"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."

Virtual tax prep gives you expert-level service—without the office visit.

• Convenient: Upload, review, and e-sign from anywhere.

• Faster + organized: Secure portal keeps documents in one place (no email chaos).

• Accurate: Streamlined process means more time for verification and fewer mistakes.

• Secure: Sensitive info stays protected—no printing, mailing, or paper shuffling.

• Easy support: Phone/video questions handled quickly, wherever you are.

• Better for planning: Digital records make year-round “will this affect my taxes?” guidance simpler.

Same quality. Less hassle. More control. ExFed Tax.

Clear. Honest. Upfront. At ExFed Tax, we believe in transparent pricing with no surprises. While final costs depend on your unique tax situation, most individual returns are around $310 and completed the same day information is provided via our Intuit Link program. But this doesn't just include preparation, this includes the year 'round ability to pick up the phone and call us - about any question you have on taxes. So, if you decide to sell a home, invest in rental real estate or want to reduce taxes to help with your child's FAFSA application - that's why we're here. To do what we did on the inside to now help you on the outside.

Now does your preparer in a box do that?

ExFed Tax is a boutique tax preparation and tax planning firm serving individuals, families, and small businesses with accurate, compliant filing and proactive strategies to reduce surprises. based in Pearland, Texas and Nashville, TN. We provide federal and state income tax return preparation, e-filing, W-2 and 1099 filing support, Schedule C self-employed returns, and small business tax services—with clear documentation, secure client upload, and year-round guidance. Built by former IRS professionals, we help clients maximize eligible deductions and credits, avoid common filing mistakes, and respond confidently to IRS notices when they arise.

We provide professional tax preparation and year-round tax planning for individuals and small businesses—built for accuracy, compliance, and fewer surprises.

Individual tax services

• Federal & state income tax return preparation (Form 1040) with IRS e-file

• Support for W-2, 1099, Schedule C (self-employed), rental and investment income

• Tax projections and withholding/estimated tax planning

• Guidance for life events: new business, relocation, marriage, dependents, college planning

Small business tax services

• Tax filing support for LLCs, S-Corps, and partnerships

• 1099 contractor and small business tax planning

• Entity and compensation strategy support (reasonable salary / distributions)

• Bookkeeping coordination and clean-up (with your existing QuickBooks team or ours)

IRS notice support/Representation

• Help understanding and responding to common IRS letters and CP notices

• Documentation strategy to reduce back-and-forth and protect your position

• Representation at IRS Examinations.

If you’re not sure what you need, we’ll point you to the right service fast—because guessing is for game shows, not tax filing

ExFed Tax is a virtual tax preparation firm based in Texas (Greater Houston area) with offices in Nashville, TN, serving clients nationwide. We provide online tax preparation, IRS e-file, and year-round tax planning for individuals, families, and small businesses—including self-employed/Schedule C, 1099 contractors, and LLCs & S-Corps. Meet with a CPA/former IRS professionals by secure video or phone, upload documents through a secure portal, and get fast, accurate filing—no office visit required.

No judgment—really. Life happens. Whether it’s been a couple years or more, you’re not alone, and we’re here to help you get back on track with compassion and confidentiality.

At ExFed Tax, we’ve worked with countless individuals and businesses who’ve fallen behind on their filings for all kinds of reasons. Our job isn’t to scold you—it’s to fix it.

The good news? In many cases, you may still be eligible for refunds—but Federal law only allows you to claim them for the last three years. So the sooner we start, the more we can potentially recover.

With knowledge comes power—and peace of mind. Let’s take the next step together.

Check out our blog for more information: No Return, No Refund.

When services begin, we will offer an expedited add-on option ($59) for individuals and certain small businesses.

Absolutely. At ExFed Tax, we understand that life gives us all periods of transitions. From transitioning family units to even sobriety—it can also mean rebuilding after a divorce, career shift, or any major life change. Financial chaos often walks hand-in-hand with personal upheaval, and we’re here to help you sort through the mess and create a clear, realistic path forward.

We offer Financial Recovery Planning for individuals navigating life transitions, including those in recovery from addiction, marital changes, or other challenges. Our approach is compassionate, confidential, and judgment-free—because we’ve been there too.

Eligible individuals may receive discounted service rates. Reach out to see if you qualify and let’s build a plan that supports your healing—financially and beyond. Inquire by emailing stephanie@exfedtax.com

You can schedule a consultation here:

Consultations will be conducted via Microsoft Teams.