Randy Moser - Moser Tax & Planning

On this episode of Caddo Convos hosted by Buddy Broyles of Blue Mic Studios, we sit down with Randy Moser of Moser Tax & Planning, a CPA who helps individuals and business owners find clarity in some of the most stressful financial situations.

From uncovering overlooked deductions to resolving IRS issues and guiding clients through major life transitions, Randy's approach is simple: ask questions, dig deep, and create peace of mind. If taxes have been weighing on you, this conversation is a reminder that it's never too late to take control—and the best time to start is now.

Contact:

randy@mosertax.com

https://www.mosertax.com/

Five Key Takeaways

Peace of mind is the product. Randy goes beyond tax prep to help clients reduce anxiety by uncovering missed deductions, fixing issues, and planning ahead.
Tax resolution is a major focus. From multiple unfiled returns to IRS notices, Randy helps clients navigate payment plans, offers in compromise, and complex situations.
Life events change your tax picture. Divorce, selling a home, forgiven debt, or starting a business all carry hidden tax consequences—and opportunities.
Financial planning meets real life. Randy blends tax strategy with practical retirement and cash-flow planning to help clients see where they're headed.
Knowledge beats fear. Asking questions early can save money, stress, and even lost refunds—waiting too long can cost you.

Podcast Sponsors:

Podcast Production provided by Blue Mic Studios, the podcast production arm of Visual Learning Solutions, LLC

Recorded at the Blue Mic Studios:

https://www.bluemicstudios.com/

https://caddooffices.com/

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