#20 Morgan Anderson- Practical steps for dealing with your taxes, helping people in massive tax debt, and what to do when the IRS calls
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Morgan is the founder and CEO of Golden Lion Tax Solutions.
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In this conversation, Morgan Anderson, an expert in tax debt resolution, shares all things taxes. From how to deal with the IRS, helping people with big tax debts, and how individuals can best set themselves up for success with their taxes. A super informative conversation on a topic relevant to everyone.
00:00 Introduction to Tax Debt Resolution
02:36 Morgan's Journey into Tax Resolution
05:56 Challenges in Family-Owned Businesses
08:49 Understanding IRS Negotiations
11:40 Common Tax Mistakes and Solutions
14:45 The Complexity of Tax Codes
18:01 The Future of Tax Simplification
20:44 Navigating Tax Audits
23:34 Choosing the Right Tax Professional
30:59 The Importance of Year-Round Tax Planning
35:09 When to Seek Professional Help for Tax Issues
38:57 Understanding Deductions: Standard vs. Itemized
40:28 Reasons for Seeking Tax Assistance
41:46 The Joy of Problem Solving in Tax Resolution
46:15 The Year-Round Nature of Tax Work
48:43 The Challenges of Running a Tax Business
49:26 The Mission Behind Gold Lion Tax Solutions
52:17 Balancing Tax Advocacy and Business Ownership
55:04 Client Acquisition Strategies for Tax Professionals
58:27 Connecting with Morgan Anderson Online