Morgan is an Enrolled Agent, licensed by the IRS, with over 24 years of tax problem resolution experience helping businesses and individuals with IRS and state tax problems. She has a track record of successfully handling and negotiating thousands of cases across all 50 states, ranging from basic collection services to appeals, and even personally working with the National Taxpayer Advocate and the Director of Collection Appeals on a few cases. She is also an NTPI Fellow, a credential for licensed tax professionals who go above and beyond the IRS’ minimum requirement for continuing education and are committed to staying up to date with the latest tax law changes.
Morgan and her team at Golden Lion Tax Solutions have a deep reverence for the military and our great country. In addition to her team members with family members who each have multiple family members who have served, Morgan’s Dad is a retired Lt. Colonel who was in Army Intelligence, then Engineering, and served in Operation Enduring Freedom. Her Mom is a retired Colonel who served in Logistics for Operation Desert Storm and Operation Enduring Freedom; her last tour of duty was as the Director of Logistics in Camp Arifjan for Operation Iraqi Freedom. Morgan’s Grandfather was a member of the Army’s Rainbow Brigade which was responsible for liberating the Dachau Concentration Camp in WWII. Numerous other service members include Great Uncles and Great Grandfathers in the Army, the Navy, and Air National Guard.
This compassion for our Veterans, our service members, and their families, is why we are so excited to collaborate with HelpVet. We understand that when there is a tax debt owed, it is downright scary and reaches out to impact all areas of your life. Remember, there is ALWAYS a solution! We’ll help you find it and will be relentless in its pursuit!
Designations, Certifications, Etc.
- Enrolled Agent, Licensed to practice before the IRS (2004)
- NTPI Fellow (2022)
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