Employee: Charli Stender
Position: Tax Supervisor
Years with firm: <1 year
Q: It’s assumed that tax work slows down in the summer, but that’s not necessarily the case! What does a typical summer work day look like for you?
A: In the tax world, the fun never stops! Throughout the summer, we remain busy completing extended individual and business tax returns, returns for entities with different fiscal years, as well as non-profit and estate returns. Quarterly payroll reports are due in July, as are various state sales and franchise tax returns. In addition, IRS notices start flowing steadily in the summer; correspondence with them is always a high priority to ensure that all issues are resolved as quickly as possible. We also meet with clients to discuss current and future year tax planning and prepare estimates for clients that have significant life changes (sale of business or large asset(s), change in job, retirement, new family dynamics, etc). While we do scale back the number of hours we work during the summer, there is never a fear of becoming bored.
Q: What can new tax clients to the firm expect when they are onboarded?
A: When working with new clients, the first step is getting to know them, and if applicable, their business(es). We like to meet, whether it be in person, virtually, or telephonically, so that we can develop a relationship and ensure that we understand their specific situation and needs. We typically review their tax documents and prior year return(s) and discuss any major changes that may have occurred over the past year. It is important that we are aware of and understand any anomalies or unusual circumstances that will need to be incorporated into the return. Other topics about which we like to confer are planning considerations for the upcoming year and the client’s long-term goals. Each client is unique, and establishing an understanding of who they are and what their needs are is paramount to providing them with the high level of service for which Altrogco is known.
Q: You’ve been a part of the firm’s Wellness Work Group this year. What are your favorite “healthy” activities outside of the office?
A: The endless opportunities for adventuring in Alaska are a big part of what drew us back to this amazing place. Hiking, kayaking, running, and skiing (especially downhill) are at the top of my “favorites” list; however, any time I can be outside playing makes for a good day in my book.