TAX PREPARATION
From W-2s to multi-source income, we handle returns of all shapes and complexities. Single-member LLC, S-corp, or C-corp? We handle entity selection, quarterly filings, payroll compliance, and year-end returns.
STRATEGIC TAX & BUSINESS ADVISORY
We help clients maximize value through specialized tax credits and business optimization. Our services include identifying and claiming R&D, energy, and EV tax credits; guiding entity selection and conversions; supporting start-ups; and improving operations through marketing strategy, process mapping, and customer experience design.
TAX CONTROVERSY & IRS REPRESENTATION (COMING MAY 2026)
We specialize in tax controversy and defense, leveraging decades of IRS leadership experience to advocate on your behalf. We handle audits, appeals, penalty abatements, and complex disputes with confidence and clarity. Whether you're an individual or business under scrutiny, we know how the IRS works—because we worked there. Let us help protect your rights and achieve a favorable resolution.
OPERATIONAL & GROWTH
We help businesses grow smarter by refining internal processes, strengthening brand presence, enhancing customer experience, and implementing compliant 401(k) retirement plans. Whether you're scaling up or streamlining, our strategic support drives efficiency and long-term success.
ENTITY SELECTION & FORMATION
The structure of your business is one of the most important decisions you will make. At ExFed Tax, we guide entrepreneurs and business owners through the process of selecting the entity type that best aligns with their goals—whether LLC, S Corporation, C Corporation, or Partnership. Our team of former IRS professionals evaluates tax implications, liability considerations, and long-term planning strategies to ensure your new venture is built on a solid foundation. From consultation to formation filings, we make sure your business starts off on the right path.
PAYROLL SERVICES
Managing payroll is more than just cutting checks—it’s ensuring accuracy, compliance, and peace of mind. At ExFed Tax, we provide end-to-end payroll solutions tailored to your business. From onboarding employees and handling federal and state tax withholdings to preparing year-end forms and ensuring compliance with ever-changing regulations, our team of former IRS professionals takes the complexity out of payroll. We help you stay focused on growing your business while we manage the details that keep your team paid and your business in good standing.
"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 Báhn Mì
Pearland, TX
