Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA

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:

• Website:https://www.taxdebtconsultant.com/, http://carlossamaniego.com/

• LinkedIn: https://www.linkedin.com/in/carlossamaniego/

• Facebook: https://www.facebook.com/taxdebtconsultant/

• X: https://x.com/carlossamaniego

• Instagram: https://www.instagram.com/jcarlossamaniego/

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