David Engel Email & Phone Number

Freehold Township, NJ, US

Greater New York City Area

Per diem CPA preparing complex tax returns and researching complex tax issues.

Wrote Alerts regarding federal and state developments in taxation. Wrote planning Alerts to assist tax practitioners in developing tax strategies for their clients.

Consultant who generally worked with large corporations including his former employer (AWT).

Performed a variety of sales tax related research projects for AT&T's tax department.

Responsible for state and local tax planning as well as handling audits and compliance matters. Reviewed all state income and franchise tax returns prepared for group. Reviewed accounting department's calculations of tax provisions and tax reserves. Reviewed contract terms on numerous projects to make sure that AWT would not have unexpected tax.

• Performed federal tax research, earnings & profits calculations and assisted with federal tax compliance. Reviewed tax packages for federal returns prepared by units.
• Filed abatement claims that were approved by the Massachusetts Appellate Tax Board that offset more than $540,000 of Massachusetts corporate excise tax assessments (including interest) against two AWT subsidiaries for.

• Performed sales tax research and was responsible for sales tax audits. Reviewed state income tax returns and developed numerous planning ideas and return filing strategies.
• Determined that an AWT subsidiary had improperly included "estimated recoveries" from a bonding company in taxable income when the bonding company disputed the subsidiary's claim. This finding increased federal income.

Prepared tax packages, sales tax returns and state and local income tax returns.

• Performed corporate income tax audits for Pennsylvania Department of Revenue on large multi-state taxpayers.
• Identified how Pennsylvania Department of Revenue could establish nexus on distributor of foreign automobiles.

Prepared financial statements and federal income tax returns for small and medium sized businesses.

M.S, Taxation, Taxation

Thesis discussed the annual accounting period. (Burnet v. Sanford & Brooks Co, (1931, S Ct) 9 AFTR 603 , 282 US 359)

Bs; Cpa, Business Administration

Education record