THE CLOUGH TEAM

Meet the Clough Team - KRISTEN ELMORE

Kristen Elmore

Office Manager

How did you get here?
I grew up in Golden Valley, MN and attended Lowthian College in Minneapolis, MN where I studied fashion merchandising. I spent 16 years working as an executive administrator in the financial industry, followed by 11 years at home raising my family, prior to joining Clough in 2010.

What do you do here?
I am part of the firm’s management team as the office manager. My responsibilities encompass many aspects of our business which ensure smooth and accurate operations of our office. This includes AR/AP, human resources, technology planning & implementation, project management, and firm marketing. I coordinate timely and accurate delivery of projects to clients, and electronically file tax returns.

What do you do when you’re not here?
When I’m not at work, I enjoy spending time with my family and am an active community volunteer. I also like attending concerts and sporting events, reading, going for walks, and spending time on the lake.

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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.