JoAnn Glatthaar, Enrolled Agent

Accounting & Tax

About

Business, individual, trust, estate, gift, and charitable nonprofit returns are the bread-and-butter caseload for JoAnn Glatthaar, Enrolled Agent, a Falcon Street practice in Mission Hills with NAEA membership and full IRS representation rights. EA credentialing covers audit response, lien and levy releases, and penalty-abatement requests that sometimes route through a family-law or probate attorney at Dillingham & Associates when estate administration crosses into disputed-distribution territory. Payroll processing and year-end W-2 and 1099 filings are bundled into the small-business engagement so the compliance calendar runs through one practitioner. Online appointments and Saturday intake accommodate clients who can't meet during weekday business windows. Liability and umbrella coverage for contractor and rental-property clients gets coordinated through Every Day Insurance Services, Inc. when a new property closes or a business adds a vehicle fleet. The most involved engagements pair a decedent's final 1040 with a Form 1041 estate income-tax return and a Form 706 estate-tax filing for beneficiaries managing multi-year probate.

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