TaxConnections


David Gadberry

Tax manager

TaxBrainiaX, Inc.
Houston, Texas, USA

Corporation - Privately-Held

Professional Summary

Accomplished Tax Professional with extensive experience in taxation in the areas of individual, trust & estate, nonprofit, partnership, corporation, sales & use and payroll taxation. Also represented clients in audits with the Internal Revenue Service and California State Board of Equalization. Leadership spans public income tax preparation and nonprofit healthcare.

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Languages

  • English

Industry Experience

    • Income tax preparation
    • Tax Resolution
    • Accounting Firm
    • Hospital
    • Income Tax Preparation

Interests/Hobbies

  • Fishing
  • Gardening
  • Religious study

Social Media



Experience

TaxBrainiaX, Inc.
Houston, Texas, USA 77077
Tax manager
Corporation - Privately-Held
2012 - Present
TaxBrainiaX staff has more than 50 years of combined experience in the tax industry helping individuals and businesses of all sizes prepare their taxes, manage their tax resolution, and plan for the future. Our friendly service makes the process less stressful and easier to understand, and our experience and knowledge ensure that we are always up to date on the latest changes to tax laws and IRS regulations. Our rates are competitive and clearly defined, so you won’t pay for more than you really need. Call today for a FREE consultation!
Our Services include:
• Federal and State Tax Preparation
• Wage Garnishment Releases
• Removal/Withdrawal of Federal Tax Liens
• Installment Agreements
• Settlement of Back Taxes
• Trust Fund Recovery Penalties
• Offers in Compromise
• IRS Appeals
• Revenue Officer Services
• Small Business Services:
Bookkeeping
Payroll Tax Returns
Sales Tax Returns
Forms W-2 & 1099 preparation
TaxMasters, Inc.
Houston, Texas, USA 77024
Tax Director
Tax Advisory Firm
2009 - 2012
• March 2010 - April 2012 - Promoted to Tax Director
Responsible for the operation of the Tax Preparation Department. Supervised the department of 40 to 50 employees.
• October 2009 - March 2010 - Promoted to Assistant Director of Tax Training
Responsible for training classes for the tax prep staff. Conducted classes in Beginning Individual Income Tax, Intermediate Individual Income Tax and Business Income Tax, twice a week. Assisted the Director in the supervision of the Tax Department.
• April 2009 - October 2009 - Review Supervisor
Responsible for reviewing tax returns prepared by the tax preparers. Supervised a staff of three.
EXL (Formerly Outsource Partners International)
Houston, Texas, USA 77007
Trust Supervisor
Tax Advisory Firm
2008 - 2009
Prepared cemetery and funeral home annual reports for OPI’s client Service Corporation International.

Conklin Hruzek & Co.
Houston, Texas, USA 77002
Tax Manager
Public Accounting Firm - Regional
2007 - 2007
Prepared tax returns for the firm’s clients. Also, reviewed tax returns prepared by the staff accountants.
Fiducial
Houston, Texas, USA 77079
Sr. Business Advisor
Corporation - Publicly-Held
2006 - 2007
• May 2006 - Jan 2007 - Promoted to Senior Business Advisor
Supervised the Houston office of an International bookkeeping and tax company. Responsible for the office of 4 employees who were responsible for bookkeeping and tax services for 100 small business clients.
• March 2006 - May 2006 - Business Advisor
Prepared tax returns and provided financial advice for 50 small business clients.
City of Hope
Duarte, California, USA 91010
Tax Director
Non-Profit
1987 - 2005
•February 1992 - November 2005 - Promoted to Tax Director
Responsible for a staff of 4, preparing exempt organization returns, Charitable Remainder Trust returns, fundraising licenses.and sales & use tax returns. I was also the point person for sales & use tax audits with the California Board of Equalization
• Feb 1989 - February 1992 - Promoted to Tax Manager
Responsible for a staff of 2, preparing exempt organization returns, Charitable remainder Trust returns and tax accounting for the trusts.
• Sept 1987 - Feb 1989 - Tax Accountant
Responsible for a staff of one. Prepared tax-exempt organization returns and Charitable remainder Trust returns. I was also responsible for organizing the department from scratch. I wrote all the department policies and procedures and hired all the staff.
H & R Block
Olympia, Washington, USA 98321
District Manager
Corporation - Publicly-Held
1979 - 1981
• Responsible for the operation of the Southwestern Washington District. Supervised total staff of 70-80 employees, including tax preparers, reviewers, back office staff, receptionists and office managers.
• I was hired after the company created new positions for District Managers. I was responsible for setting up the District Office and hiring the staff for the district.
• During my first year, I increased number of returns prepared and gross income by 10%
• I was responsible for organizing tax classes to the public during the off-season.
• I attended all IRS audits for clients.

Education

BS, Math/Accounting 1969
Indiana State University
Terre Haute, Indiana, United States
Degree in Secondary Education with a major in Mathematics and a minor in Accounting.
Teaching Credential, Accounting 1974
California State University Northridge
Northridge, California, United States

Professional Certifications

Enrolled Agent (EA)
Active
1984

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