reading This- You Got an IRS Letter. . . You opened your mailbox expecting coupons, political flyers, or an HOA violation. Instead, boom: “Department of the Treasury – Internal Revenue Service.” Your blood pressure spikes. You briefly consider fleeing the country. Deep breath. Getting a letter from the IRS is not a guarant

Heath Vo, JD, CPA
Aug 4, 20254 min read


SAFE Tax Filing Act of 2025: Taxes After Domestic Abuse
Imagine this: It’s tax season. You’ve escaped an abusive partner, started over, and now the law requires you to file…with them. Romantic? No. Dangerous? Absolutely.

Heath Vo, JD, CPA
Aug 2, 20254 min read


IRS Letters Demanding Back Your $1,400 Stimulus Check? Here’s What to Do
Got an IRS letter asking for your $1,400 stimulus back? Find out why, how to verify the notice, dispute errors, and protect yourself.

Michelle McIllwain
Jul 28, 20253 min read


How to Request IRS Penalty Abatement - A Guide to IRS Form 843 and IRS Penalty Relief
Quick Take on IRS Penalty Relief Got hit with IRS penalties? You might be able to get them reduced or wiped out. The official vehicle is IRS Form 843, Claim for Refund and Request for Abatement (not Form 853—common mix-up). Use it to ask the IRS to remove or refund certain penalties, interest (in limited situations), additions to tax, and specific non‑income taxes. If you’ve got a one‑time slip‑up, a legit “life happened” situation, or the IRS straight‑up messed something u

Heath Vo, JD, CPA
Jul 25, 20258 min read


IRS Return vs. IRS Refund: What’s the Difference and Why It Matters
Let’s clear up one of the most common tax misunderstandings we hear at ExFed Tax: | “I haven’t received my return yet.” We get it—tax terminology is confusing. But here’s the truth: your IRS return and your IRS refund are not the same thing. Knowing the difference could help you avoid delays, misunderstandings, and a few unnecessary gray hairs during tax season. What Is an IRS Return? Your IRS return—typically Form 1040 for individuals—is the actual document you file each

Heath Vo, JD, CPA
Jun 25, 20252 min read


No Return, No Refund: How the IRS Refund Statute of Limitations Works for Non-Filed Tax Returns
If you're sitting on an old shoebox full of unopened IRS mail and thinking, "I never filed my taxes, but I’ll get around to it... someday," this is your wake-up call. The IRS refund statute of limitations doesn’t wait around forever—and neither will your money.

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