IRS BEGINS ACCEPTING E-FILED RETURNS 01/26/2026. SCHEDULE YOUR APPOINTMENT NOW!
Ash Rich, TN
Heath helped me file my 2024 taxes because I missed the deadline & I was stressed. After talking with Heath I felt so much better & within 24 hrs of our first meeting he solved my problem and filed my taxes. A huge weight is lifted & will always recommend Heath & ExFed Tax going forward for any tax needs.
Jesse Frerot, MD
I would highly recommend Heath and the service that he provides as an Accountant. Heath is timely with his responses, professional and very knowledgeable of tax law - I've personally referred him out to my own friends & family
David Randanzzo. TN
Absolutely amazing staff! They made taxes as painless as possible. Can't thank them enough!
TAX PREPARATION
From W-2s to multi-source income, we handle returns of all shapes and complexities. From Individual Form 1040s, Single-member LLCs, S-Corporation, or C-Corporations, we handle entity selection, quarterly filings, payroll compliance, and year-end returns.
ESTATE & GIFT TAX PREPARATION
When transferring wealth, precision isn’t optional — it’s everything.
Our founder, a former IRS Director who led the nationwide policy initiatives for Estate & Gift Tax to develop service-wide compliance and enforcement, brings unmatched insight to every return we prepare.
From valuations and elections to deductions and disclosures, we ensure your Form 706 (Estate Tax) and Form 709 (Gift Tax) filings are accurate, compliant, and built to withstand IRS scrutiny.
At ExFed Tax, we once wrote the rules. So who better to help you follow them?
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
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.
EDUCATION
ExFed Tax provides educational resources, webinars, classes, and an educational blog featuring articles and guidance on tax compliance, tax planning strategies, and navigating IRS processes for individuals and business owners.
Scheduling Assistant
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"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."
