David Albrecht

Assist clients with various compliance issues including incorrectly filed returns, non-filed returns, and employment tax issues
- Manage IRS audits and appeals representations which includes responding to Information Document Requests, Notices of Proposed Adjustments, and 30-day Letters
-Represent clients before the IRS, at various levels of their IRS controversy from examination through appeals and into post appeals mediation and arbitration.
-Prepare Protests to 30 Day Letters and represent clients at the Appeals level.
- Assist with implementing risk management systems to help clients comply with the reportable transaction rules of the IRS and other rules that govern activity in client’s tax functions
- Conduct IRS alternative dispute resolution procedures such as IRS Fast Track Settlement and Post Appeals Mediation.
- Develop and support risk assessments and implement appropriate tax procedures
Assist clients with voluntary disclosures to the IRS to correct compliance errors involving missed filings, withholding tax errors and other similar issues
Prepare penalty abatement request letters and in the execution of penalty abatement services in state and federal penalty cases

Develop, motivate and train staff team members

* Reduce the risks and costs of dealing with the IRS and State agencies
* Effectively manage and resolve controversy matters through all phases of controversy, including examination, appeals, and collection..
* Thorough understanding of all aspects of IRS and State practice and audit procedures.
* Consistent track record in reducing the risks and costs for the client in IRS and State audits, resulting in favorable and efficient resolution.

A project manager with a proven track record of successfully and aggressively defending clients in IRS Audits (Individual & Business) & Sales & Use Tax Audits

Manage the timely resolution of client related tax notices received from Federal, State and Local agencies

* Handled all state audit projects
* Handled all federal audit projects
* Developed and maintained relationships with clients
* Demonstrated excellent project management skills, inspired teamwork and responsibility, and used current technology and tools to enhance the effectiveness of deliverables and service.
* Informed Partners of all important developments; analyzed problems and recommended solutions.
* Involved in trade, industry & professional groups that provided professional growth and promotion of firm services.
* Displayed sales and communication skills to participate with Partners in prospecting opportunities.
* Performed penalty & interest calculations
* Developed effective speaking and presentation skills.

* Analyst specializing in project management
* Examined corporate & individual financial activities for tax and financial compliance.
* Conducted trend analysis, organized large quantities of intricate financial information condensing the data to draw accurate conclusions.
* Arranged complex financial spreadsheets & applied relational databases & statistical programs to secure accurate reporting, collecting and interpreting quantitative data.
* Performed speeches for the NY Society of CPAs on tax compliance & tax fraud.
* Conducted interviews with officers of business entities that have varying degrees of understanding.
* Elicited sensitive and financial information from clients who may attempt to withhold additional sources of income to ensure compliance with reporting and disclosure requirements.
* Skill in effectively and professionally communicating specialized information with customers.
* Knowledge of investigative techniques and procedures sufficient to extract information from a variety of sources and make a determination as to the appropriateness and quality of information