Morgan Anderson Morgan Anderson

Filed Your Return and Owe the IRS? Don’t Wait for the Notice.

The weeks right after filing are a great time to confirm what’s owed, look at payment options, and see whether any penalty relief applies. One thing to be clear about, though: there is no special grace period after filing. The payment deadline, and any deadline printed on an IRS notice, is what counts.

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Morgan Anderson Morgan Anderson

Owe the IRS More Than $50,000? Here’s What Your Options Look Like

Once an IRS balance crosses $50,000, the process changes. The IRS’s Simple Payment Plan generally applies to individuals who owe $50,000 or less in combined tax, penalties, and interest.

Above that, the IRS typically wants detailed financial information, and the strategy you choosematters a lot more. The good news is that real options still exist at every level.

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Morgan Anderson Morgan Anderson

The IRS Is Using AI. Here’s What That Means If You Owe Back Taxes

In 2025 the IRS lost roughly a quarter of its workforce. Plenty of people with unfiled returns or unpaid balances took that as a sign the agency would be too stretched to notice them. The opposite is happening. The IRS has been filling the gap with artificial

intelligence, and those systems are built to find exactly the kind of issues that used to slip through.

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Morgan Anderson Morgan Anderson

Haven't Filed in Years? Why the IRS Non-Filer Crackdown Changes the Math Now 

A CP59 notice looks routine on the page, but it marks the start of an active IRS process, not a courtesy heads up. With the agency's non-file compliance initiative sending a much higher volume of these notices than in past years, it is worth understanding what one actually means before it lands in a client's mailbox, or your own. 

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Morgan Anderson Morgan Anderson

Why State Tax Debt Deserves Its Own Conversation

Federal tax debt tends to get all the attention, largely because IRS notices are consistent and well documented. State tax debt is just as serious, and often more urgent, but it plays by an entirely different set of rules.

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Morgan Anderson Morgan Anderson

When Tax Debt Becomes Too Complex to Handle Alone 

Tax debt is not always as simple as setting up a payment plan. Multiple years of debt, business tax issues, payroll tax liabilities, IRS collection activity, and compliance concerns can quickly turn a routine tax matter into a complex resolution case. Learn the warning signs that indicate a taxpayer may need specialized tax resolution support and when professionals should consider referring clients for additional help.

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Morgan Anderson Morgan Anderson

Myth: Tax Debt Means You Are Irresponsible

Tax debt does not mean you are irresponsible. It means there is a tax problem that needs clarity, strategy and the right resolution path. Learn why shame keeps taxpayers stuck and how Golden Lion Tax Solutions helps people move from avoidance to a practical next step.

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Morgan Anderson Morgan Anderson

What To Do If You Receive an IRS Notice

An IRS notice should be reviewed carefully so you can understand the issue, the deadline and the appropriate next step. If the notice involves tax debt, a balance due, missing returns, penalties, liens, levy warnings or collection activity, Golden Lion Tax Solutions can help you understand what is happening and what options may be available.

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Morgan Anderson Morgan Anderson

Tax Professionals Should Review Clients Now for Potential Kwong Refund Claims

Tax professionals should review client accounts now for possible Kwong v. United States refund or abatement opportunities. While July 10 may be the final deadline to file, waiting until July could leave too little time to properly identify eligible clients, review penalties and interest and prepare claims correctly.

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