Morgan Anderson

12 Days of Giving Day 9: Fighting an Erroneous 1099-R and Winning $146K Back

An erroneous 1099-R helped the IRS seize a $116,000 refund from a real family. In this episode, we walk through how it happened, how we fought it, and what you need to do so it doesn’t happen to you.

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12 Days of Giving Day 5: When a Bad 1099-R Lets the IRS Steal Your Refund

You can do nothing “wrong” on your taxes and still have the IRS quietly grab six figures of your money because a company filed bad paperwork in your name. That’s exactly what happened in this real 1099-R horror story—and it’s a playbook for how to fight back and win.

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One Big Beautiful Bill: The Q4 Tax Play for Owners

Headlines made the One Big Beautiful Bill sound like a gift basket. Reality is sharper. If you are a first-gen business owner, the cost of believing clickbait is a surprise tax bill and a lost year of planning. In this episode, I brought in tax pro Morgan Anderson, EA, to break down what actually changes, what only sounds good on TV, and how to use Q4 to get control before the calendar does it for you. We talk through the truth about “no tax on tips,” why some credits phase out or expire, and how to approach entity realities without pretending write-offs are a magic trick. We keep it practical. Owners get a short, repeatable checklist you can run now, questions to vet a real tax pro, and a mindset shift that keeps politics out of your wallet. Watch the full conversation on YouTube and then put the plan to work. Your future self will thank you.

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The IRS Boogeyman is a Lie: What Really Happens When You Owe Taxes

Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube That scary letter from the IRS sitting on your kitchen table isn’t a death sentence. Here’s what tax debt experts don’t want you to panic about. Getting a notice from the IRS feels like the world is ending. Your heart races. Your palms sweat. You imagine losing everything you’ve worked for. But…

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