Enrolled agents (EAs) are America’s Tax Experts. EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS.
Enrolled Agents (EAs) are tax practitioners with technical expertise in taxation and are fully authorized to represent taxpayers before all administrative levels of Internal Revenue Service the (IRS) including audits, collections and appeals. All enrolled agents must pass an exam to use this designation and must also update their skills every year.
There are many issues that can arise between taxpayers and the IRS. If you are facing an audit, lien, or wage garnishment your future and reputation are at stake and you should take immediate action. But going it alone can be a time-consuming nightmare and sometimes result in a worse outcome. Our associates are uniquely qualified to resolve your tax problems and represent your best interests before the IRS and other tax authorities.
Katherine (Katie) Gudgel, E.A., Ph.D.
Katie grew up in Tempe, AZ and went to the University of Arizona where she received a B.S. in Physics and M.S. and Ph.D. in Materials Science and Engineering.
When she moved to Germany in 2001, Katie worked as a scientist, but soon became interested in the business side of product development and how to help businesses become more profitable. In Chicagoland, she earned a degree in accounting and qualified to take the CPA exam.
While in school, Katie gained practical experience preparing taxes by volunteering with Ladder Up’s VITA program (Volunteer Income Tax Assistance). With this program, she progressed from volunteer preparer, to qualify reviewer, to site leader, to lead trainer.
Katie has been in the business of preparing taxes since 2011. As an Enrolled Agent (EA), Katie is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels – examination, collection, and appeals – of the Internal Revenue Service.
Continuing Education and Community Involvement
Katie is dedicated to continuing her education and assisting other financial professionals knowledgeable about the latest tax and financial technology developments. In 2020, Katie was elected to the AZ NATP board and has led several webinars on Arizona tax laws, changes, and updates. She is also active in the local AADMM regional group and is the coordinator for local speakers as well as presenting on topics like record retention and Managing Money as You Age. In addition, Katie has been invited to speak at several local AZ groups including PASRS and senior living communities.
As an Enrolled Agent, Katie is required to obtaining at least 72 hours of continuing education every three years. Of that at least 2 hours each year must be ethics. The National Association of Enrolled Agents (NAEA) requires its members to obtain at least 30 hours per year (90 hours every three years). Between 2018 and 2020, Katie attended over 150 hours of education qualifying for IRS credits and many more hours related to Arizona, Practice Management, and other topics related to Daily Money Management. Some of the classes she took include:
- COVID19 Update – What We Know Now
- Fiduciary Income Tax Returns
- Charitable Contributions
- How SECURE is Your Retirement
- Tax Rules of Lump Sum Social Security Benefits
- RMB RBD QCD QLAC and More – the Alphabet Soup of Retirement Income Planning
- and much much more!