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!
IRS REPRESENTATION & TAX CONTROVERSY
IRS notices, audits, Appeals, penalties, and complex credit disputes require a disciplined response. We clarify the issue, build the administrative record, and provide credible representation, expert consulting, or testimony—without promising outcomes.
TAX PREPARATION & PLANNING
Federal and state preparation for individuals, families, businesses, estates, and trusts—paired with clear explanations and year-round planning so important tax decisions are made before the filing deadline.
ESTATE & GIFT TAX RETURNS
Forms 706 and 709 require careful valuations, elections, disclosures, and documentation. Drawing on former IRS Estate and Gift Tax leadership, we prepare defensible filings and coordinate with attorneys, appraisers, and fiduciaries when needed.
STRATEGIC TAX & BUSINESS ADVISORY
We help owners plan entity, compensation, incentive, projection, payroll, and accounting decisions before the transaction or deadline. The result is practical strategy, cleaner operations, and fewer tax surprises as the business grows.
POST-APPEALS MEDIATION & TAX ADR
When Appeals negotiations stall, Post-Appeals Mediation may offer a final path to resolution before litigation. We serve as independent or co-mediators, clarify the real disagreement, test litigation hazards, and keep the session focused on decisions.
ENTITY FORMATION & COMPLIANCE
We evaluate LLC, S corporation, C corporation, and partnership options based on tax treatment, owner compensation, filing obligations, administrative cost, and long-term goals. We can also coordinate formation, elections, payroll, bookkeeping, and recurring compliance.
PRACTITIONER EDUCATION & TRAINING
Webinars and workshops on IRS procedure, tax controversy, complex credits, examination readiness, and emerging compliance issues—built for professionals and owners who want useful substance, not recycled slides.
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."
