Sonal Asthana

Enrolled Agent at Tax Preparer
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Hindi,English -
Skills

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Bio

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Nov, 2018
    - Oct, 2024

Experience

  • Tax Preparer
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Enrolled Agent
      • Sep 2022 - Present
  • Internal Revenue Service
    • United States
    • Government Administration
    • 700 & Above Employee
    • IRS VITA Volunteer
      • Jan 2017 - Present
  • Goulet, Salvidio & Associates
    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Jan 2022 - Sep 2022

      I am an Enrolled Agent registered with the IRS. I provide accounting assistance and tax preparation, advice, and planning to businesses and individuals in the Worcester area. I also represent taxpayers before the IRS, assisting with IRS notices and collection demands, and help taxpayers settle their tax debt. I am an Enrolled Agent registered with the IRS. I provide accounting assistance and tax preparation, advice, and planning to businesses and individuals in the Worcester area. I also represent taxpayers before the IRS, assisting with IRS notices and collection demands, and help taxpayers settle their tax debt.

  • H&R Block
    • Information Technology & Services
    • 1 - 100 Employee
    • Tax Advisor
      • Jan 2007 - Sep 2022

      • Prepared personal income taxes, taxes for small businesses, Non-Resident Returns, Multi-State returns and ITIN applications for over 260 clients, with 80% prior client retention.• Built strong relationships with existing and new customers resulting in 110.2% new client retention for the company.• Provided financial guidance on Retirement Planning and Tax savings • Handled IRS AUDIT issues and State Audit issues.• Conducted seminars to grow the client base for H&R Block and to promote the company products. • Helped clients save thousands of dollars on “Second Look” by correcting the returns & building a large client base for H&R Block, by aiming for client satisfaction. • Worked with other Tax Consultants as a team and also as an advisor for handling difficult situations and complicated filings for certain clients. Show less

    • IRS Enrolled Agent
      • Oct 2018 - Feb 2022

    • Master Tax Advisor
      • Oct 2018 - Feb 2022

    • Sr. QA Analyst
      • Aug 2018 - Feb 2022

    • Master Tax Advisor
      • Sep 2015 - Feb 2022

  • Constellation Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Taxes and Bookkeeping
      • Nov 2016 - Feb 2022

      Taxes and Money Management Taxes and Money Management

  • Matrix Financial, LLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Accountant
      • Jul 2021 - Sep 2021
  • Ingle & Associates, LLC
    • United States
    • Tax and Accounting
      • Nov 2015 - May 2016

      Individual and Corporate Income Tax and Accounting Individual and Corporate Income Tax and Accounting

Education

  • IRS
    Enrolled Agent, Taxes / Representation
  • Jaipuria Institute of Management
    Master of Business Administration (MBA), Finance and Financial Management Services
    1997 - 1999
  • Harvard University
    Financial Accounting, Corporate Finance Certificate
    2014 - 2015
  • Delhi University
    Bachelor of Commerce (B.Com.), Accounting and Finance
    1993 - 1996

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