Carol E Foster, MSA, EA
2105 Highpoint Dr., Apt 109
Corona, CA 92879
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Nov 2014 to Present
Accounting
by Carol Corona, CA
Virtual Tax Accountant
Enrolled Agent #129272 (November 2017), PTIN #P- (October 2009)
Tax Preparation experience since 2009
Exercise Drake Software to E-file, research and/or plan for individual, Sole Proprietor, Limited Liability and S-Corporation both Federal and State tax return
Zoom.com video conferencing to meet with clients
Acrobat Reader DC for document exchange
Fantastic Customer Service and attention to detail
By means of QuickBooks Online or (QBO) the Accountant’s version and as a certified ProAdvisor I support and/or assist a client with:
a conversion from their current accounting software system to one of three QBO subscriptions
the initial set-up of QBO’s data base to work as optimum as possible
utilizing all QBO tools, features and perhaps incorporate necessary apps
understanding special transactions that could involve bartering, banking feed and etcetera
reconciling the Balance Sheet, bank and credit card accounts
review payroll, send and receive invoices, record customer billing and payments, record vendor customer billing and payments, provide cash flow estimates
running a summary or detailed financial report
Zoom.com video conferencing to meet face-to-face
Hubdoc.com for secure and encrypted documents exchange
Education
November 2014
Master of Science Accounting/Taxation
Southern New Hampshire University, Manchester, NH
December 2012
Bachelor of Arts in Administration/Accounting
California State University of San Bernardino, CA
Professional Affiliations
National Association of Enrolled Agents (NAEA)
California Society of Enrolled Agents (CSEA)
Software/App Proficiency
Drake Tax Software, QuickBooks On-line, Microsoft Office Suite, Acrobat Reader DC, Zoom, Hubdoc
On-line
Presents
Accounting by Carol: https://accountingbycarol.com/
QuickBooks Online: https://proadvisor.intuit.com/app/accountant/search?searchId=Accountingbycarol
LinkedIn: www.linkedin.com/in/carol-foster-msa-ea-
Thumbtack: www.thumbtack.com/biz/accounting-by-carol-1
