Susan Holtgrefe, Enrolled Agent

Owner of Year Round Mobile Tax Service, LLC
Audits • IRS Letters • Collections • Non-Filing Issues
“The Enrolled Agent is the most expansive license IRS grants a tax professional”

As an Enrolled Agent I have the privilege to work as a tax specialist year round to help clients not only prepare their tax returns but to deal with their IRS issues.

My goal is to not just prepare an accurate tax return, but to also ensure that my clients only pay what is legally required and not a penny more. This takes more than professional level tax preparation software; it also requires dedication to year-round education. My practice is limited so I can spend the time to understand your tax situation. Clients have come to expect that I am available year-round for any questions and that I will explain taxes to them in a way that they can understand.

I have over 14 years of experience doing a broad range of taxes, ranging from higher income issues, multistate issues, rental property (US and Foreign rentals), non-filing issues, dual status issues, tax treaties, IRS controversy issues, bankruptcy issues, crypto currency, energy efficiency credits, green vehicle credits, foreign students, retirees, and working families.

My specialty is individual tax issues that are unique to clients who are new to the United States. As a Certified Acceptance Agent, I am contracted with the IRS to certify passports for filers and their family for their Individual Tax Identification Number applications.

Are you new to the United States? If so, you are subject to special rules and filing requirements for the first year you arrive in the U.S. and the year you depart the U.S. As a Dual Status taxpayer, you may have choices available to you that can significantly reduce your exposure to US taxation and protect your VISA eligibility. Your marital status, arrival/departure date, non-U.S. income, location of dependents, and even if there is a tax treaty between the U.S. and your home country has to be considered.

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