Deltrease Hart-Anderson, EA, is a lifelong learner and a voracious consumer of information. She takes full advantage of everything she is learning as a member in the VIP Insider’s Circle. Since becoming an enrolled agent in 2014, and even before earning her EA credential, Deltrease has made it her mission to learn how to best solve tax problems for her clients. “I have always been approached [with tax resolution questions] because I am a tax preparer and an accountant,” she says. “Now I’m an EA, and I have CPAs as well as unenrolled preparers asking me how to fix certain things.” When she first began doing tax resolution work, Deltrease said she needed to learn when to use the different types of resolution options and how to set appropriate expectations for her clients. “If someone had several years [of tax returns] to be filed, letting them know, hey, just because we filed the returns for you yesterday doesn’t mean we can resolve your case tomorrow or today,” she explains. “You have to wait on the IRS to process the returns.” Deltrease also stresses the importance of using systems to build a successful tax resolution practice. “Having engagement letters in place, having systems where [clients] can pay, I have a recurring billing system, so more client engagement and automation has helped me thus far,” she says. And Deltrease is careful to observe Michael Rozbruch’s No. 1 command: “I get my fee first DELTREASE HART-ANDERSON, EA SPOTLIGHT: MEMBER
Deltrease Hart-Anderson and her husband Andre Anderson.
upfront. I bill first, and I don’t start work until I get payment now, which was a problem for me in the past.” The more Deltrease learns about tax resolution, the more problems she puts in the past, both for herself and her clients. She is having great success with submitting properly structured installment agreements, putting taxpayers into uncollectible status, and receiving penalty abatements for her clients. In a recent case, she saved her client $8,000 because he had reported and paid taxes on 1099 income on his business return, but the IRS was seeking payment for the same income on his Form 1040. Originally from St. Matthews, a small town in South Carolina, Deltrease now owns and operates D Hart Accounting and Tax Services in West Columbia, South Carolina, which she describes as “still a small town, but much larger than St. Matthews.” She earned her undergraduate degree from South Carolina State University in Orangeburg, and a master’s in taxation from Strayer University. Deltrease and her husband of 11 years, André, enjoy traveling for pleasure and to visit family. And as a lifelong learner, she also enjoys attending tax and accounting conferences.
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