David Stober, Cfp®, Cpa Email & Phone Number

Kansas City, MO, US

• As a financial advisor at Kansas City Private Wealth Management I provide proactive advice, educate our clients on becoming financially efficient, and work in all areas of financial planning.My responsibilities include.
• Financial Planning
• Tax Planning
• Retirement Planning
• Trust Accounts
• Estate Plan Review

• As a tax associate at Miller Haviland Ketter PC, PA I provide professional tax and accounting services for individuals, trusts, and business clients.My responsibilities include:
• Income Tax Preparation
• Audit Support
• Bank Reconciliations
• Financial Statement Preparation
• Pro Forma Budgeting and Forecasting

As a tax intern at Miller Haviland Ketter PC, PA I support professional tax preparers and completed financial and accounting responsibilities including preparation of federal and state tax filings for individuals, companies, and trusts. Preparation of form 1099s for companies, compilation preparation, and audit testing procedures.

Cleveland, Ohio, US

As a audit and tax intern with CBIZ MHM I execute audit testing for clients including Cash, Accounts Receivable, Inventory, Accounts Payable, Revenue, Expenses, and Journal Entries. Prepare personal tax and business tax returns.

Cleveland, Ohio, US

As a business technology risk services intern with CBIZ I assist with internal audit compliance reports. Instigate controls testing over internal controls over financial reporting (SOC 1). Employ system and organizational controls testing relevant to security, availability, and processing integrity of user systems (SOC 2). Generate review for statements of.

Master Of Business Administration (Mba)

Accounting