David D. McDonald

Tax Advisor at MCDONALD AND SIMMONS, PC
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex, US
Languages
  • English Native or bilingual proficiency
  • Spanish - Central Americas Limited working proficiency

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Credentials

  • Certified Public Accountant
    Texas State Board of Public Accountancy
    Nov, 2013
    - Nov, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Advisor
      • Oct 2018 - Present

      Work to advise and comply with accounting policy at business and individual level. Work to advise and comply with accounting policy at business and individual level.

    • United States
    • 1 - 100 Employee
    • Tax Preparer
      • Feb 2020 - Jul 2020

      Inquire about taxable income and deductions, document response, and assemble return under review process. Special emphasis was for fiduciary, and pass through entity returns operating as investments. Use of ProSystemsfx as newly implemented system. Inquire about taxable income and deductions, document response, and assemble return under review process. Special emphasis was for fiduciary, and pass through entity returns operating as investments. Use of ProSystemsfx as newly implemented system.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Senior
      • Dec 2017 - Jul 2018

      Advise, prepare and manage trust and small business investment engagements Advise, prepare and manage trust and small business investment engagements

    • Income Tax Advisor
      • Feb 2007 - Dec 2017

Education

  • The University of Texas at Dallas - School of Management
    Bachelor of Science (BS), Accounting
    2008 - 2012

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