Summary
Overview
Work History
Education
Skills
Timeline
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CLAUDETTE CARLSON-DECKER

Florence,MT

Summary

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

Overview

4
4
years of professional experience

Work History

Enrolled Agent

Tax Usa
02.2020 - Current
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Prepared tax returns for 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 tax software to prepare returns and meet deadlines.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Calculated estimated tax payments for clients.
  • Responded to inquiries from IRS and other tax authorities.
  • Prepared US, multistate, and international tax returns for business clients.

Bookkeeper/Payroll Accountant

Tax Usa
02.2020 - Current
  • Delivered human resources financial support by certifying and processing payroll, completing deposits, performing pay adjustments and promptly distributing checks.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Maintained integrity of general ledger and chart of accounts.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • 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.
  • 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.
  • Identified legal tax savings and recommended ways to improve profits.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.

Education

Accounting

The University of Montana
Missoula, MT

Skills

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

Timeline

Enrolled Agent

Tax Usa
02.2020 - Current

Bookkeeper/Payroll Accountant

Tax Usa
02.2020 - Current

Accounting

The University of Montana

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CLAUDETTE CARLSON-DECKER