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Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA

Massive Passive Cash Flow Podcast

Release Date: 06/04/2025

Episode 342: Exploring Opportunities in Real Estate, with Jim Black show art Episode 342: Exploring Opportunities in Real Estate, with Jim Black

Massive Passive Cash Flow Podcast

Jim has been a licensed REALTOR® since 2004, personally helping hundreds of clients buy, sell, or invest in real estate. Jim is passionate about his commitment to ensuring each client receives a white glove experience when dealing with one of the biggest purchases of their lives. After college, Jim joined the world of finance and quickly realized the cubicle life wasn't for him. He wanted to help people in a greater capacity. His two daughters, Anna and Madeline, are the greatest motivation behind his drive and success. And, ultimately, he challenges himself, every day to create a bigger...

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Eddie Speed is renowned as one of the nation's top note educators with more than 40 years of experience. He founded NoteSchool, an esteemed training company that focuses on educating individuals about purchasing both performing and non-performing discounted mortgage notes. His structured note-investing education has led thousands of students to success. Additionally, he holds the positions of Owner and President at Colonial Funding Group LLC. specializing in acquiring and brokering discounted real estate secured notes. Furthermore, Eddie is a principal in a family of Private Equity funds...

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Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA show art Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA

Massive Passive Cash Flow Podcast

Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers...

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Episode 338: Building Success through Real Estate, with Bob Lachance show art Episode 338: Building Success through Real Estate, with Bob Lachance

Massive Passive Cash Flow Podcast

Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe. At 30...

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Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver show art Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver

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Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.  What You Will Learn: Who is Erik Oliver? How does selling a property and carrying the...

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Episode 336: Exploring Note Investing Strategies, with Fred Moskowitz show art Episode 336: Exploring Note Investing Strategies, with Fred Moskowitz

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Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.  He has been making an impact by sharing his unique...

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Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris’s primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors. Prior to Three Peaks, Kris spent more than a decade working through progressive...

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Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon show art Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon

Massive Passive Cash Flow Podcast

Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few...

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Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon show art Episode 334: Accelerating Long-Term Growth in Real Estate, with Anne Gannon

Massive Passive Cash Flow Podcast

Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few...

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Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board.

Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid. As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience.

Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title

What You Will Learn:

  • Who is Carlos Samaniego EA?

  • What is Carlos Samaniego's background and how did he get into tax consulting?

  • What pivotal moment in Carlos's early career led him to realize the importance of proper tax withholding?

  • How did Carlos navigate his tax issues over the eight years he didn't file?

  • How does Carlos's experience shape his approach to helping clients with tax issues?

  • What changes occurred in IRS collection practices during and after the COVID-19 pandemic?

  • What is the significance of the "final notice before levy" that the IRS sends to taxpayers?

  • How does Carlos engage with clients from different parts of the world, including expats?

  • What should clients expect during the initial consultation with Carlos regarding their tax issues?

  • How does Carlos address the fear and stigma associated with dealing with tax problems?

  • What is the hardest part for clients when they first reach out to Carlos regarding their tax problems?

  • What information can Carlos access once he files the power of attorney?

  • How does Carlos compare his investigative process to a doctor's examination?

  • What does the compliance step entail in dealing with tax issues?

  • What options does Carlos offer for resolving tax debts based on their size?

  • How does Carlos help clients who owe large tax balances through programs like currently not collectible status or offer in compromise?

  • What common misconceptions do people have about tax resolution companies?

  • How does Carlos engage with clients from different parts of the world, including expats?

  • What advice does Carlos give regarding the importance of separating personal and business finances?

  • How can real estate agents and self-employed individuals better manage their records to avoid tax issues?

  • Carlos shares how everyone can contact him.

Additional Resources from Carlos Samaniego EA:

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