Tax Associate
CurrentSpecialization in Wealth Transition Services (Estate, Trust, and Gift Taxation)
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@eidebailly.com
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Devin Neitzel, Cpa is listed as Tax Associate at Eide Bailly LLP at Eide Bailly LLP, a company with 2254 employees, based in West Des Moines, Iowa, United States. AeroLeads shows a work email signal at eidebailly.com and a matched LinkedIn profile for Devin Neitzel, Cpa.
Devin Neitzel, Cpa previously worked as Tax Associate at Eide Bailly Llp and Campus Ambassador at Eide Bailly Llp. Devin Neitzel, Cpa holds Certificate In Financial Planning from Northwestern University.
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Tax Associate with Eide Bailly LLP in the Des Moines, Iowa office.Candidate for CFP® Certification -• Education: Completed• Exam: Passed ✅• Ethics: In progress• Experience: In progressInterests: Tax law, business regulatory environment, financial planningClifton Strengths: Input, Responsibility, Individualization, Achiever, Discipline
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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.
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.
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.
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..
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Mark Gegax
Colleague at Eide Bailly Llp
Seattle, Washington, United States, United States
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JG
Jessica Gropel
Colleague at Eide Bailly Llp
Mankato, Minnesota, United States, United States
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Cory Nielson
Colleague at Eide Bailly Llp
Salt Lake City, Utah, United States, United States
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JB
Jared Bienemann
Colleague at Eide Bailly Llp
Aliso Viejo, California, United States, United States
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JP
Janene Pryor
Colleague at Eide Bailly Llp
Denver Metropolitan Area, United States
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JM
Jane Mccabe
Colleague at Eide Bailly Llp
Greater Phoenix Area, United States
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Nathan Schroeder
Colleague at Eide Bailly Llp
Sioux Falls, South Dakota, United States, United States
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GF
Grace Feuerstein
Colleague at Eide Bailly Llp
Billings, Montana, United States, United States
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TJ
Tatiana Jefferis
Colleague at Eide Bailly Llp
San Francisco Bay Area, United States
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KS
Krista Steedly, Cpa
Colleague at Eide Bailly Llp
Akron, Ohio, United States, United States
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Courses Completed: - Intro to Financial Planning - Insurance Planning - Investment Planning - Income Tax Planning - Retirement Planning.
Activities and Societies: Graduate Assistant, Graduate Research, Accounting Club
Activities and Societies: Accounting Club; UNI Jazz 2 (2019/2020)
Activities and Societies: Dean’s List 2016-2019 30 credit hours
Waukee Jazz One: -Downbeat High School Jazz Ensemble of the Year (2018/2019) -Iowa All-State 4A Jazz Band, Lead Tenor Saxophone (2019).
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Devin Neitzel, Cpa works for Eide Bailly LLP.
Devin Neitzel, Cpa is listed as Tax Associate at Eide Bailly LLP at Eide Bailly LLP.
AeroLeads has found 1 work email signal at @eidebailly.com for Devin Neitzel, Cpa at Eide Bailly LLP.
Devin Neitzel, Cpa is based in West Des Moines, Iowa, United States while working with Eide Bailly LLP.
Devin Neitzel, Cpa has worked for Eide Bailly Llp, University Of Northern Iowa - College Of Business, Kpmg, Financial Resource Advisors, and Officemax.
Devin Neitzel, Cpa's colleagues at Eide Bailly LLP include Mark Gegax, Jessica Gropel, Cory Nielson, Jared Bienemann, and Janene Pryor.
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Devin Neitzel, Cpa holds Certificate In Financial Planning from Northwestern University.
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