Summary
Overview
Work History
Education
Skills
Timeline
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Claudette Carlson

Florence,MT

Summary

Detail-Oriented Enrolled Agent with 4 years of experience in tax preparation for over 330 clients. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term relationships.

Overview

25
25
years of professional experience

Work History

Enrolled Agent

Tax Usa
02.2020 - 11.2023
  • Communicated with clients analyzing financial documents to accurately reflect client information on tax returns, providing guidance on financial decisions.
  • Prepared US, multistate , and international tax returns for personal and business clients in various industries according to government regulations and requirements.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Utilized Ultra Tax software to prepare returns and meet deadlines
  • Calculated estimated tax payments and did projections for clients.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.


Bookkeeper/Payroll Accountant

Tax Usa
02.2020 - 11.2023
  • Certified and processed payroll, completing deposits, performing pay adjustments and promptly distributing checks.
  • Prepared payroll tax documents and filed them with appropriate government agencies.
  • Maintained integrity of general ledger and chart of accounts.
  • Trained new employees on accounting principles and company procedures.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Administrator for Non-Profit

EWAM Garden Of One Thousand Buddhas
04.2017 - 02.2022
  • Utilized excellent skills communicating with the board of directors to explain projects, discuss budgets, and make presentations.
  • Filed all financial documents with respective agencies, executed payroll, filed payroll tax documents,.
  • Managed company schedule to coordinate calendar and arrange travel.
  • Studied processes, implemented cost reductions and developed reporting procedures to maintain administrative workflow

Grocery Store Manager

Bi-Lo Foods, Smiths, And Albertsons
12.1998 - 04.2017
  • Maintained positive customer relations by addressing problems head-on and implementing solutions.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Established team priorities, maintained schedules and monitored performance.
  • Worked in office with accounts payable and receivable, executed payroll.



Business Owner

Bitterroot Anglers
01.1999 - 05.2009
  • Set up initial office with QuickBooks for bookkeeping and payroll, prepared bank deposits and handled business sales, returns, and transaction reports.
  • Organized and attended trade shows and special events to attract new customers and procure new products.
  • Interacted well with customers to build connections and nurture relationships.
  • Trained new employees on proper protocols and customer service standards.

Education

Accounting

University of Montana
Missoula

Skills

  • Time Management, Tax Code Knowledge
  • Multi-State Tax Filing
  • Local, State and Federal Tax Returns
  • Year-End Tax Provision Proficiently
  • Payroll Familiarity, Corporate Tax Issues
  • QuickBooks Proficiency, Financial Statements
  • Tax Payment Estimations and Projections
  • Internal Revenue Service Correspondence
  • Trained in Tax Software
  • Valid PTIN, CAF number

Timeline

Enrolled Agent

Tax Usa
02.2020 - 11.2023

Bookkeeper/Payroll Accountant

Tax Usa
02.2020 - 11.2023

Administrator for Non-Profit

EWAM Garden Of One Thousand Buddhas
04.2017 - 02.2022

Business Owner

Bitterroot Anglers
01.1999 - 05.2009

Grocery Store Manager

Bi-Lo Foods, Smiths, And Albertsons
12.1998 - 04.2017

Accounting

University of Montana

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Claudette Carlson