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 & EXFEDTax going forward for any tax needs.
Morgan James, NY
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
Aaron Law & Associates
Heath at EXFEDTax was recommended to my firm on a case where the IRS Office of Appeals had made the wrong call on an ERC Claim. He provided independent mediator services for a Post-Appeals Mediation. He is a true mediator. He was able to guide us and the IRS to a settlement and helped move the needle to save both parties costly litigation.
Our Services
At EXFEDTax™, we bring an insider’s understanding of the IRS to every engagement. Founded by former IRS leaders, our services combine deep tax expertise with firsthand knowledge of how the IRS operates, how cases move through the system, and how decisions are made. From tax preparation and proactive compliance to complex tax controversy, IRS Appeals, Post-Appeals Mediation, and specialized consulting, we help individuals, businesses, and tax professionals navigate the federal tax system with clarity and confidence. Whether you need to get it right from the beginning or find a better path forward when a matter becomes complicated, EXFEDTax brings experience from both sides of the table.
IRS REPRESENTATION & TAX CONTROVERSY
IRS disputes can be complex, expensive, and difficult to navigate without a clear strategy. We help you understand what the IRS is challenging, develop the record, and move the matter forward through experienced representation, consulting, and expert testimony.
TAX PREPARATION & PLANNING
Your tax return should do more than report what already happened. We prepare federal and state returns for individuals, families, businesses, estates, and trusts, while providing clear guidance and year-round planning so important tax decisions can be made before the filing deadline. Schedule a consultation to discuss your tax situation and next steps.
POST-APPEALS MEDIATION & IRS ADR
When Appeals negotiations stall, Post-Appeals Mediation can create a structured opportunity to resolve disputed issues without the time, cost, and uncertainty of litigation. We help narrow the disagreement, evaluate settlement risks, and keep the mediation focused on realistic terms that can move the case toward resolution. Want to know more about PAM? Learn how the process works and when it may be appropriate for your case.
BUSINESS SERVICES & FORMATION
Your business needs the right foundation to grow with confidence. We help with entity selection and formation, accounting setup, and payroll systems, then provide strategic guidance as your business evolves—from major operational changes and expansion to restructuring and obtaining capital.
PRACTITIONER EDUCATION & TRAINING
Tax professionals deserve education grounded in how the IRS actually works. EXFEDTax provides consulting and CPE for tax and accounting professionals on IRS procedure, examinations, Appeals, complex credits, and tax controversy. If you’re looking for practical training built on real-world experience—not just slides and theory—reach out to discuss a customized program for your firm or organization.
UNFILED TAX RETURNS
Falling behind on tax filings can feel overwhelming, but you do not have to sort it out alone. We help individuals and businesses get caught up on unfiled tax years, even when records are incomplete, several years are involved, or you are not sure where to begin. We have seen just about every situation, and our approach is simple: no judgment, clear guidance, and a practical path forward.
FINANCIAL RECOVERY PLANS
When life changes leave your finances feeling uncertain, a clear plan can make the next step easier. Our Financial Recovery Planning service helps individuals rebuild after addiction, divorce, major life transitions, or other financial setbacks with a confidential, judgment-free approach. We work at your pace to organize where things stand, identify priorities, and create a practical path forward.