#121. Tax Debt Solutions: How to Resolve IRS Issues and Take Control of Your Finances with Morgan Anderson

In this insightful episode of Pockets of Knowledge, host Desiree Stanley welcomes Morgan Anderson, founder of Golden Lion Tax Solutions and an enrolled agent licensed by the IRS with over 25 years of experience helping individuals and businesses navigate complex tax situations. With tax season just around the corner, Morgan shares practical advice, insider tips, and expert guidance on managing tax debt, dealing with the IRS, and setting up your finances for success.

Morgan explains how tax issues arise, from personal income tax challenges to business-related sales and payroll tax debts. She shares real-life stories of clients struggling with unexpected tax burdens—whether from natural disasters, financial hardships, or simple filing mistakes—and walks listeners through the best ways to resolve tax debt without fear. She breaks down how to communicate with the IRS, set up manageable payment plans, and understand your rights, emphasizing that there’s always a solution—no matter how overwhelming the situation may seem.

Desiree and Morgan also discuss proactive financial planning for entrepreneurs, stressing the importance of bookkeeping, tax planning, and working with knowledgeable professionals to avoid costly mistakes. Whether you’re an individual facing a tax bill you can’t pay or a small business owner looking to stay compliant while maximizing deductions, this episode is packed with actionable insights and expert strategies to help you take control of your finances with confidence.

Morgan’s passion for helping others is evident throughout the conversation, making tax talk less intimidating and more empowering. Tune in to learn how to face tax challenges head-on, protect your financial future, and find peace of mind in the process.

Bio:

Morgan Q. Anderson, EA, has been relentlessly representing her clients before the IRS and state tax agencies for over 24 years.  During that time, she has resolved thousands of clients' personal and business tax debt issues for income, payroll, and sales taxes.  To say she has handled pretty much any tax debt problem you can imagine is an understatement!  Her experience and knowledge have led to her publishing a book called "Tax Debt Rule #1... There's ALWAYS a Solution!" that individuals and tax professionals can use as a guide for identifying where they are in the tax debt collection process and the steps they can begin to take to move towards a resolution.

Connect with Morgan:

Website: https://www.goldenliontaxsolutions.com/

Facebook: https://www.facebook.com/profile.php?id=100065009094636

LinkedIn: https://www.linkedin.com/in/morgan-anderson-ea/

Resources: 

Essential Business Insight Summit June 11, 2025 - 10% off coupon with code SUMMIT10

https://www.goldenliontaxsolutions.com/essential-business-insight-summit

https://www.goldenliontaxsolutions.com/am-i-a-candidate.php

Books mentioned:

Tax Debt Rule #1: There's ALWAYS A Solution Kindle by Morgan Anderson (Author) - https://amzn.to/40P2VQq

The Accountability Code: Wake Up and Show Up by Marci Barker (Author) -https://amzn.to/42LvG30

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Questions? Contact me through my website, www.PocketsofKnowledge.com, or find me on Instagram @desireedstanley. Thanks for listening!