Meet JoAnn Glatthaar, Your Trusted Enrolled Agent
Welcome! I'm JoAnn Glatthaar, an Enrolled Agent dedicated to providing expert tax preparation and accounting services to the San Diego community. With specialized credentials from the IRS, I bring a deep understanding of tax law to help you navigate complex regulations with confidence.
IRS Enrolled Agent: Federally licensed to represent taxpayers before the IRS, ensuring you have an advocate with the highest level of credential.
Local San Diego Expert: Serving businesses and individuals in Hillcrest, North Park, University Heights, and throughout the greater San Diego area.
Personalized Service: My practice is built on building lasting relationships, offering tailored solutions for your unique financial situation.
Whether you're a business owner, managing a trust, or filing personal taxes, my goal is to provide clarity, ensure compliance, and secure your financial peace of mind.
Enrolled Agent
IRS Licensed Tax Expert
What is an Enrolled Agent?
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has demonstrated technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.
IRS Authorization
EAs must pass a comprehensive three-part IRS exam covering individual and business tax returns, or have relevant experience as a former IRS employee. They are required to complete continuing professional education annually.
Unlimited Representation Rights
Unlike many other tax preparers, Enrolled Agents have unlimited representation rights. This means they can represent any client, for any tax matter, before any IRS office—including audits, collections, and appeals.
Specialized Tax Focus
While CPAs have broad accounting expertise, Enrolled Agents specialize exclusively in taxation. This focused knowledge is particularly valuable for complex San Diego tax situations involving businesses, trusts, estates, and non-profits.
Why Choose an Enrolled Agent for Your San Diego Taxes?
Audit Protection: Direct representation if the IRS has questions about your return.
Deep Tax Knowledge: Specialized understanding of federal and California tax codes.
Ethical Standards: Bound by strict IRS ethical standards and continuing education requirements.
Nationwide Practice: Licensed to represent clients across all 50 states, ideal for multi-state tax situations.
Client Confidentiality: Protected by IRS confidentiality rules, similar to attorney-client privilege.
"As your Enrolled Agent, I bring specialized tax authority to every return—whether for your San Diego business, personal finances, or complex trust and estate matters. My credential means you have an advocate who understands the intricacies of tax law and can stand beside you if the IRS has questions."
— JoAnn Glatthaar, Enrolled Agent
Serving San Diego with Local Tax Expertise
As your local Enrolled Agent, I provide tailored tax solutions designed for the unique financial landscape of San Diego. My deep understanding of California and local regulations ensures you get accurate, strategic advice.
Communities We Serve
I am proud to serve clients throughout San Diego, including:
- Hillcrest
- North Park
- University Heights
- Bankers Hill
- Mission Hills
- And surrounding areas
Commitment to Local Clients
I understand the specific challenges and opportunities facing San Diego businesses, individuals, and families. My practice is built on providing personalized, accessible tax guidance to our community.
Tailored San Diego Solutions
Whether you're a business owner in North Park, managing a trust in Hillcrest, or filing personal taxes in University Heights, I create tax strategies that align with your local context and goals.
Call for a Local Consultation