David Walquist, CPA/PFS, CVA, MAcc

Experience

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  The Church of Jesus Christ of Latter-day Saints

  Sept 2006 - Sept 2008

  Full Time Volunteer

  • Became proficient in reading, writing, and speaking Spanish• Oversaw the goals, progress, and training of other volunteers• Conducted, planned, and taught meetings for groups of other volunteers on ethics, effective communication, and teaching skills

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  Syringa Wireless, LLC

  Jan 2009 - Sept 2011

  Assistant Store Director

  • Generated over $90,000 in gross revenues, helping to increase store revenue by over 18 percent in 2011 • Employed advanced technical skills and quick thinking to troubleshoot and resolve customer phone issues• Designed and implemented a new Excel spreadsheet to improve scheduling efficiency for three retail stores• Trained, taught, and mentored other team members to improve sales team productivity

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  Dyno Nobel

  Sept 2011 - Dec 2011

  Tax Intern

  • Consistently prepared and filed over 45 state and local sales/use tax returns in a timely manner, meeting all required deadlines• Utilized advanced technical Excel skills and a sharp attention to detail to perform month and year-end Taxware/GL reconciliations• Assisted in meeting audit deadlines by collecting and systemizing required data for two state sales/use tax audits• Avoided the overpayment of sales/use tax by researching and analyzing sales/use tax inquires and issuing valid exemption certificates• Increased workload capacity of tax department through the creation of an Excel VBA macro to automate the preparation of Washington sales/use tax return Show less

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  Syringa Wireless, LLC

  Jan 2012 - Jun 2013

  Store Director

  • Prepared numerous state income tax returns for various private equity funds and investment partnerships without any formal training, demonstrating the ability to learn and apply new concepts quickly and efficiently• Exhibited superb attention to detail during the process of generating and reviewing investor K1 packages that were part of the final client deliverable• Gained requisite knowledge of how to use various tax preparation tools such as GoSystems, RPM and other internal firm software used to complete Federal & State tax compliance projects• Demonstrated effective time management skills by completing various projects prior to necessary deadlines within allotted time constraints dictated by the project budget Show less

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  PwC

  Jun 2013 - Aug 2013

  Tax Intern

  • Prepared numerous state income tax returns for various private equity funds and investment partnerships without any formal training, demonstrating the ability to learn and apply new concepts quickly and efficiently• Exhibited superb attention to detail during the process of generating and reviewing state investor K-1 packages that were part of the final client deliverable• Gained requisite knowledge of how to use various tax preparation tools such as GoSystems, RPM and other internal firm software used to complete Federal and State tax compliance projects• Demonstrated effective time management skills by completing multiple projects prior to necessary deadlines within allotted time constraints dictated by the project budget Show less

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  PwC

  Jun 2014 - Jan 2016

  Experienced Tax Associate

  • Developed an understanding of various complex issues related to U.S. tax compliance at the Federal, State and International levels as a part of the Financial Services Private Equity team• Prepared and reviewed Federal forms 1065 and 1120, along with the accompanying investor Schedule K-1s and all requisite footnotes using advanced tax preparation tools• Created supporting documentation for Federal partnership tax returns such as tax basis calculations, partnership allocation schedules, M-1 and M-3 reconciliations and the calculation of the partners' capital accounts• Learned how to effectively manage multiple projects at one time while meeting necessary time constraints and deadlines• Leveraged available firm resources and technology to better understand current trends and developments in the financial services sector to help identify and address needs in order to provide a better overall client experience and deliver a higher quality work product Show less

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  MVP CPAs

  Jan 2016 - now

  Partner | Certified Public Accountant | Certified Valuation Analyst

  • Prepared and reviewed Federal and State income tax returns which included Federal Forms 1040, 1065, 1120, 1120S & 1041 using Lacerte tax preparation software• Performed other types of engagements such as preparations, compilations and reviews of financial statements and other management advisory services• Supervised the work of other team members in the preparation of other recurring accounting services such as Payroll, Payroll Reports, Accounts Payable, Accounts Receivable and Financial Statement preparation• Helped small business clients to implement effective financial reporting using software such as Quickbooks or Xero to set up an accounting system• Served as a project team leader in the implementation of a document management system and paperless workflow to reduce operating expenses• Represented clients in negotiating and resolving disputes with both the Federal and State Tax authorities Show less

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  InvestiFI Wealth Management LLC

  Oct 2021 - now

  Founder | President