Team TaxMama®
All of your instructors are Enrolled Agents who’ve passed the EA Exam – they know what you’re going through. Most have Master’s Degrees and lots of other experience and training in various areas of taxation. All have had teaching or training experience. We’ve all been practicing longer than we’d care to admit.
Ish Dalal, MS, EA
Teaching in Parts 1, 2 & 3
While Ish’s roots are in Computer Science/EE, his true calling emerged after he began delving deep into complex international tax issues. At the end, he thought, why not make his love of taxation official?
But it was January 2018, and major changes to the EA exam were imminent. With his family’s support, Ish prepared for and passed all three EA exams (with all ‘3/3’s) in February 2018.
With newfound exuberance, Ish immediately hurtled into TaxMama’s Free Forum, answering questions guerilla-style — and annoying Eva (TaxMama)! That’s how they became acquainted. Eva quickly thought it best to co-opt Ish’s enthusiasm into something more productive–and they began collaborating to improve the EA course.
In a previous life, Ish detoured into academia, serving as an adjunct professor and hoping to join its ranks. Eva wanted to him to teach for her EA course since they first met.
Ish lives in Northern California and maintains a small boutique tax practice focusing on clients with international/foreign aspects.
Susan Holtgrefe, EA
Teaching in Parts 1, 2, 3 and WISP
Susan is a TaxMama® Graduate, VITA instructor/coordinator, Certifying Acceptance Agent, owner of Year-Round Mobile Tax Service, LLC.
Susan is a former Captain for the U.S. Air Force, and a University of Oklahoma graduate with a B.S. in Meteorology.
More importantly, Susan is a wife and a ‘stay at home’ mom who is constantly on the go for her four redheaded children.
A true tax nerd; Susan discovered she enjoyed doing taxes in high school when she was required to file the 1040 long form because of her Alaska Permanent Fund income.
Years later, after her youngest daughter started kindergarten, Susan volunteered for to work with VITA. Now she is helping others to pass the difficult Special Enrollment Exams, training VITA volunteers to gain their certification, helping taxpayers file their tax returns at VITA locations, and growing her own tax business.
Currently she is pursuing the NAEA’s National Tax Practice Institute (NTPI) Fellow program.
Susan resides in northwest Pennsylvania and holds an Orange Belt in Combat Hapkido.
Stephanie Battaglia, MBA, EA
Teaching in Part 2, Reviewing all Parts & Mentor Extraordinaire
Stephanie graduated from our class and showed an impressive skill in mentoring her study buddy team to pass the exam.
She has been working with Intuit & Turbo Tax Live as a tax expert and manager.
With an impressive background in Price Waterhouse Coopers (PwC) and Coldwell Banker Real Estate, Susan has built successful, award-winning teams.
She has used her skills to build her own tax practice
Eva Rosenberg, MBA, EA
Founder (TaxMama) [1953-2023]
Eva revived and restructured the EA Exam Review course at UCLA Extension, then taught it through Eva’s Tax Class for several years.
Eva earned an BA in accounting and MBA in International Business, Eva was trained in national and (then) Big-8 CPA firms, and has been in private practice for decades.
Publisher of one of the most popular and accessible tax websites – TaxMama.com – Eva and Team TaxMama® have answered thousands of questions for taxpayers over the years – as a free community service.
Eva trouble-shot businesses and represented taxpayers at audits and with collections issues for decades. She was the go-to girl for tax pros who couldn’t resolve audit or collections problems, finding quick and equitable solutions.
Author of best-selling books and hundreds of articles, Eva wrote a nationally syndicated tax column for Dow Jones’ MarketWatch for nearly 15 years.
Eva passed away in August 2023 after a brief illness. Her proteges Susan, Ish and Stephanie — Team TaxMama — successfully taught Part 3 of the course as well as redid Parts 1 & 2 in Winter 2023. Team TaxMama is committed to continuing TaxMama’s EA Course in the TaxMama spirit in honor of her legacy.
Note: We reserve the right to add or change instructors as needed to accommodate schedules and subjects.