Devin Neitzel, Cpa Email & Phone Number

Des Moines Metropolitan Area

Specialization in Wealth Transition Services (Estate, Trust, and Gift Taxation)

Cedar Falls, Iowa, United States

Under direction of Professor Lisa Williams, PhD, EA, assisted and performed research relating to individual and corporate tax, including: - The CARES Act and CAA's impact on charitable contribution rates- Unrecognized Tax Benefit (UTB) implications on earnings persistence and quality of earnings

Des Moines, Iowa, United States

- Observed, inspected, inquired, and reperformed control activities and substantive procedures for organizations in industries including manufacturers, financial institutions, healthcare, and nonprofit 501(c)(3) to assist in the completion of financial statement, integrated control over financial reporting, and compliance audits as well as performed review functions for public entities.- Actively participated in client and engagement team interactions, including properly conveying… Show more - Observed, inspected, inquired, and reperformed control activities and substantive procedures for organizations in industries including manufacturers, financial institutions, healthcare, and nonprofit 501(c)(3) to assist in the completion of financial statement, integrated control over financial reporting, and compliance audits as well as performed review functions for public entities.- Actively participated in client and engagement team interactions, including properly conveying information gathered during control walkthroughs and communicating directly with client contacts regarding outstanding documentation.- Collaborated with a multidisciplinary team to achieve a thorough understanding of new technologies, financial reporting, technical accounting and auditing standards, and the necessary business skills to provide value-added services to clients. Show less

Des Moines, Iowa, United States

- Utilizing CCH ProSystem fx Suite, directly prepared (non-signer) over 250 tax returns including Forms 1040, 1041, 1065, and 1120S with a specialization in preparing individual tax forms.- Prepared resident, part-year resident, and nonresident individual tax returns for numerous states, with a focus on Iowa and Minnesota state tax returns.- Effectively communicated between interviewers, preparers, reviewers, signers, and the CRE in order to accurately understand and prepare… Show more - Utilizing CCH ProSystem fx Suite, directly prepared (non-signer) over 250 tax returns including Forms 1040, 1041, 1065, and 1120S with a specialization in preparing individual tax forms.- Prepared resident, part-year resident, and nonresident individual tax returns for numerous states, with a focus on Iowa and Minnesota state tax returns.- Effectively communicated between interviewers, preparers, reviewers, signers, and the CRE in order to accurately understand and prepare clients’ tax return as well as understand other business or personal needs that could result in an expansion of services offered to the clients, such as consulting opportunities, tax planning, or wealth transition services.- Developed a stronger understanding of tax compliance knowledge through the use of mentors, Thomson Reuters Checkpoint, and extensive reading of the IRC in order to problem solve and explore different treatments of items found on a tax return, including cryptocurrencies, §1031 exchanges, and other complex tax topics. Show less

Waterloo, Iowa, United States

- Directly prepared (non-signer) over 185 Individual 1040’s and related forms for individuals with varying tax situations through the Drake Software’s tax preparation platform.- Facilitated communication between licensed financial advisors and on-site CPA and PTIN holders to ensure the awareness of tax situations and that liability reduction techniques were utilized.- Maintained necessary files and information within a secure file information system to utilize documentation from… Show more - Directly prepared (non-signer) over 185 Individual 1040’s and related forms for individuals with varying tax situations through the Drake Software’s tax preparation platform.- Facilitated communication between licensed financial advisors and on-site CPA and PTIN holders to ensure the awareness of tax situations and that liability reduction techniques were utilized.- Maintained necessary files and information within a secure file information system to utilize documentation from current and prior years for future use in regards to the understanding of each individual client’s individual tax situation.- Performed general and administrative tasks including scanning clientele tax documents, printing necessary documentation and tax returns, answering client phone calls and emails regarding services and statuses, and gathering information necessary for client-preparer meetings. Show less

West Des Moines, Iowa, United States

- Engaged and provided exceptional customer service experience as well as utilized the ARC advanced selling skill and industry-specific knowledge to meet customer needs.- Applied technological skills, such as producing work orders, invoicing, and operations management to access information and operate necessary programs to complete daily responsibilities.- Assisted in the operation of Print and Copy Services to complete all customer print orders correctly and within the quoted… Show more - Engaged and provided exceptional customer service experience as well as utilized the ARC advanced selling skill and industry-specific knowledge to meet customer needs.- Applied technological skills, such as producing work orders, invoicing, and operations management to access information and operate necessary programs to complete daily responsibilities.- Assisted in the operation of Print and Copy Services to complete all customer print orders correctly and within the quoted timeline, as well as assist in graphically designing products, answering customer concerns and needs, and providing solutions for unusual orders.- Supported Logistics Manager with the implementation of more efficient methods of inventory management, in which inventory was properly adjusted in or out, scanned into a barcode location, and organized based on sales reports. Show less

Certificate In Financial Planning

Courses Completed: - Intro to Financial Planning - Insurance Planning - Investment Planning - Income Tax Planning - Retirement Planning.

Master Of Accounting, 3.90

Activities and Societies: Graduate Assistant, Graduate Research, Accounting Club

Bachelor Of Arts - Ba, Accounting, 3.80

Activities and Societies: Accounting Club; UNI Jazz 2 (2019/2020)

General Studies, 4.0

Activities and Societies: Dean’s List 2016-2019 30 credit hours

High School Diploma, General Studies, 4.0

Waukee Jazz One: -Downbeat High School Jazz Ensemble of the Year (2018/2019) -Iowa All-State 4A Jazz Band, Lead Tenor Saxophone (2019).