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Jul 29, 2020

Curtis and Ben Golden talk about how to help families in business resolve IRS tax issues and have peace of mind. During his postgraduate years, Ben prepared income taxes for corporations, trusts, estates, and individuals as a clerk, staff accountant, and eventually a business owner. In 2004, he purchased the family-owned Golden Income Tax & Accounting Inc. based in Thomasville, AL, a firm focused on individual taxes. His goal is to help his clients feel at peace by representing them knowledgeably, to protect them by working within the confines of their rights, and to let them know that their posterity will be secure in the years to come.


Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit


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Show Notes

  • Wanting to give clients peace of mind - 0:58
  • IRS rules - 2:56
  • You have the right to representation - 7:37
  • A misconception that many people do not understand - 9:51
  • Figuring out why you have a letter - 11:53
  • There are two types of people - 15:33
  • To guide somebody you need to do an investigation - 16:08
  • What is client expectation management? - 22:32
  • The key is communication - 23:19
  • Ben’s four cornerstones - 29:17
  • File your taxes on time - 36:50


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