Phillip Zagotti
JD/CPA and author of Taxed and Trusted. I help business owners and trustees untangle tax and legal problems before they get expensive.
Phillip Zagotti
JD/CPA and author of Taxed and Trusted. I help business owners and trustees untangle tax and legal problems before they get expensive.
About Phillip Zagotti
JD/CPA and author of Taxed and Trusted. I help business owners and trustees untangle tax and legal problems before they get expensive.
Phillip Zagotti is an attorney and CPA at North Star Law Firm in Houston. He has spent more than 25 years in law, public accounting, and forensic accounting, and most of his work starts after something has already gone wrong. Usually that's an IRS collection notice, an SBA disaster loan the business can't repay, a bankruptcy decision that can't wait, or a family member who just found out they're the trustee.
Why Book Phillip Zagotti as Your Podcast Guest
Engaging High-Stakes Stories
I bring real-world cases including IRS fights, bankruptcies, and hidden-money disputes that keep listeners hooked while illustrating practical lessons.
Plain-English Explanations
I turn dense tax and legal concepts into simple, conversational insights so your audience stays with you and feels smarter, not overwhelmed.
Tax and Legal in One Seat
I answer both the tax and legal sides of a question live, avoiding the usual ‘ask your accountant’ dead-ends that stall good conversations.
Prepared, Professional, and Promotional
I show up prepared, stay focused on value instead of selling, and share the episode with my network to extend your show’s reach.
Episode Angles & Topics
When the IRS Letter Hits: What To Do Next
Turn scary IRS and tax notices into a calm, step-by-step game plan your audience can follow before costs spiral.
Bankruptcy, SBA Loans, and Tough Calls for Business Owners
Demystify high-pressure-decisions around unpayable SBA disaster loans and bankruptcy so listeners feel informed, not ashamed.
So You’re a Trustee Now: Avoiding Expensive Missteps
Give suddenly appointed trustees a clear, practical roadmap based on Trusted, reducing fear and family conflict.
Inside Forensic Accounting and Fraud: Where the Money Really Went
Use real-world forensic and divorce cases to keep listeners hooked while teaching them how to spot financial red flags.
What You'll Get From This Interview
Audience Takeaways
Listeners leave with plain-English steps to handle IRS letters, looming bankruptcy, hidden-money disputes, and sudden trustee duties reducing panic and increasing confidence in their next move.
Hot Topics
Why Trust Me
The Ideal Show
Podcasts focused on small business, personal finance, tax strategy, legal issues, entrepreneurship, financial planning, wealth protection, and real-world money mistakes and recoveries.
Recent Podcast Appearances
The EIDL Time Bomb: How the Treasury Is Now Seizing Refunds Without a Court Order
The Tax Strategy Playbook • Sep 15, 2026
Secrets to Save in the Covid-19 Market with CPA, Phillip Zagotti
Growth Amplifiers • Sep 24, 2020
Key Achievements
Co-wrote Taxed: A Taxpayer's Guide to Tax Defense and Resolution for non-lawyers facing tax trouble.
Co-wrote Trusted: The Essential Guide for Trustees to demystify trustee responsibilities.
National CLE faculty for LexVid, presenting an eight-part series built on Trusted.
Presents continuing education for CPAs through Surgent, including an eight-hour fraud course.
Served as forensic accountant and expert witness in complex divorce and financial cases.
Admitted to practice before U.S. Tax Court and multiple federal district and bankruptcy courts.
Received Lone Star Legal Aid's Commitment to Pro Bono Award.
Featured commentary in Kiplinger, ThinkAdvisor, GOBankingRates, and MoneyLion.
Regularly handles IRS collection matters, SBA disaster loan problems, and urgent bankruptcy decisions.
Helps non-lawyers make informed decisions in high-pressure financial situations.
Professional Experience
Attorney and CPA
North Star Law Firm, Houston
I focus on tax controversy, bankruptcy, trusts and estates, and forensic accounting, usually after something has already gone wrong.
Speaker Topics
What Phillip Zagotti Can Speak About:
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Actionable, story-rich insights on IRS collection defense, SBA disaster loan issues, Bankruptcy law insights. Studio-quality video & audio. Available Everyday.
Free for podcast interviews
Studio-quality video & audio
Will promote episodes to their audience
Available Everyday
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