David Sanchez, Cpa Email & Phone Number

Boston, Massachusetts, United States

Responsible for multiple tax assignments across a variety of middle market private companies, including real estate, professional services, manufacturers, and life sciences. Responsible for the preparation and oversight of complex federal and state returns for corporations and partnerships. Meet with clients to obtain information prior to completing projects and meeting critical deadlines. Identify and present additional tax services to develop new business. Review financial statements prepared in accordance with GAAP to identify book-to-tax differences. Use problem-solving skills to identify tax issues and opportunities and work directly with clients to provide practical solutions and recommendations. Prepare and review sale transaction calculations and provide recommendations to maximize after-tax cash. Manage and mentor staff in order to maximize productivity and progress within time constraints. Continuously engage in professional development opportunities to stay current on key legislative, regulatory, and/or tax litigation issues

Prepared and reviewed federal, state, and local tax extensions and returns for individuals, corporations and partnerships covering various industries. Performed multi-state apportionment of income calculations for partnerships and corporations. Prepared and supervised quarterly estimates for pass-through entities and large corporations. Assisted with merger and acquisition strategies to provide the most tax efficient structure. Experience with partnership capital account maintenance under IRC Sec 704(b) including IRC Sec 704(c) allocations and basis adjustments under IRC Sec 754. Performed year-end tax planning to identify expected tax liability and provide recommendations to minimize liability.

Prepared federal and multi-state individual, corporation, partnership, not-for-profit, estate and trust returns. Prepared high-quality tax workpapers to support filed tax returns. Prepared computations of taxable income for quarterly estimates and extensions to compute taxes owed according to prescribed rates, laws and regulations using tax software. Assisted in year-end planning to minimize tax exposure and or liabilities. Performed tax research within the areas of tax law and regulations to provide recommendations to client specific tax issues.

Master Of Science In Taxation - Mst

Northeastern University is a private research university in Boston, Massachusetts. Established in 1898, the university offers.

Bachelor’S Degree, Accounting

Texas Tech University is a public research university in Lubbock, Texas. Established on February 10, 1923, and called until 1969 Texas.