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
Missoula, MT
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
Missoula, MT
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
Arlee, MT
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
Missoula, MT
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
Stevensville And Hamilton, MT
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
MissoulaSkills
- 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