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    Roberts Tax Service

    1.0 (1 review)
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    Services - Roberts Tax Service

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    5 More Services

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    1 month ago

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    ExFed Tax

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    I cannot say enough great things about the excellent service ExFed Tax offers. Experts in all…read moreaspects of tax services. Just reach out for a consultation and you will be truly glad you did! Let them help you get the money you deserve to have, they understand and are committed to help.

    From the owner: Former IRS talent. Zero IRS nonsense. Individual & Business…read moreTax Preparation From basic W-2s to “why does my return have its own zip code?” complex, we handle it. 1040, 1120, 1120-S, 1065, estates, trusts — all the returns other preparers pretend not to see. IRS Representation & Controversy Support We bring 50+ years of combined IRS experience — examining huge corporations, leading promoter and preparer investigations, and helping write exam policy. Now we use that insider knowledge to steer clients through audits, notices, payment plans, and interest/penalty messes without the meltdown. Small & Mid-Sized Business Support We build real financial systems so your business stops living on spreadsheet fumes. Accounting setup, QuickBooks Online & Payroll, monthly bookkeeping, and fractional CFO support (projections, growth models, KPIs — the stuff that actually keeps you afloat). Accounting Systems & Cleanups If your books look like a crime scene, we rebuild charts of accounts, workflows, payroll systems, projections, and give honest entity-selection guidance. Estate, Gift, Trust & High-Wealth Planning Form 706, Form 709, trusts, executors — we speak fluent “wealth transfer” so you don’t have to. Small Business Planning Tax strategy, quarterly planning, year-end cleanup, startup support, contractor vs. employee issues, disaster relief — basically, everything you wish someone had told you sooner.

    Roberts Tax Service - taxservices - Updated May 2026

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