THE CLOUGH TEAM

Meet the Clough Team - CARLA HOULE

Carla Houle

Accounting Services Manager

How did you get here?
I grew up in Mandan, ND and moved to the Twin Cities after graduating from high school. I started working at OCL in July 1990 as a receptionist. I attended Metropolitan State University and earned my Bachelor of Science degree in accounting while working full time at the firm. I have been with the firm for over 30 years now.

What do you do here?
I am responsible for the accounting services team of the firm, where I assist our small business clients with accounting setup, clean up, and automation, along with their tax preparation and payroll needs.

What do you do when you’re not here?
Outside of work I enjoy spending time with my husband and two kids. I love gardening and doing DIY projects in the summer and crocheting and traveling in the winter.

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Important New Information Regarding Your Online Portal

Your 2024 tax organizer will be sent out in mid-late January. If you have historically received your organizer on the portal, that is where it can be found this year as well.

Uploading Tax Documents:
All source documents should be attached to your electronic organizer under the Uploaded Tax Documents section. Instructions are below:

  1. Open your Tax Organizer
  2. Select Uploaded Tax Documents on the left-hand side
  3. Select the Upload icon along the top
  4. Upload files
  5. Select Start Upload
  6. If you are still expecting more documents or have not completed your organizer, you can hit Save & Close.
  7. Once all of your documents are uploaded and the organizer is completed, please his Send to Preparer. This can only be selected once, so please do not hit Send to Preparer until complete.

Please do not send individual tax documents directly to staff or partners unless requested.

Return Delivery:
Your 2024 tax returns will be delivered using the same method as last year, SafeSend Returns, and will no longer be delivered to your portal. Upon completion, you will receive a link in your email to access your return. As always, please download a copy of your tax return for your records.

SafeSend Exchange Notice

If you received your individual tax organizer electronically, please attach your source documents there instead of uploading them to SafeSend Exchange.

Due to the volume of documents received in our office, we ask that you wait to upload any individual source documents until you believe you have received all required documents needed to prepare your return.