Sallyanne H.

What made you decide to get into tax and become an enrolled agent?

I had experience running a CPA business for some time and when I had the chance to start my own firm I did it. It was not easy and there were some setbacks but I am glad I opted to start my own firm helping others. I was ready to study, I lost everything in the meltdown during 2008 and 2009, my previous business was gone, so I was ready to jump in.

What tools did you use to prepare for and pass the Enrolled Agent Exam?

I passed all 3. It took 1 year to get my EA credential while I built my business. I went from underemployed to Enrolled Agent in 4 years. I love Fast Forward. I could take the test bank and exams any time. Thank you

When you started your business, how did you find your early clients?

Some of my early clients came from another CPA firm that was leaving the business just as I was launching mine. I painted my car and branded myself as the local tax expert: “Tax Lady X”.

How long did it take you to build your business to a self-sustaining level? Where there any setbacks?

The setbacks were many, but I want to grow my business and was determined. It took me three years of hard work to become profitable. If I had to do it all over again, I would have hired an administrator sooner to handle some of the day to day tasks. Having help would have freed me up sooner to handle the higher level things I needed to focus on as a business owner.

In your current work, what types of tax issues do you like to tackle most?

I like offers in compromise and negotiating with the IRS on behalf of my clients. This is where I can save my clients a bundle and stop cold cases from getting notices that are computer generated. I will work with clients that have collection issues but typically I like the challenge that comes with negotiations. Americans have been overwhelmed by automatic computerized notices, some sent in error. I teach my clients never to "ignore" any notice.