Our People
Squire draws top talent from all over the country—but we’re committed to Utah and the companies that make it one of the most vibrant economies in the nation.
Our People
Squire draws top talent from all over the country—but we’re committed to Utah and the companies that make it one of the most vibrant economies in the nation.
All Departments
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Jenny Alama
Human Resources Specialist
Area of Focus: HR Specialist
Profile:
- Joined Squire & Company, PC in February 2011
- Experience in administration assisting, office management and event planning
- Hobbies include traveling (especially to new places), dancing, hiking, and dreaming of being domestic and crafty some day
Education and Certifications:
- B.S. Business Management, Utah Valley University
Affiliations:
- Utah Valley Entrepreneurial Forum
Administrative
801.225.6900801-494-6017jennya@squire.com -
Brandon Allfrey
Partner, Tax department
Brandon joined Squire in 2002 after earning a Bachelor’s degree from Brigham Young University and Master’s degree from the University of Utah. He is a Certified Public Accountant and holds a Global Chartered Management Accountant designation from the AICPA. Brandon’s focus includes individual and business tax planning, consulting, and compliance for business owners and closely-held companies.
Brandon is a graduate of the American Institute of Certified Public Accountant’s Leadership Academy and currently serves as an AICPA Council Member representing Utah, where he is a member of the Board of Directors at the Utah Association of Certified Public Accountants. He recently concluded an assignment on the AICPA Tax Practice Management Committee. He is a frequent presenter for the AICPA and UACPA on the latest tax issues and tax practice operations.
When Brandon is not helping his clients, he loves to spend his spare time with his family, playing and watching sports, camping, and trying to learn new things.
Tax
Partners
801.225.6900801-494-6073brandona@squire.com -
Ashley Allred
Senior, Payroll & Accounting department, Technology & Business Advisory department
Area of Focus: Outsourced Advisory and Accounting Services, 1099 Filings, QuickBooks and QuickBooks Online, NetSuite
Industry Specialties: Direct Selling and Consumer Products
Profile:
- Joined Squire & Company in 2018
Education and Certifications:
- BA; Northwest University
- MAcc; Utah Valley University
- QuickBooks ProAdvisor, Desktop and Online
About:
Ashley enjoys volleyball, hiking, traveling and all sporting events.
Payroll & Accounting
Technology & Business Advisory
801.225.6900801-228-2055ashleya@squire.com -
Julie Anderson
Investment Advisor Representative, Affiliate Squire Wealth Advisors Manager, Wealth Management department, Tax department
Area of Focus: Taxation and Investments
Profile:
- Experience in national and local accounting firms
- Joined Squire & Company, PC in January 2004
Education and Certifications:
- Certified Public Accountant
- Investment Advisor Representative
- MAcc, Brigham Young University
- B.S., Brigham Young University
Tax
Wealth Management
801.225.6900801-494-6050juliea@squire.com -
Alexis Andrews
Administrative Assistant, Tax department
Area of Focus: Administrative Assistant to the Tax Department
Profile:
- Joined Squire & Company November, 2017
- Enjoys watching Cleveland Sports, playing games, and spending time in the sun.
Education and Certifications:
- B.S., Brigham Young University- Idaho
Administrative
Tax
801.225.6900801-494-6060alexisg@squire.com -
Marc Andrus
Partner, Technology & Business Advisory department
Area of Focus: Quickbooks (Pro, Premire, Enterprise & Online), Controller Outsourcing, Business Advisory
Industry Specialties: Direct Selling, Software as a Service
Profile:
Marc joined Squire in October of 2013, with about 6 years of Controller level experience in the Direct Selling industry. He serves as one of Squire’s outsourced CFO/Controllers, focusing primarily on helping companies in the Direct Selling space. He especially enjoys helping new startup businesses get their accounting departments structured and giving them the tools they need to succeed.
Marc graduated from Brigham Young University in 2002 with a degree in Business Management with an emphasis on Information Systems. He also has bachelor’s degree in Accounting from Utah Valley University. He is a certified Pro Advisor in both Quickbooks Desktop and Quickbooks Online.
Education and Certifications:
- BS in Accounting from Utah Valley University
- BS in Business Management/Information Systems from Brigham Young University
Technology & Business Advisory
Partners
801.225.6900801-494-6079marca@squire.com -
Dave Archibald
Partner, Technology & Business Advisory department
Area of Focus: Information Systems and Microsoft Dynamics GP
Industry Specialties: Direct Selling
Profile:
- Served as a controller for a local security company
- Joined Squire & Company, PC in 2005
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified for Microsoft Dynamics GP
- Certified for Microsoft SQL Server
- Certified for Scribe Software
- Certified Public Accountant
Technology & Business Advisory
Partners
801.225.6900801-494-6025davida@squire.com -
Kara Arnold
Senior, Tax department
Tax
801.225.6900801-228-2079karaa@squire.com -
Travis Arnold
Supervisor, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900travisa@squire.com -
Dwayne Asay
Partner, Wealth Management department
Area of Focus: Wealth Accumulation and Management
Profile: Dwayne concentrates his efforts and extensive knowledge on getting clients to, and maintaining, financial independence.
- Joined Squire & Company, PC in 1997
- Has significant background in tax, audit, and business operations
- Worked for McGladrey & Pullen, LLC, in Las Vegas, out of college
- Served as controller in private industry for a software company
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Affiliations:
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member
Wealth Management
Partners
801.225.6900801-494-6039dwaynea@squire.com -
Tamar Ashner
Administrative Assistant, Tax Department
Area of Focus: Administrative
Industry Specialties: Administrative Assistance-Tax Department
Profile:
- Performed administrative work for a medical office, a Gift company, in HR, at auditing companies, and now for Squire.
- Experienced in administrative assisting, data entry, proofreading & content editing, event planning & scheduling, and much more.
- She enjoys helping others progress & succeed.
Education and Certifications:
- Tamar has a Bachelor of Science degree in Health Science
About:
Tamar Ashner joined the Squire team in February 2021, she is originally from the Chicago Suburbs but has lived in the Salt Lake Area for several years now. She excels at performing multiple roles in a position, owning her work, and supporting a great team. When not working Tamar enjoys spending quality time with family and friends, being active, learning new skills, teaching others her strong skillsets, reading and writing, and volunteering.Favorite Quote: “The only thing that light needs to do in order to defeat the darkness is exist.” – Cameron Dokey
Administrative
Tax
801.533.0409801-228-2347tamara@squire.com -
Ali Averett
Professional, Tax Department
Tax
801.225.6900alia@squire.com -
Wayne Barben
Investment Advisor Representative, Affiliate Squire Wealth Advisors Partner, Wealth Management department, Tax department
Area of Focus: Tax and Pension; and Retirement Planning
Profile:
- Joined Squire & Company, PC in 1997
- Advisor with Squire Wealth Advisors
- Experience setting up and administering 401 (k), SEP, Profit Sharing and Defined Benefit plans
- Enjoys hellping people implement a modern portfolio theory strategy for their investment portfolio
- Affiliation with other professionals for Insurance and Estate Planning needs
- Married to Tami, 3 children
- Tami and Wayne both love the outdoors, sports, good movies and music
Education and Certifications:
- MACC, Utah State University
- Certified Public Accountant
- Personal Financial Specialist
Affiliations:
- Utah Valley Estate Planning Council
- Utah Valley University Foundation
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member
Tax
Wealth Management
Partners
801.225.6900801-494-6010wayneb@squire.com -
Danny Barlow
Partner, Audit & Assurance department
Area of Focus: Audit
Profile:
- Joined Squire July 2018
- Former Partner with Pinnock, Robbins, Posey and Richins, P.C.
- Danny is an audit partner within our firm and specializes in providing assurance (audit, review, compilation and agreed-upon procedures) services. He has extensive experience in auditing emerging, start-up, and closely held businesses in a variety of industries. He also specializes in governmental accounting and auditing, having worked with cities, local districts, and other governmental entities.
Education and Certifications:
- Bachelor of Arts in Accounting – University of Utah
- Master of Professional Accountancy – Weber State University
- Certified Public Accountant
Affiliations:
- Member of American Institute of Certified Public Accountants
- Member of Utah Association of Certified Public Accountants
Audit & Assurance
Partners
801.533.0409385-215-2804dannyb@squire.com -
Amanda Barrett-Brough
Partner, Audit & Assurance department
Amanda is a Certified Public Account who joined the Squire team in 2005 after receiving a Bachelor of Science from Utah Valley University and a Master of Accountancy from the University of Utah. Amanda is an audit partner and currently serves as the audit practice area leader. Amanda’s industry experience includes real estate, manufacturing, insurance, and professional services. She regularly attends the Insurance Accounting & Systems Association local chapter meetings as well as the Utah Valley Chamber of Commerce Women Business Network, and Women Tech Council events. As a member of the UACPA Financial Literacy Committee, she gets the opportunity to teach to people in the community courses on financial literacy. She volunteers with VentureCapital.org mentoring start-ups as they prepare 10-minute pitches for their Deal Forums. At Squire, she is currently, on a committee with four partners going through a pilot program with the AICPA for a women’s initiative program. She is a 2016 AICPA Leadership Academy graduate—an academy that selects only 50 people in the country to attend annually.
Amanda is the leader of the Squire Women Improving Professionally group. She is also the leader of the Squire professional services industry group team and helps clients in this industry set and meet their financial reporting objectives.
When she isn’t at work, she enjoys spending time with her husband and four children, watching her children participate in sports, and reading good books.
Audit & Assurance
Partners
801.225.6900801-494-6053amandab@squire.com -
Devan Bartholomew
Manager, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in June 2015
- Enjoys music, golf, and tennis
Education and Certifications:
- B.M., Brigham Young University
- MAcc, University of Utah
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6093devanb@squire.com -
Ross Barton
Supervisor, Audit & Assurance department
Area of Focus: Audit
Industry Specialties: Manufacturing
Profile:
- Joined Squire & Company, PC in February 2018
Education and Certifications:
- Bachelor of Science in Accountancy, University of Utah – May 2017
- Masters of Accountancy, University of Utah – May 2018
Audit & Assurance
801.225.6900801-494-2052rossb@squire.com -
Venetia Basilio
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900(801) 228-2254venetiab@squire.com -
Kevin Baugh
Manager & Practice Area Administrator, Technology & Business Advisory department
Area of Focus: Business Advisory, CFO/Controller outsourcing.
Industry Specialties: Construction, Real Estate, & Manufacturing
Profile:
- Nine years as controller of an Aerospace/Defense Manufacturer
- Five years as CFO of an Underground Utility Contractor
- Twelve years of public accounting experience
- Former treasurer of the Utah Valley Home Builders Association
Education and Certifications:
- Certified Public Accountant
- MBA, Brigham Young University
- B.S., Utah State University
Affiliations:
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member
Technology & Business Advisory
801.225.6900801-494-6042kevinb@squire.com -
Kody Baxter
Senior, Tax department
Tax
801.225.6900801-228-2053kodyb@squire.com -
Donna Baxter
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.533.0409801-228-2077donnab@squire.com -
Drew Bigler
Director, Wealth Management department, Tax department
Area of Focus: Tax
Industry Specialties: Consolidated returns, Construction, Adoption Credits, Private Small Businesses and Individuals
Profile:
- Joined Squire & Company PC in 1990
- Married with 4 children
- Hobbies include golfing, hunting, & fishing
Education and Certifications:
- B.S., Brigham Young University – 1988
- MAcc, Brigham Young University – 1989
- Certified Public Accountant
Affiliations:
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member
Tax
Wealth Management
801.225.6900801-494-6045drewb@squire.com -
Jill Blackham
Paraprofessional Supervisor, Technology & Business Advisory department, Payroll & Accounting department
Area of Focus: QuickBooks Support and Preparing Payroll and Quarterly Taxes for Clients
Industry Specialties: Medical, Dental, & Construction
Profile:
- Joined Squire in 2008
- 29 Years Bookkeeping experience
- 23 Years experience doing payroll and quarterly tax preparation
- Enjoys weight training, bike riding, and gardening.
Education and Certifications:
- Certified QuickBooks Pro-Adviser 2007-2016
Payroll & Accounting
Technology & Business Advisory
801.225.6900801-494-6069jillb@squire.com -
Tyler Blackham
Professional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-494-6074tylerb@squire.com -
Mitch Bolen
Manager, Technology & Business Advisory department
Area of Focus: Accounting Advisory, US GAAP, Financial Reporting
Profile:
Mitch started his career as an external auditor in 2015 after graduating with a Masters of Accountancy degree from Brigham Young University, which included a certification in information systems. He started with Squire in 2018 after three years of auditing and made the switch to Advisory to better utilize his information-systems background. Mitch is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, as well as the Utah Association of CPAs.
Education and Certifications:
- B.S., Brigham Young University
- Masters of Accountancy, Professional Stem, Brigham Young University
- Information Systems Certification, Brigham Young University
- Certified Public Accountant
Affiliations:
- American Institute of Certified Public Accountants
- Utah Association of Certified Public Accountants
Technology & Business Advisory
801.225.6900801-228-2075mitchb@squire.com -
Kaden Bolkcom
Senior, Technology & Business Advisory department
Area of Focus: General accounting; ERP system implementation and support; Data analytics and business intelligence.
Industry Specialties: Technology & Life Sciences
Profile:
- Kaden assists clients with accounting and systems-related issues.
- Kaden’s experience with ERP systems is primarily in NetSuite, with specialized experience in warehouse management, quality management, and analytics.
Education and Certifications:
- Kaden received his Bachelor of Science and Masters of Accountancy (Taxation) degrees from Brigham Young University in 2020, with a Minor in Information Systems and a certificate in Accounting Information Systems.
- Certifications in various accounting, data analytics, process automation, and data processing software programs including, but not limited to, QuickBooks, Domo, UI Path, and Alteryx.
About:
Kaden joined Squire’s Advisory practice in 2018. He enjoys learning new things, playing games, and spending time with his family.Technology & Business Advisory
801.225.6900801-228-2059kadenb@squire.com -
Courtney Booke
Supervisor, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in June 2013.
- Enjoys watching college sports, as well as outdoor activities like camping and fishing.
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6059courtneyb@squire.com -
Emma Brady
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-228-2061emmab@squire.com -
Nicholas Broadhead
Associate, Audit & Assurance department
Profile:• Joined Squire & Company, PC in January 2022Education and Certifications:• B.S., Brigham Young University – IdahoAbout:Nicholas enjoys spending time with family and being outdoors.Audit & Assurance
801.225.6900nicholasb@squire.com -
Megan Bronson
Partner, Technology & Business Advisory department
Megan is an Advisory Partner who started as an intern with Squire in 2006 as she earned her Master’s of Accountancy degree from Brigham Young University in 2007. She has over a decade of experience working with businesses across several industries, specializing in QuickBooks consulting and outsourced accounting services for manufacturing and distribution clients. Megan is a writer and presenter for Intuit’s Trainer Writer Network and is recognized nationwide for her early adoption and expertise in QuickBooks Online. She has also been recognized as a Top 100 Quickbooks ® ProAdvisor by Insightful Accountant since 2016.
Megan is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants. She has held many positions on the board of the Kiwanis Club of Orem for since 2008 and is also on the board of the Women in Business Network of the Utah Valley Chamber of Commerce.
Megan lives in Spanish Fork, UT, with her husband and three kids. She can often be found on the field or on the court playing a sport in her spare time. She enjoys listening to books, music, sports, and spending time with family.
Technology & Business Advisory
Partners
801.225.6900801-494-6064meganb@squire.com -
Dave Brown
Partner, Audit & Assurance department
Area of Focus: Assurance Services
Industry Specialties: School Districts, Government Entities and Employee Benefit Plans
Profile:
- Previously served as a controller for a multi-state engineering firm
Education and Certifications:
- Master of accountancy degree from Utah State University
- Certified Public Accountant
- Associates degree from Snow College in computer information systems
Audit & Assurance
Partners
801.225.6900801-494-6029daveb@squire.com -
Jeff Buckman
HR Recruiter
Administrative
801.225.6900jeff.buckman@squire.com -
Jonyce Bullock
Chief Executive Officer
Jonyce is CEO of Squire and Office Managing Partner of the Orem office. She graduated Cum Laude from Brigham Young University with a B.S. and Master of Accountancy with an emphasis in taxation. Jonyce is a certified public accountant and a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. Jonyce started at Squire in 1999 as a member of Squire’s tax team. In 2000, Jonyce started what became Squire’s QuickBooks support and consulting team and served as client accounting service lead. Squire became the first Intuit Partner in Utah and under Jonyce’s leadership, Squire is now the only Intuit Premier Partner in Utah. Prior to taking the helm as CEO in January, 2018, Jonyce had led Squire’s advisory practice area team from 2012-2017.
Jonyce was named an Intuit Top 100 ProAdvisor five years in a row prior to her focus shifting to her CEO responsibilities. She was also the recipient of the AICPA/UACPA Women to Watch – Emerging Leader award for 2011 as well as a recipient of Utah Business Magazine 30 Women to Watch Award for 2012. She has been named twice as CPA Practice Advisor’s Top 40 under 40 CPAs in America. Recently, Jonyce was awarded the AICPA Women to Watch Experienced Leader Award and Utah Business Magazine’s CEO of the Year Award.
Jonyce sits on the Advisory Board at both the Brigham Young University School of Accountancy, as well as the University of Utah School of Accountancy. She is on the Board of Directors for the Utah Valley Chamber of Commerce and is an Ambassador for the Utah Women in Leadership project. Previously Jonyce was the President of the Utah Association of CPA’s.
Jonyce is a loving and devoted mother of two children with her husband. In her free time, she enjoys attending local theater programs and BYU sporting events with her family.
Administrative
Partners
801.225.6900801-494-6014jonyceb@squire.com -
Kadin Bullock
Paraprofessional, Wealth Management department
Wealth Management
801.225.6900kadinb@squire.com -
Michael Bullock
Manager, Audit & Assurance department
Area of Focus: Audit and Assurance Services
Profile:
- Joined Squire & Company, PC in October 2007
- Member of the Audit and Assurance Services Practice Area
Education and Certifications:
- B.S., Utah Valley University
- MBA, Utah State University
- Certified Public Accountant
Affiliations:
- Utah Association of Certified Public Accountants, member
- American Institute of Certified Public Accountants, member
Audit & Assurance
801.225.6900801-494-6066mbullock@squire.com -
Sandra Bullock
Associate, Tax department
Profile:
- Joined Squire & Company, PC in July 2021
Education and Certifications:
- MAcc, University of Utah
- B.S., Brigham Young University
About:
Sandra studied exercise science at Brigham Young University and worked in the healthcare industry from 2010 until 2019. In 2020, she completed the University of Utah’s MAcc Intensive program and went on to graduate with a Master of Accounting degree in 2021. Sandra enjoys boating, traveling, and frequenting local donut shops on Saturday mornings with her husband and two children.
Tax
801.225.6900801-228-2249sandradb@squire.com -
Sarah Campbell
Marketing Consultant
Profile:
- Joined Squire & Company, PC in 2012
- Experience in brand management, project management, marketing generalist
- Interests include hanging with her family and dog, playing on ATV’s, and anything that involves sunshine and water.
Education and Certifications:
- B.S. in Political Science, emphasis in International Relations, minored in Criminal Justice, Utah Valley University
Administrative
801.533.0409sarahc@squire.com -
Emma Kate Campbell
Firm Administrative Assistant
Area of Focus: Administration
Profile:
- Joined Squire & Company, PC in March of 2022
Education and Certifications:
- Emma Kate is currently attending school at WGU, majoring in graphic design and marketing
About:
Emma Kate grew up traveling around the world living in places like Thailand, Uruguay, and India. She later settled in Utah in 2012. She is currently working on her B.A in graphic design and marketing at Western Governors University. She joined Squire’s administration team in March 2022 as an Advisory Administrative Assistant and has used her quick thinking, charisma, and love for creativity to make sure the firm has its p’s and q’s of projects, processes and people sorted out. She helps her team dream up ideas and helps put them into practice by arranging the right resources. In her personal time, Emma Kate likes to skate, dance, and go to $5 movie nights with her friends and family!
Administrative
801.533.0409385-420-0306emmakate.campbell@squire.com -
Sophie Carter
Paraprofessional, Tax department
Tax
801.533.0409sophiec@squire.com -
Steven Carter
Associate, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900steven.carter@squire.com -
Aubrey Cavanaugh
Professional, Technology & Advisory department
Technology & Business Advisory
801.225.6900801-494-6083aubrey.cavanaugh@squire.com -
Ray Chipman
Partner, Audit & Assurance department, Technology & Business Advisory department
Area of Focus: Risk Management, Internal and External Audit and Business Process Redesign
Industry Specialties: Construction, Direct Selling and Distribution
Profile:
- Member of the Business Advisory Division
- Experience working with organizations implementing Risk Management processes–especially when those processes relate to internal control over financial reporting
- Enjoys working with management, the audit committee and/or chief audit executive to ensure that the Internal Audit function is meeting the needs of the organization
- Facilitates Business Process Redesign to identify areas of improvement and related risks
- Member of the Audit Division
- Manages audit teams to provide assurance on financial information
- Coordinates international audit and advisory work through our association with Praxity
Education and Certifications:
- B.S., Brigham Young University
- MBA, Utah State University
- Certified Public Accountant
- Certified Internal Auditor
Affiliations:
- Construction Financial Management Association, associate member
- Institute of Internal Auditors, member
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member
Audit & Assurance
Technology & Business Advisory
Partners
801.225.6900801-494-6008raymondc@squire.com -
Matthew Christensen
Manager, Audit & Assurance department
Matthew started with Squire & Company, PC in 2012 and is an audit manager with eight years of public accounting experience. Matthew received his Master of Accountancy Degree from Utah State University.
Matthew’s industry experience includes manufacturing and retail, construction, and professional services.
Matthew is a certified public accountant and a member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA).
Audit & Assurance
801.225.6900801-494-6034matthewc@squire.com -
Kristi Christiansen
Paraprofessional Supervisor, Payroll & Accounting department, Technology & Business Advisory department
Area of Focus: Payroll
Profile:
- Joined Squire & Company, PC in 2003
- Enjoys reading, boating, watching sports and spending time with her family
- Kristi and her husband have four children
Education:
- Bachelors of Accounting, Utah State University
Payroll & Accounting
Technology & Business Advisory
801.225.6900801-494-6033kristic@squire.com -
Carly Christiansen
Supervisor, Tax department
Area of focus: Corporate, Partnership, and Individual tax returns; Business Advisory
Industry Specialties: Professional services with an emphasis on real estate holdings and property management
Profile:
- Joined Squire & Company, PC as an intern in 2015 and full-time since July 2018
- Specializes in closely held businesses
- Experience in 1031 exchanges
Education & Certifications:
- Certified Public Accountant
- Master of Accountancy from Brigham Young University
- Information Systems Certificate
- QuickBooks Certified
About:
Carly A. Christiansen was awarded Bachelor of Science and Master of Accountancy degrees from Brigham Young University in 2017. While in school, Carly worked as the controller for a small real estate and property management company. Upon graduation, she joined Pinnock, Robbins, Posey & Richins, PC (PRPR) in their tax department. Carly joined Squire as part of its merger with PRPR in 2018.Carly has experience with accounting and tax preparation for entities. She enjoys understanding both sides of a company’s needs and being the bridge between the two processes.
Carly is also an expert in programming in Visual Basic for Applications (VBA) with Excel, and is part of the Microsoft Business Central team at Squire.
Personally, Carly enjoys indoor activities such as board games, watching movies, and spending time with friends and family.
Tax
801.533.0409385-215-2813carlyc@squire.com -
Reuben Cook
Partner, Manufacturing & Distribution Industry Chair, Technology & Business Advisory department
Area of Focus: NetSuite, Dynamics GP, Audit Prep, CFO/Controller Outsourcing, Budgeting & Forecasting, Litigation Support
Industry Specialties: Direct Selling, Manufacturing, Wholesale and Distribution, Energy and Mining, Tribal
Profile:
- Chair of the Manufacturing & Distribution Industry practice group
- Advises management through corporate growth and organizational transformation
- Serves as outsourced CFO for companies between $5MM and $200MM in gross revenue
- Experience helping manufacturing companies establish costing mechanisms, making sense of data, and organizing a framework of performance measurement
- Extensive experience establishing forecasted financials, cash flows, and executing other strategic planning
- Has successfully lead clients through the execution of quantitative methodologies to support large scale litigation claims
- Enjoys designing and implementing Key Performance Indicators (KPIs)
- Experience auditing extraction and manufacturing companies
- Implements accounting systems for growing companies
Education and Certifications:
- MAcc, Brigham Young University
- B.S., Accounting, Brigham Young University
- Minor, Information Systems, Brigham Young University
- Certified Public Accountant
- Chartered Global Managment Accountant
- IBM Certified Developer – Cognos TM1
- Microsoft Certified Technology Specialist – Dynamics GP
Affiliations:
- Utah Association of Certified Public Accountants, member
- Association of Certified Public Accountants, member
Technology & Business Advisory
Partners
801.225.6900801-494-6046reubenc@squire.com -
Kevin Crump
Manager, Audit & Assurance department, Tax department
Kevin Crump, CPA (Audit Engagement Manager) joined the firm when PRPR, a large local firm, merged with the firm. He is involved in managing audits including construction and employee benefit plans. He has over 30 years of public accounting experience, was the CFO of a large Utah-based grocery store chain for eight years, and began his public accounting career with Fox and Company, a firm that was later acquired by Grant Thornton. Kevin graduated with a Bachelor of Arts in Accountancy from the University of Utah in 1980. He is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.
Certifications:
- Certified Public Accountant
Audit & Assurance
Tax
801.533.0409385-215-2802kevinc@squire.com -
Rebecca Daley
Associate, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in January 2021
- 4 years of experience in tax and industry accounting prior to starting at Squire
Education and Certifications:
- Certificate of Completion, Accounting, Utah Valley University
- Associate of Science, Business Management, Utah Valley University
- Bachelor of Science, Major in Accounting, Minor in Business Management, Utah Valley University
- Master of Accountancy, Southern Utah University (Expected graduation May 2023)
About:
Rebecca’s interests include motorcycles and anything with an engine, mechanics, hunting and fishing, rock climbing, musical composition, drawing/painting, and cooking. She has also served as president of UVU chapter of Beta Alpha Psi from 2020 to 2021.
Tax
801.225.6900rebeccad@squire.com -
Sam Dean
Paraprofessional, Technology & Business Advisory department
Area of Focus: NetSuite implementation, integration, and support; General Accounting
Industry Specialties: Consumer Products & Manufacturing
Profile:
- Joined Squire’s Advisory Practice in 2022
Education and Certifications:
- MAcc – Utah Valley University
- B.S. in accounting – Utah Valley University
- Minor in business management – Utah Valley University
Technology & Business Advisory
801.225.6900sam.dean@squire.com -
Mikaela Dean
Paraprofessional, Audit & Assurance department
Audit & Assurance
801.225.6900mikaelad@squire.com -
Zach Dodds
Associate, Audit & Assurance department
Audit & Assurance
801.225.6900zach.dodds@squire.com -
Rylee Dunkley
Administrative Assistant, Tax department
Area of Focus: Administrative
Industry Specialties: Administrative assistance – Tax Department
Profile:
- Rylee has worked as an administrative assistant for an electrical contracting company, a disability agency, and now Squire.
- Experienced in data entry, scheduling, and other administrative tasks.
Education and Certifications:
- Rylee received her bachelors degree in Child Development from Brigham Young University – Idaho in 2021
About:
Rylee joined the Squire team in June 2022 and is originally from southern California but has recently relocated to Salt Lake City after graduating from college in Rexburg, Idaho. She enjoys being apart of a cohesive team at work and getting things done. When she’s not working she enjoys reading, exploring the city, and spending time with her family and friends.
Administrative
Tax
801.533.0409rylee.dunkley@squire.com -
Garrett Dyches
Manager, Technology & Business Advisory department
Area of Focus: NetSuite, Controller Outsourcing and CFO Support, Business Advisory
Industry Specialties: Direct Selling, Distribution and Manufacturing, Technology and Life Sciences
Profile:
- Joined Squire & Company, PC in June 2017
Education and Certifications:
- BS in Accounting from Southern Utah University
Garrett joined Squire in June of 2017, with 4 years of Controller level experience in the Direct Selling and Manufacturing industry. He implements, customizes and supports NetSuite. He enjoys working with clients to understand their business needs and helping them implement new processes and technologies to help improve their business. Garrett enjoys showing clients how technology can help them become more efficient and productive.
Technology & Business Advisory
801.225.6900801-494-6094garretd@squire.com -
Linda Edlund
Paraprofessional, Technology & Business Advisory department
Area of Focus: Bookkeeping
Profile:
- Linda joined Squire & Company, PC as a bookkeeper in 2021.
Education and Certifications:
- Linda was awarded a Bachelor of Science degree from Brigham Young University in 2017.
About:
Linda worked doing bookkeeping in the Food Safety industry before joining the Squire team. She enjoys music, camping, volleyball, and spending time with her family.
Technology & Business Advisory
801.225.6900801-228-2255lindae@squire.com -
Cynthia Edwards
Paraprofessional, Technology & Business Advisory department, Payroll & Accounting department
Payroll & Accounting
Technology & Business Advisory
801.533.0409385-215-2816cynthiae@squire.com -
Shane Edwards
Office Managing Partner - Salt Lake City, Technology & Business Advisory department, Audit & Assurance department
Area of Focus:
CFO and Controller Services for Private and Publicly Traded Companies, NetSuite Implementation Project Management, Buy/Sell Transaction Support, Business Strategy Design and Implementation, Executive and Manager Mentoring, and Organizational and Process Redesign
Industry Specialties:Technology, Life Science, Direct Selling, Entertainment and Natural Resource Development on Tribal (US) and First Nation (Canada) Lands.
Profile:
-
- Helps organization understand and fulfill the responsibilities of the CFOs office (both privately owned and publicly traded companies)
- Oversee the implementation of Oracle-NetSuite and Microsoft Dynamics 365 Business Central to insure achievement of key stakeholder objectives
- Assists management in the recognition and elimination of the barriers to excellence that exist in organizations, and provides a strategic framework to move organizations to the next level
- Implements Organization, Process and Infrastructure redesign, which aligns an organization’s strategy to tangible mechanisms
- Advises management and owners in the Financing, Buying and Selling of a business
- Provides Executive and Manager Mentoring to founders, executives, and middle manages to expedite personal and professional development
- Elected to Squire’s executive committee, which has responsibility to run the firm
- Previously served as the manufacturing and distribution practice area leader for the Utah offices of Grant Thornton. Shane also has direct industry experience as the former corporate chief accountant for Kennecott Corporation
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
- Certified Internal Auditor
Affiliations:
- American Institute of Certified Public Accountants, member
- Institute of Internal Auditors, member
- Utah Association of Certified Public Accountants, member
- Advisory Committee member for Utah Valley University Accounting Education Department
- BioUtah and Association for Corporate Growth Member
Administrative
Audit & Assurance
Technology & Business Advisory
Partners
801.533.0409801-494-6041shanee@squire.com -
-
Josh Elison
Paraprofessional, Technology & Business Advisory department
801.225.6900josh.elison@squire.com -
Benjamin Everitt
Manager, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in January 2015
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Tax
801.225.6900801-494-6098benjamine@squire.com -
Jenni Farrell
Firm Administrator
Profile:
- Jenni has extensive experience as a Firm Administrator working 10+ years for both a CPA and TPA firm as the Firm Administrator.
- Jenni has worked the last 5 years for a national TPA on their integration and specialization teams.
Education and Certifications:
- Jenni received her Bachelor of Science in Accounting from University of Phoenix
- Jenni received her MBA from Georgia Southern University
About:
Jenni is originally from California and lived in Georgia and Arizona before moving to the SLC area in 2017. She enjoys many outdoor activities, especially skiing, hiking to Utah waterfalls in the summer with her husband and son and watching her son play hockey.
Administrative
801.225.6900jenni.farrell@squire.com -
Doug Flake
Partner, Tax department
Area of Focus: Tax
Industry Specialties: Corporate, Partnership, Trust, Individual Tax Returns, Estate Tax, Gift Tax and other Types of Returns
Profile:
- Joined Squire & Company PC, in 1992
- Doug enjoys working with clients in estate and tax planning, business ownership succession planning and in resolving complex taxation issues.
Education and Certifications:
- B.S. Brigham Young University, magna cum laude
- Named Karl G. Maeser Scholar in 1990
- Graduated magna cum laude from BYU Law School with a Juris Doctorate degree in 1995
- Certified Public Accountant
Affiliations:
- Order of the Coif, member
- Utah State Bar, member
Tax
Partners
801.225.6900801-494-6044dougf@squire.com -
Lindsey Flake
Professional, Tax department
Tax
801.225.6900lindseyf@squire.com -
Tracy Flores
Paraprofessional, Technology & Business Advisory department
Area of Focus: Sales Tax
Profile:
- Tracy joined Squire & Company, PC in 2021
Education and Certifications:
- Bachelor’s degree in Spanish with a minor in business from the University of Utah
About:
Tracy has two daughters and a Goldendoodle. They have a love for traveling all over Utah, the USA, and the world! This past year Tracy and her family have been to 3 National Parks, Italy, and Costa Rica. They are happiest while mountain biking, playing music, or cheering on the Utah Jazz!
Technology & Business Advisory
801.225.6900(801) 228-2234tracyf@squire.com -
Jessica Forbush
Manager, Audit & Assurance department
Area of Focus: Assurance Services
Profile:
- Joined Squire & Company, PC in 2009
Education and Certifications
- Masters of Accounting, Brigham Young University
- Bachelors of Accounting, Brigham Young University
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6082jessicaf@squire.com -
Jeff Fowler
Associate, Tax department
Tax
801.533.0409jeff.fowler@squire.com -
Camille Fox
Associate, Wealth Management department
Profile:
- Camille works with high-net-worth individuals, families, and business owners to help them simplify their lives, avoid costly mistakes, and grow their wealth. She provides investment, financial, tax, and estate planning counsel to her clients.
- Camille received her bachelor’s degree in Finance from UVU. Outside of work she enjoys playing soccer, rock climbing, mountaineering, camping, boating, traveling, and yoga.
Education and Certifications:
- Bachelor of Science in Finance, UVU
- Business Management Associate of Science, UVU
- Occupational Therapy Assistance Associate of Science, SLCC
Wealth Management
801.225.6900801-228-2054camille.fox@squire.com -
Tara Froisland
Administrative Assistant, Audit & Assurance department
Area of Focus: Audit
Profile:
- Started with Squire & Company in March 2017
- Enjoys theater, reading, movies, and exploring new places.
Education and Certifications:
- B.S., Utah Valley University
Administrative
Audit & Assurance
801.225.6900801-494-6021taraf@squire.com -
Brooke Gardner
Supervisor, Tax department
Area of Focus: Tax Services
Profile:
- Joined Squire & Company, PC in December 2019
- Former Member of Tax Subject Matter Team at Canopy Tax
- Former Tax Senior Associate with Pinnock, Robbins, Posey & Richins, P.C
Education and Certifications:
- Master of Accountancy-Taxation, Brigham Young University
- Bachelor of Science in Accounting, Brigham Young University
- Certified Public Accountant
Affiliations:
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accountants, member
Tax
801.533.0409brookeg@squire.com -
Kim Gardner
Director, Tax department
Areas of Focus: Tax and Employee Benefit Plans
Profile:
- Joined Squire & Company, PC in January 2004
- Experience in Corporate, Partnership, Individual, Employee Benefit Plans, Trust & Estate, and Gift Tax Returns
- Experience in Tax Research
- Experience in the Audits of Employee Benefit Plans
Education and Certifications:
- Certified Public Accountant
- Master of Accountancy & Bachelor Degrees, Brigham Young University
- Associate of Arts Degree, Dixie College
Affiliations:
- Utah Association of Certified Public Accountants, member
- American Institute of Certified Public Accountants, member
Tax
801.225.6900801-494-6054kimberg@squire.com -
Matt Geddes
Partner, Audit & Assurance department
Matt joined the firm in 2008 after receiving a Master of Accountancy degree
from Utah State University. Matt manages audits of for-profit entities, local governments,
and employee benefit plans. He spends his days assisting clients in understanding and applying
accounting standards, working with clients to understand the audit process, and assisting the
team members of Squire in being effective and efficient. He also makes recommendations for
improvements in clients’ internal processes and controls. Matt volunteered to serve as a lead
adopter to the AICPA’s Single Audit and Employee Benefit Plan Audit Certificates and was
among the first in the nation to be awarded these certificates, demonstrating his technical
expertise in performing single audits in accordance with Uniform Guidance and performing
audits of employee benefit plans.Matt is a member of the Government Finance Officers Association, American Institute of
Certified Public Accountants, and the Utah Association of Certified Public Accountants. Matt
loves to spend time with Mary Anne, his wife, and their five children at Bear Lake. He loves the
Utah Jazz and the Aggies.Audit & Assurance
Partners
801.225.6900801-494-6003mattg@squire.com -
Courtney Gillman
Senior, Tax department
Area of Focus: Federal and state individual and business tax planning and compliance
Profile:
- Courtney serves as the Utah Association of CPAs (UACPA) Southern Chapter Treasurer.
- She assists with Squire’s Tax Intern Training and Onboarding Training Programs.
- Courtney is involved in Squire’s Women Improving Professionally (WIP) program.
Education and Certifications:
- Certified Public Accountant (CPA)
- Master of Accountancy (MAcc) from Utah Valley University in 2019
- Bachelor of Science (BS) in Accounting from Utah Valley University in 2017
- Bachelor of Science (BS) in Neuroscience from Brigham Young University in 2015
About:
Courtney Gillman, CPA joined Squire & Company, PC in January 2019
Courtney began her academic career in Neuroscience at Brigham Young University in 2011 finishing in 2015. She was awarded Bachelor of Science in Accounting from Utah Valley University in 2017 and Master of Accountancy from Utah Valley University in 2019. She received her Certified Public Accounting (CPA) license shortly after. She volunteers in various community and youth organizations. She received the Squire Employee Wellness Recognition Award in October 2021. Courtney enjoys balancing her professional career with raising her family. She spends her personal time staying active through yoga, snowshoeing, cycling, running, and hiking.
Tax
801.225.6900801-494-6072courtneyg@squire.com -
Allie Goulais
Paraprofessional, Technology & Business Advisory department
Area of Focus: Sales tax Account Manager
Technology & Business Advisory
801.533.0409801-228-2230allieg@squire.com -
Jennie Greene
Senior Manager, Tax department
Area of Focus: Tax
Industry Specialties:
- Personal Tax Returns
Profile:
- Member of Tax Committee
Education and Certifications:
- B.S., Utah Valley University
- MAcc, University of Utah
- Certified Public Accountant
Tax
801.225.6900801-494-6086jennieg@squire.com -
Kyle Greene
Partner, Audit & Assurance department
Area of Focus: Assurance Services
Industry Specialties: Government, including school districts and special districts, Not-for-Profit OrganizationsProfile:
- Joined Squire & Company, PC in 2010
- Member of the assurance division
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Afficilations:
- American Institute of Certified Public Accountants, member
Audit & Assurance
Partners
801.225.6900801-494-6065kyleg@squire.com -
Camille Guinn
Tax Administrative Receptionist
Area of Focus: Administrative assistance to the tax department and managing the front deskProfile:- Camille joined Squire & Company, PC in 2022
Education and Certifications:- Camille received her bachelor’s degree in social science teaching from Brigham Young University in 2021
About:Camille enjoys crocheting, reading, playing video games, and spending time with her familyAdministrative
Tax
801.225.6900camille.guinn@squire.com -
Kris Hall
Associate, Tax department
Tax
801.533.0409kris.hall@squire.com -
Valerie Halladay
Paraprofessional, Tax department
Tax
801.225.6900valerieh@squire.com -
Chrissy Hannemann
Senior, Technology & Business Advisory department
Area of Focus: Payroll Team Lead
Profile:
- Joined Squire & Company in July of 2019, SLC UT
- Former Controller of Riley Blake Designs, Sandy UT
- Former Board Member of Alpine School District, Alpine UT
- Former Tax Senior with Deloitte, Costa Mesa CA
- Hobbies include reading, local politics, and enjoying the great outdoors
Education and Certifications:
- Certified Public Accountant, Utah
- Masters in Accounting, Utah Valley University
- Bachelors in Accounting, Brigham Young University
Affiliations:
- AICPA Member
- Community Associations Institute Member
Technology & Business Advisory
801.533.0409christineh@squire.com -
Katelyn Hannifin
Professional, Tax department
Area of Focus: Tax
Industry Specialties: Technology and Life Science
Education and Certifications: Master of Accountancy
Tax
801.225.6900801-494-6099katelynh@squire.com -
Drew Hansen
Professional, Audit & Assurance department
Profile:
Joined Squire & Company, PC in June 2021
Education and Certifications:
- B.S. from Utah Valley University
- MAcc from Utah Valley University
Audit & Assurance
801.225.6900drewh@squire.com -
Sarah Harker
Supervisor, Audit & Assurance department
Area of Focus: Audit
Profile:
- Joined Squire & Company, PC in 2019
- Enjoys running, singing & spending time with family and friends
Education and Certifications:
- B.S., Accounting, Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Affiliations:
- Member of the American Institute of Certified Public Accountants
- Member of the Utah Association of Certified Public Accountants
Audit & Assurance
801.533.0409385-500-4137sarahh@squire.com -
Katie Harvey
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-494-6028katie.harvey@squire.com -
Thomas Hezseltine
Manager, Audit & Assurance department
Area of Focus: Audit
Industry Specialties: Private companies, not-for-profit and government entities, and employee benefit plans
Profile:
- Joined Squire & Company, PC in June 2014
Education and Certifications:
- B.S., University of Utah
- MAcc, University of Utah
- Certified Public Accountant
About:
Thomas started with Squire & Company, PC in 2014, and is a manager in the audit and assurance services practice area. Thomas received his Master of Accountancy from the University of Utah.Thomas is a certified public accountant and a member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA). He has also served on the Utah Republican Party Budget Committee since 2019.Thomas enjoys many outdoor activities, including golf, hunting, fishing, and soccer, along with spending time with his wife and three kids.Audit & Assurance
801.225.6900801-494-6090thomash@squire.com -
Courtney Higbee
Executive Assistant
Profile:
- Joined Squire & Company, PC in 2022
- Courtney is the Executive Assistant to the CEO of Squire & Company, PC.
- Hobbies include reading, traveling, and going on walks with her husband.
Education and Certifications:
- BGS, Brigham Young University
- MBA, Western Governors University
About:
Courtney is originally from Richfield, UT and lived in Logan, UT and Lima, Peru before attending Brigham Young University in 2016. She was awarded a Bachelor of General Studies from BYU in 2019 and shortly after joined the University of Utah as an Administrative Assistant in the Department of Pathology. She was promoted to Executive Assistant to the Chair shortly after. While working at the University of Utah, Courtney pursued a Master of Business Administration at Western Governors University which she completed January 2022. She joined Squire & Company as the Executive Assistant to the CEO in May 2022 and is excited to be working with such amazing people!
Administrative
801.225.6900courtney.higbee@squire.com -
Ramona Hillman
Administrative Receptionist
Area of Focus: Managing the front desk
Profile:
- Ramona joined Squire & Company, PC in 1987
- Ramona enjoys spending time with her family, and loves being a Grandma. Her hobbies include reading, gardening, traveling, crocheting, and cross-stitching.
Education and Certifications:
- Ramona attended Ricks College where she studied early childhood development, family relations and office administration.
Administrative
801.225.6900801-494-6020ramonah@squire.com -
Joe Hillstead
Partner, Tax department
Areas of Focus: Corporate income tax, consolidated returns, U.S. taxation of international transactions, transfer pricing, and accounting for income taxes under ASC 740
Industry Specialties: Information technology, medical device, pharmaceutical/life sciences, manufacturing, wholesale distributors, newspaper print and television media, consumer products, financial services, and gaming
Profile:
- 17 years experience working with clients on a broad range of tax issues
- Specializes in corporate income tax matters including incorporation, contributions, distributions, redemptions, liquidations, mergers and acquisitions, and reorganizations
- Also specializes in U.S. taxation of international transactions including transfer pricing
- Prior to starting at Squire in 2014, Joe worked for 10 years with PwC in Southern California and Washington, D.C. serving clients in multiple industries
Education and Certifications:
- B.S. in Accounting from Brigham Young University, Cum Laude
- MAcc from Brigham Young University, Cum Laude
- Certified Public Accountant
- California and District of Columbia CPA
Tax
Partners
801.225.6900801-494-6072joeh@squire.com -
Lauren Hoffman
Senior, Technology & Business Advisory department
Profile:
- Joined Squire & Company in July of 2019
- Experience in Executive Administration, Membership Relations, Event Planning and Sales
- Hobbies include anything outdoors – hiking, camping, boating, athletic events, dancing and spending time with family and friends
Education and Certifications:
- Current student at Utah Valley University (UVU) studying Business Management
Technology & Business Advisory
801.225.6900801-494-6017laurenh@squire.com -
Sierra Hoggatt
Professional, Tax department
Tax
801.225.6900801-228-2067sierrah@squire.com -
Tiffany Hoglund
Administrative Assistant, Tax department
Area of Focus: Administrative Assistant to the Tax Department
Profile:
- Joined Squire & Company, PC in 2004
- Enjoys traveling and many outdoor activities including snowboarding, wake boarding, and Lake Powell
Education and Certifications:
- B.S., University of Utah
Administrative
Tax
801.225.6900801-494-6012tiffanyh@squire.com -
Jaymi Horrocks
Front Desk Receptionist
Area of Focus: Front Desk Receptionist
Profile:
- Employed with Squire & Company since 2022
- Has 5+ years of customer service experience
About:
Jaymi’s hobbies include vintage thrift shopping, diamond painting, cooking, and hanging out with her husband & two dogs.
Administrative
801.225.6900jaymi.horrocks@squire.com -
Emily Howard
Paraprofessional, Technology & Business Advisory department
- A.S. Business Administration, Amarillo College
- Pursuing B.S. Accounting at Southern New Hampshire University
- Interests: Cooking, video games, and spending time with family
Emily grew up in the surrounding towns of Amarillo, Texas and finished her Associate’s Degree in Business Administration at Amarillo College. She enjoys spending time outside of work with her husband cooking and playing video games. She has two dogs who are like children to her and are spoiled as such.
801.225.6900emily.howard@squire.com -
Greg Hyde
Partner, Wealth Management department, Tax department
Area of Focus: Federal and state individual and business tax planning and compliance; estate and gift planning and compliance; and charitable and fiduciary income tax planning and compliance
Industry Specialties: Construction & Real Estate, Technology & Life Sciences
Profile:
- Greg serves a number of closely-held businesses and their owners, executives and professionals, and high-net worth and high-income individuals.
- Greg is the leader of Squire’s Wealth Advisory practice in its Salt Lake City office and enjoys the opportunity that provides to help clients reach their overall financial goals
- Greg has extensive experience with employee stock options and compensation structures
- He is an educational speaker to employee and professional groups
- He assists numerous clients with tax and financial planning and related income tax issues.
Education and Certifications:
- Greg received his Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University in 1997
- Certified Public Accountant
- Certified Financial Planner®
- Personal Financial Specialist
About:
Gregory O. (Greg) Hyde, CPA, PFS, CFP® became a tax partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC (PRPR) in 2018.
Greg was awarded Bachelor of Science and Master of Accountancy degrees from Brigham Young University in 1997. He was with Deloitte’s tax and financial counseling services groups in Seattle and Salt Lake City from 1997 to 2001. Greg then worked for PRPR from 2001 to 2018, becoming a partner there in 2011.
Greg is the past president of the Salt Lake Estate Planning Council, has served on the boards of the IHC Foundation for Homecare and Hospice and Primary Children’s Medical Center Planned Giving Committee, and volunteers in various other community and youth organizations. He enjoys many outdoor activities, including snow skiing, camping, boating, and hiking along with his wife and five children.
Tax
Wealth Management
Partners
801.533.0409385-215-2814gregh@squire.com -
Brendan James
Paraprofessional, Technology & Business Advisory department
Area of Focus: Outsourced accountingProfile:- Brendan joined Squire & Company, PC in 2022
Education and Certifications:• Brendan received his associate’s degree in science from Utah Valley University• He is currently working towards his bachelor’s degree in accountingAbout:Brendan has previously worked for James & Associates in 2021 preparing tax returns for individuals.Technology & Business Advisory
801.225.6900brendanj@squire.com -
Trae Johansson
Senior, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in August 2019
Education and Certifications:
- MAcc, Utah Valley University
- B.S., Brigham Young University – Idaho
Audit & Assurance
801.225.6900801-494-6061traej@squire.com -
Clayton Johnson
Manager, Wealth Management department
Profile:
- Clayton works with high-net-worth individuals, families, and business owners to help them simplify their lives, avoid costly mistakes, and grow their wealth. He provides investment, financial, tax, and estate planning counsel to his clients.
- Clayton is a CFP® and received his bachelor’s degree in business from BYU. Outside of work he enjoys playing and coaching volleyball, backpacking with his wife, and helping his twin daughters get into as much trouble as possible.
Education and Certifications:
- Bachelor of Science in Business Management, BYU
- CERTIFIED FINANCIAL PLANNER™
Affiliations:
- Utah Valley Estate Planning Council
- Financial Planning Association – Utah Chapter
Tax
Wealth Management
801.225.6900801-494-6081claytonj@squire.com -
Kevin Johnson
Partner, Technology & Business Advisory department
Area of Focus: Microsoft Dynamics GP
Profile:
Kevin joined Squire’s advisory practice area in 2004 and graduated from Brigham Young University with a MISM degree in 2006. He is a manager in the advisory practice with an emphasis in ERP systems. Kevin is an expert in Microsoft Dynamics GP, Excel, and Microsoft SQL Server. Since joining Squire, Kevin has helped countless companies through ERP implementations and training. He has provided services to companies across many industries with a focus on high-technology and direct selling companies. Kevin specializes in helping companies to reach to improve their processes through training, data and process automation, and reporting.
Kevin is an affiliate member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants. He currently serves on the Business and Marketing Advisory Board for the Alpine School District, and is a volunteer within the Boy Scouts of America. Kevin is also involved with the Utah Technology Council and Silicon Slopes. In his free time, Kevin enjoys water skiing, camping and anything that is outdoors
Education and Certifications:
- B.S., Brigham Young University
- MISM, Brigham Young University
Technology & Business Advisory
Partners
801.225.6900801-494-6049kevinj@squire.com -
Leslie Kamou
Manager, Tax department
Tax
801.225.6900leslie.kamou@squire.com -
Austin Kirkman
Paraprofessional, Tax department
Tax
801.225.6900austin.kirkman@squire.com -
Tristin Knouse
HR Generalist
Administrative
801.225.6900tristin.knouse@squire.com -
Austin Kunz
IT Administrator II
Area of Focus: Information Technology
Profile:
- Employed with Squire & Company, PC since May 2018
- Enjoys learning about technology and automotive and spending time with his wife.
Education and Certifications:
- B.S., Snow College
Administrative
801.225.6900801-494-6097austink@squire.com -
Kirsten LaKose
Administrative Assistant, Audit & Assurance department
Area of Focus: Administrative Assistant
Profile:
• Joined Squire & Company, PC in July 2012
• Enjoys playing with her 2 little girls, cooking, reading, traveling, being crafty and
creative, event planning, playing tennis and watching sportsEducation and Certifications:
• B.A., Brigham Young University
Administrative
Audit & Assurance
801.225.6900kirstenl@squire.com -
Janeil Lambourne
Manager, Tax department
Area of Focus: Tax Planning and Compliance
Profile:
- Joined Squire & Company in November 2019
- Former Tax Senior with Miller Giangrande, LLP in California
Education and Certifications:
- Bachelor of Science in Accounting – Brigham Young University
- Masters of Accountancy in Taxation – Brigham Young University
- Certified Public Accountant
Tax
801.533.0409385-500-4138janeill@squire.com -
K. Tim Larsen
Retired Partner, Technology & Business Advisory department, Wealth Management department
K. Tim Larsen is a Certified Public Accountant, and Chartered Global Management Accountant. He came to Squire in 1980 with a Bachelor of Science and a Master of Accountancy from Brigham Young University and served as Managing Partner from July 2004 to January 2018, helping clients meet both personal and business goals. As a national instructor on managing an accounting firm, and with over 40 years of experience in public accounting, Tim provides expert business-operation and management consulting. Tim currently has the following affiliations:
- American Institute of CPAs—member of Council 2007–2009, member of insurance committee August 2011–2014, member of Joint Trial Board 2011–2015, member of G400 planning committee 2014–2018
- Utah Association of Certified Public Accountants—President 2008–2009, Executive Board Member 2006–2010, Chair of Peer Review Committee 1996–1999, Chair of Tax Issues Committee 2010–2011
- Member of the Utah Valley Chamber of Commerce Board 2011–2018 (Chairman of the Board 2016) (Past Chair 2017) (Executive Roundtable 2018–present)
- Member of the State Board of Accountancy 2015–2018
- Risk Management Association—President of Utah Valley Chapter 2007–2008
- Commission for the Economic Development of Orem’s (CEDO) Incubator Board President 2006
- Member of Utah Tax Review Commission by Appointment by Governor Herbert March 2011 –2019
- Timpanogos Hospital Board of Trustees (2016–present)
- Member of Utah State University School of Accountancy Advisory Board 2010–Present
When he is not working, Tim loves to spend time with his wife, children, and grandchildren. He loves reading, golfing, hunting, fishing, exploring the outdoors, and spending time on his houseboat at Lake Powell.
Tax
Technology & Business Advisory
Wealth Management
Partners
801.225.6900801-494-6023timl@squire.com -
McCade Larsen
Paraprofessional, Technology & Business Advisory department
Area of Focus: NetSuite Integration, ERP Support
Industry Specialties: Professional Services
Education and Certificates:
- Master of Accountancy from Utah Valley University
About:
McCade loves the outdoors, camping, sports, and ATV’s. He has three children, two girls and a boy that are all under the age of 4. McCade has been married for 6 years. He is a member of AICPA.
Technology & Business Advisory
801.225.6900mccadel@squire.com -
Nathan Larsen
Partner, Wealth Management department, Tax department
Area of Focus: Financial Planning, Investment Management, Retirement Planning, Tax Compliance, Social Security & Medicare
Industry Specialties: Manufacturing & Distribution, Non-profit Organizations, Mining & Energy, Oil & Gas
Profile:
- Joined Squire & Company, PC in 2008
- Enjoys helping clients with complex tax planning and compliance
- Nathan is passionate about investment management and helps clients implement evidence-based investing
- Has experience with Corporations, Partnerships, multi-state tax compliance, and international tax reporting
- Secretary Treasurer of the Financial Planning Association of Utah
Education and Certifications:
- Bachelors of Science in Accounting, Utah Valley University 2008
- Masters of Business Administrative, Utah State University 2013
- Certified Investment Advisor Representative 2014
- Certified Public Accountant
- Personal Financial Specialist
Tax
Wealth Management
Partners
801.225.6900801-494-6076nathanl@squire.com -
Bryce Lawrence
Associate, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-228-2246brycel@squire.com -
Nicole Lee
Senior, Technology & Business Advisory Department
Technology & Business Advisory
801.533.0409nicole.lee@squire.com -
Garrett Lee
Associate, Tax department
Area of Focus: TaxProfile:- Joined Squire & Company, PC in September 2021
- Experience in preparing Individual, Partnership & Corporate Tax Returns
- Experience in Tax Research
Certifications and Education:- Master of Accountancy, Utah Valley University
About:
Garrett enjoys tennis, reading, traveling and spending time with family
Tax
801.533.0409385-420-0305garrettl@squire.com -
Mckay Lindsey
Manager, Tax department, Wealth Management department
Area of Focus: Tax planning and compliance for individuals and businesses; personal financial planning; and 401(k) plan design and administration.
Industry Specialties: Professional services, internet retailers, manufacturing and distribution
Profile:
Mckay enjoys working with and helping individuals and business owners with tax planning and compliance. Mckay especially enjoys helping new business owners navigate the complexities of tax compliance. He takes time to answer his clients’ questions and explain complex tax issues in a way that non-CPAs can understand. He is constantly thinking about new ways to help his clients and to provide solutions to their problems.
- Works in the tax and wealth advisory departments
- Enjoys helping clients solve issues and plan for the future
- Has experience in 401(k) plan design, administration, and compliance
- Registered Investment Adviser Representative with Squire Wealth Advisors, an affiliate of Squire & Company, PC
Education and Certifications:
- B.S., Utah State University
- MAcc, Utah State University
- Certified Public Accountant
- Personal Financial Specialist
Affiliations:
- Member of the American Institute of Certified Public Accountants
- Member of the Utah Association of Certified Public Accountants
About:
Mckay joined Squire in 2017 after graduating with Bachelor of Science and Master of Accountancy degrees from Utah State University.
Mckay enjoys working with individuals and small business owners and is passionate about helping them implement strategies to save taxes and plan for retirement. He loves to solve problems for clients and help them with their tax and financial planning needs.
Outside of work Mckay enjoys mountain biking, hiking, tennis, rock climbing/rappelling, traveling, kayaking, cooking, and most of all, spending time with his wife and kids.
Tax
Wealth Management
801.225.6900mckayl@squire.com -
Katie Marshall
Senior, Tax department
Area of Focus: Tax; Federal and multi-state individual and business tax planning and compliance
Industry Specialties: Direct Selling, Technology & Life Sciences
Profile:
- Katie has experience preparing individual, partnerships, s-corporations, gift and estate, and trust tax returns.
- Katie assists numerous clients to resolve federal and multi-state income tax related issues.
- She is a member of Squire’s Business Response and Recovery task force which helps clients learn and take advantage of legislature changes and uncertainty related to Covid-19.
Education and Certifications:
- Certified Public Accountant
- Bachelor of Science in Accounting – Southern Utah University
- Master of Accounting – Southern Utah University
Affiliations:
- AICPA Member
About:
Katie L. Marshall, CPA became a tax professional with Squire in September 2019. Katie excelled in her bachelors and masters’ degrees and graduated with Summa Cum Laude as well as Outstanding Accounting Student awards. She started her career in 2018 with the Utah State Tax Commission in the income tax auditing division. After a year she was awarded the Exemplary Employee Award (2018-2019). She wanted to expand her horizon into the public accounting whelm where she transitioned with Squire & Co. in the fall of 2019. Katie volunteers in various community and youth organizations. She enjoys sports and outdoor activities including pickleball, hiking, basketball, and swimming along with her husband and their dog Cooper.
Tax
801.225.6900385-500-4136katiem@squire.com -
Makenna Lockhart
Specialist, Technology & Business Advisory department
- Joined Squire & Company in May of 2022
- Experience in Customer Service, Fitness Instruction, and Child Care
- Hobbies include spending time with family and friends, being outdoors when it’s warm, and trying new food options
Education and Certifications:
- Current student at Utah Valley University (UVU) studying Exercise Science
Technology & Business Advisory
801.225.6900makenna.lockhart@squire.com -
Kenzie Lott
Paraprofessional Supervisor, Sales Tax
Area of Focus: Sales Tax Account Manager
Industry Specialties: Direct Selling
Profile:
- Employed with Squire & Company, PC since February 2018
- Interests include basketball, soccer, the beach, hiking and crocheting.
Education and Certifications:
- B.S., Brigham Young University
Technology & Business Advisory
801.225.6900801-494-6004kenziel@squire.com -
Ben Mejia
Professional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900benm@squire.com -
Jared Moon
Paraprofessional, Technology & Business Advisory department
Education and Certifications:
- Jared received his bachelor’s and master’s degrees in accounting from Brigham Young University, with a graduate minor in information systems.
- Jared also holds undergraduate minors in economics, music, and ballroom dance.
About:
Jared has a passion for automation, removing the tedious tasks from daily work that feel mundane, and helping people understand how to better utilize all the uncommon wonders of technology.
Technology & Business Advisory
801.225.6900jaredm@squire.com -
Amanda Moon
Supervisor, Technology & Business Advisory department
Area of Focus: QuickBooks
Profile:
- Joined Squire & Company in October 2015
- Enjoys getting to know a client’s business in order to deliver customized solutions
Education and Certifications:
- B.S. Accounting, Utah Valley University
- M.B.A. with an accounting emphasis, Utah Valley University
Amanda graduated Cum Laude with her BS in Accounting at Utah Valley University (UVU) and continued on at UVU to receive an MBA with an Accounting Emphasis. While at UVU, she was Beta Alpha Psi President. Amanda co-wrote a paper that was published in the UACPA’s Journal Entry about increasing gender diversity in the accounting profession. Prior to joining Squire, Amanda worked at the Small Business Development Center, assisting business owners with business plans, financial analysis, market research, and business idea validation. Amanda currently works as a Professional in the Advisory Department at Squire & Company, PC.
Technology & Business Advisory
801.225.6900801-494-6062amandam@squire.com -
Keegan Morby
Associate, Tax department
Education and Certifications:
- Keegan received his Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University in 2022
About:
Keegan Morby was awarded Bachelor of Science and Master of Accountancy degrees from Brigham Young University in 2022. After graduating, he started as a tax associate at Squire. He worked for Wilkins & Holman, CPAs from 2021 to 2022.
He enjoys playing and watching a wide variety of sports, watching movies, and playing chess.
Tax
801.533.0409keegan.morby@squire.com -
Mike Mortensen
Senior, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in January 2020
Education and Certifications:
- B.S. from the University of Utah
- MAcc from the University of Utah
Audit & Assurance
801.225.6900801-494-6056mikem@squire.com -
Michael Murdock
Supervisor, Technology & Business Advisory department
Area of Focus: Advisory
Profile:
- Joined Squire & Company, PC in April 2018
Education and Certifications:
- B.S., Brigham Young University, April 2018
- MAcc, Brigham Young University, April 2018
- Minor Information Systems
Technology & Business Advisory
801.225.6900801-494-6007michaelm@squire.com -
Jody Murphy
Paraprofessional Supervisor, Technology & Business Advisory department
Area of Focus:
QuickBooks, QuickBooks Online, Bookkeeping
Profile:
- Joined Squire & Company Advisory team May 2021
- Twenty-plus years as a bookkeeper both in the private workplace and in public accounting, working with a wide variety of businesses.
- Enjoys gardening, decorating, ATV trails, and spending time with family.
Technology & Business Advisory
801.533.0409801-228-2007jodym@sqiure.com -
Cammie Myers
Associate, Technology & Business Advisory Department
801.225.6900cammie.myers@squire.com -
Andrew Nelson
Senior Manager, Technology & Business Advisory department
Andy began working at Squire in March of 2019 and previously worked for private businesses ranging from direct sales to Tech startups. With over 13 years of industry experience, he specializes in outsourced CFO & Controller services. He also specializes in identifying and implementing technology solutions for businesses. He has experience with SQL based platforms, Great Plains & NetSuite.
Education and Certifications:
- B.S. Accounting, Utah Valley University
- MBA, Utah State University
- Certified Public Accountant
- Full Stack Developer Certification, University of Utah
Affiliations:
- American Institute of Certified Public Accountants
- Utah Association of Certified Public Accountants
Technology & Business Advisory
801.225.6900801-494-6032andyn@squire.com -
Kevin Newton
Senior, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in July 2018
Education and Certifications:
- B.S., Brigham Young University, April 2016
- MAcc, Brigham Young University, April 2016
- Certified Public Accountant
Tax
801.533.0409385-215-2819kevinn@squire.com -
Mark Nielson
Bookkeeper, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900mark.nielson@squire.com -
Eric Nord
IT Director
While attending university, Eric Nord joined an IT consulting firm and within months was offered a partner position. After 7 years of profitable and successful operation, he sold his interest in 2011.
Eric has since enjoyed full focus careers in IT Architecture, Linux and Windows administration, Java development, AWS infrastructure as code, Agile and ITSM processes, and has held several senior leadership positions professionally and as a volunteer. Often selected to execute on high visibility, strategic initiatives that organizations desperately need to be successful, Eric is adept at bringing disorganized systems into alignment, providing stability, and developing a measured pipeline for innovations that have a long-term positive impact.
People that work with Eric observe teams that are performant, that are happy, and that are focused on high-priority initiatives. To accomplish this he develops leaders by finding those that are humble, hungry, and smart, then mentors them through the ambiguity that accompanies leadership roles. Having led large teams of software developers and IT professionals, Eric knows what it takes to increase capabilities and profits in a business and how to drive value through thoughtful technology utilization and employee performance management. He wants to see you and your business succeed.
Eric is happily married, has three excellent children, and has built a life and career harnessing technology to amplify the potential of companies and the teams he works with. In his free time, he enjoys volleyball, cycling, kickboxing, marksmanship, sailing, and diving. Eric is the current record holder for the fastest completion of the competency-based MBA program through Western Governors University, completing the 2-year program in 50 days.
Administrative
801.225.6900801-494-6019ericn@squire.com -
Nate Nugent
Senior Manager, Technology & Business Advisory department
Area of Focus: NetSuite, QuickBooks Online, Expensify, Business Advisory
Industry Specialties: Direct Selling, Nonprofit, Technology & Life Sciences
Profile:
- Joined Squire & Company, PC in June 2017
- Serves as outsourced Controller for companies with $10MM+ in gross revenue
- Implements accounting systems and third-party applications for growing companies
Education and Certifications:
- B.S. in Accounting from Missouri Southern State University
- MAcc – University of Utah
Affiliations:
- Utah Association of Certified Public Accountants, member
Technology & Business Advisory
801.225.6900801-228-2073naten@squire.com -
Jamie Oldroyd
Specialist, Technology & Business Advisory department
Area of Focus: QuickBooks, QuickBooks Online
Profile:
- Joined Squire & Company, PC in January 2016
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Jamie started at Squire in 2015. She graduated with a Master of Accountancy Degree from Brigham Young University in 2016. Jamie works on advisory projects including designing and building custom reports, CRM implementation and support, QuickBooks trouble-shooting, and accounting/bookkeeping process management.
Technology & Business Advisory
801.225.6900801-228-2004jamieo@squire.com -
Stephen Olsen
Manager, Audit & Assurance department
Area of Focus: Assurance Services
Profile:
- Started at Squire & Company, PC in May 2009
- Likes playing sports and playing with his wife and two boys
Education and Certifications:
- B.S., Utah Valley University
- MAcc, University of Utah
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6071stepheno@squire.com -
Angel Paredes
Professional, Audit & Assurance department
Education and Certifications:
- B.S. from Utah Valley University
- MAcc from Utah Valley University
Angel joined Squire in May 2021 and Enjoys hiking, kayaking, and spending time with family. Angel is fluent in English and Spanish.
Audit & Assurance
801.225.6900801-228-2243angelp@squire.com -
Katrina Parker
Director, Technology & Business Advisory department
Area of Focus: Microsoft Dynamics GP
Profile:
- Joined Squire & Company in January 2014
- Enjoys working with clients to help them understand how to use technology to be more productive and efficient
- Likes to customize systems to meet the individual needs of her clients
Education and Certifications:
- BYU-studied Computer Science
- B.S. Accounting, Utah Valley University, Valedictorian
- NetSuite Foundation Certification
- Microsoft Dynamics GP Financials Certification
Katrina started at Squire in January of 2014 and is a Supervisor in the Advisory practice area. She implements, customizes and supports Microsoft Dynamics GP and NetSuite. Katrina enjoys working with clients; especially showing them how technology can help them be more productive and efficient. She specializes in implementing and customizing the software to fit the client’s business processes and expectations. Her focus is manufacturing and inventory management.
Technology & Business Advisory
801.225.6900801-494-6009katrinap@squire.com -
Katherine Perez
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900katherine.perez@squire.com -
Kristlyn Peterson
Specialist, Technology & Business Advisory department
Area of Focus: QuickBooks, Outsourced Accounting Services, Business AdvisoryProfile:- Advisory Specialist, Technology & Business Advisory department
Education and Certifications:- Bachelor of Accountancy, Brigham Young University
- Associates of Science – Business, Snow College
About:Kristlyn joined Squire as an intern in the spring of 2021 and returned full-time in January 2022, after completing her Bachelor’s degree from Brigham Young University. She is a plant mom and enjoys spending time exploring the outdoors, reading books, and dancing.Technology & Business Advisory
801.225.6900kristlynp@squire.com -
Rebecca Pickett
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900rebeccap@squire.com -
Sierra Poppleton
Marketing Coordinator
Area of Focus: Marketing
Profile:
- Employed with Squire & Company, PC since January 2019
- Interests include sports, cooking, photography, dancing, and singing.
Education and Certifications:
- Bachelor of Arts in Photography from Brigham Young University – Idaho
Administrative
801.225.6900sierrap@squire.com -
Adam Posey
Partner, Tax department
Adam worked with Pinnock, Robbins, Posey & Richins for 16 years before joining Squire in July, 2018 when the two firms merged. Adam earned his Bachelor of Science in Accounting from Utah State University and his Masters of Business Administration from the University of Utah. Adam specializes in partnership, corporation, trust, and individual income tax return preparation and planning. Adam enjoys assisting his clients with entity restructuring, business transaction planning, and small business accounting services. He focuses on helping privately held businesses, their owners, and families solve problems and reach their financial goals. Adam is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.
When not helping his clients, Adam enjoys the outdoors hiking, skiing, and fishing with his wife and children.
Tax
Partners
801.533.0409385-215-2812adamp@squire.com -
Cindy Psuik
Director, Audit & Assurance department
Area of Focus: Assurance Services
Industry Specialties: Manufacturing, Construction, Franchise Organizations, Not-for-Profit Entities
Profile:
- Joined Squire & Company, PC in 2003
- Enjoys quilting and playing the piano
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6027cindyp@squire.com -
Bonnie Purser
Administrative Assistant, Tax department
Area of Focus: Administrative Assistant
Profile:
- Bonnie enjoys spending time with her family, watching movies, listening to music, reading, writing, drawing, and spending time outdoors.
Education and Certifications:
- Bonnie attended WSU and SLCC where she studied Business Administration, Art, & Health.
- First Aid / CPR / AED Certified
Administrative
Tax
801.533.0409801-533-0409bonniep@squire.com -
Krista Rakozy
Specialist, Technology & Business Advisory department
Area of Focus: NetSuite
Industry Specialties: Software and Scripting Development
Profile:
- Employed with Squire & Company, PC since April 2020
- Interests include software automation and website development
Education and Certifications:
- B.S. from Brigham Young University
Technology & Business Advisory
801.225.69008014946075kristar@squire.com -
Mariah Ratliff
Administrative Assistant, Audit department
Administrative
Audit & Assurance
801.225.6900801-494-6016mariah.ratliff@squire.com -
Gavin Reed
System Administrator II
Administrative
801.225.6900801-494-6092gavin.reed@squire.com -
Youngsun Roberts
Supervisor, Tax department
Area of Focus: Tax
Profile:
Joined Squire & Company, PC in July 2015
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Tax
801.225.6900801-494-6052youngsunr@squire.com -
Tanner Robertson
Associate, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in July 2022
Education and Certifications:
- Bachelor of Science, Utah State University, 2022
- Masters of Accountancy: Financial Planning Emphasis, Utah State University 2022
801.225.6900tannerr@squire.com -
Adela Rodriguez
Specialist, Technology & Business Advisory department
Area of Focus: Bookkeeping
Profile:
- Joined Squire and Company September 2018
- Enjoys watching soccer/basketball and spending time with family
Education and Certifications:
- B.S. – Accounting; University of Utah
Technology & Business Advisory
801.533.0409385-215-2803adelar@squire.com -
Tawny Rodriguez
Human Resources Director
Area of Focus: Human Resources
Profile:
- Joined Squire & Company, PC in 2017
- Manage and direct the Human Resource functions and directives
Industry Specialties: Benefits, Training, Onboarding, Recruiting, Compensation
Education and Certifications:
- B.A., Brigham Young University
- MSHR, Utah State University
Affiliations:
- Society for Human Resource Management, member
Administrative
801.225.6900801-228-2065tawnyr@squire.com -
Danny Rojas
Supervisor, Technology & Business Advisory department
Area of Focus: NetSuite
Industry Specialties: Training & Consulting
Profile:
- NetSuite – Advanced Saved Searches & Reporting
- Enjoy working with ERP systems and finding ways to automate processes
Education and Certifications:
- B. S. Finance – Brigham Young University
Technology & Business Advisory
801.225.6900801-228-2076dannyr@squire.com -
Whitney Roseborough
Marketing Manager
Profile:
- Joined Squire & Company, PC in January 2019
- Experience in content marketing, graphic design, and SEO
- Interests include volleyball, cooking, traveling, and the Utah Jazz
Education and Certifications:
- B.A. in communication, Westminster College
Administrative
801.533.0409801-533-0409whitneyr@squire.com -
Lisa Rossean
Paraprofessional Supervisor, Sales Tax
Area of Focus: Sales Tax Account Manager
Technology & Business Advisory
801.225.6900lisar@squire.com -
Sheila Sawka
Manager, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in June 2013
- Member of the Audit and Assurance Services Practice Area
Education and Certifications:
- B.S., University of Utah
- MAcc, University of Utah
- Certified Public Accountant
Affiliations:
- Utah Association of Certified Public Accountants
Audit & Assurance
801.225.6900801-494-6067sheilas@squire.com -
Gavin Scott
Manager, Tax department
Tax
801.225.6900gavin.scott@squire.com -
Michelle Sheets
Administrative Assistant, Sales Tax
Area of Focus: Advisory – Administrative Assistant
Profile:
- Michelle joined Squire in November of 2016 and provides support for Managers/Supervisors/Partners/Coworkers within the Advisory Practice Area and other administrative positions in the firm.
- She is experienced in executive & business administration, office management, HR, payroll, bookkeeping, data entry, accounting, and always on the look-out to learn & develop new skills.
Education and Certifications:
• Michelle received her A.S. in Executive Administration from Provo College in 2005.
• She became certified in MS Office from New Horizons in SLC, 2010.About:
Michelle grew up in Benjamin, Utah and received her early schooling in Spanish Fork, Utah. Some of her outside office interests include culinary arts, home/office organization, storytelling, writing, drawing, music, video games and history. Michelle is often heard saying it is her job “to make the lives of others easier. If I’m not making your life easier, I’m not doing my job.”
Administrative
Technology & Business Advisory
801.225.6900801-494-69026michelles@squire.com -
Alea Simmons
Associate, Tax department
Tax
801.225.6900aleas@squire.com -
Neil Simon
Supervisor, Technology & Business Advisory department
Area of Focus: General accounting, NetSuite
Profile:
· Neil assists clients with accounting and NetSuite related issues.
· Neil’s experience with ERP Systems is primarily with NetSuite.
Education and Certifications:
· Neil received his Bachelor of Science degrees from Palm Beach Atlantic University in 1997.
About:
Neil joined Squire’s Advisory practice in 2022. Neil’s hobbies include car restoration/modification, drag racing, home improvements, and spending time with his wife and their 5 cats and 2 dogs.
Technology & Business Advisory
801.225.6900neil.simon@squire.com -
Garth Simpson
Partner, Tax department
Garth Simpson serves as a Certified Public Accountant at Squire and is a member of the tax committee and business valuation team. He assists in training and support for new staff members and is an expert in state and local tax, with an emphasis in sales tax consulting. He specializes in business and personal tax returns (S Corporation, Corporation, Partnership returns) and helps set up retirement plans, performs tax consulting, and assists in tax planning for companies with general and specific accounting questions and needs. Before coming to Squire, he earned his Bachelor of Science and Master of Accountancy from Brigham Young University.
Garth is married and has three boys, watches movies and sports, likes to go hiking and fishing, and enjoys completing puzzles.
Tax
Partners
801.225.6900801-494-6051garths@squire.com -
Chelsea Smith
Manager, Tax department
Area of Focus: Federal and state individual and business tax services; corporate income tax and accounting for income taxes under ASC 740; tax consulting and planning services
Industry Specialties: construction & real estate, technology, professional services and healthcare
Education and Certifications:
- Chelsea holds a Bachelor of Business Administration in Accounting and Master of Accountancy from Texas State University
- Certified Public Accountant
About:
Chelsea joined Squire in December 2021. Before joining Squire she spent 5 years with Atchley & Associates as a Tax Manager where she provided tax services to the Austin, Texas community in multiple industries. Prior to that, she worked as a tax accountant with Montgomery, Coscia, Griellich LLP, now Baker Tilly US, LLP. Chelsea has served clients in healthcare, construction, tech, real estate, professional services, and design. Additionally, her background includes supporting a variety of tax-exempt organizations, trade associations, political campaigns, and private foundations. Chelsea is a member of the AICPA and the UACPA and is a Texas CPA. She holds a Bachelor of Business Administration in Accounting from Texas State University and a Master of Accountancy from Texas State University.
Tax
801.533.0409385-215-2807chelseas@squire.com -
Keilan Smith
Professional, Technology & Business Advisory department
Area of Focus: Business Advisory, Controller outsourcing
Industry Specialties: Construction
Education and Certifications:
- B.S., Weber State University, April 2020
- MAcc, Southern Utah University, December 2021
About:
Keilan joined Squire & Company, PC in June 2022. He was awarded Bachelor of Science from Weber State University in 2020, and Master of Accountancy with an emphasis in Public Accounting and Taxation from Southern Utah University in 2022. While pursing his degrees he worked at FJ & Associates in their tax and audit department.
He enjoys playing sports, fishing, camping and spending time with his wife and two boys.
Technology & Business Advisory
801.533.0409keilan.smith@squire.com -
Brittany Snow
Paraprofessional, Sales Tax
Area of Focus: Sales tax Account Manager
Technology & Business Advisory
801.225.6900801-228-2239brittanys@squire.com -
Joe Spillner
Partner, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in October 2016 with four years of public accounting experience in the California Bay Area.
Education and Certifications:
- B.S., California State University: Chico
Tax
Partners
801.225.6900801-494-6088joes@squire.com -
Teresa D. Staker
Administrative Assistant, Wealth Management department
Area of Focus: Squire Wealth Advisors Account Administration
Profile:
- Joined Squire Wealth Advisory in 2013
- 401K & Pension Marketing Director 2005-2013
- 22 years experience in business administration, marketing, office management, event planning, customer service, and human resources
- Sunset View Community Council Member 2007-2011
- Scout Committee Secretary 2011-present
- Hobbies include running, bread making, crocheting, interior design, landscape design, reading, and cooking
Education and Certification:
- Advanced Business Applied Technology Training Program 1989 – Jordan Valley Technology Center
- A.S. Business Administration 1991 – LDS Business College
Affiliations:
- Friends & Neighbors of Sunset 11th Ward Bookclub
- Daughters of Utah Pioneers – 2011-present
Administrative
Wealth Management
801.225.6900801-494-6047teresah@squire.com -
Travis Steadman
Professional, Technology & Business Advisory department
Profile:
- Travis Steadman joined the Squire family in 2022.
Education and Certifications:
- Travis was awarded Bachelor of Science and Master of Accountancy degrees from Brigham Young University in 2020, and a Master of Public Accounting degree from the University of Nebraska-Lincoln in 2022.
About:
Travis is a former board member of a Utah based non-profit organization, and volunteers in his local church. He enjoys reading epic novels, playing board games with family and friends, fantasizing of one day becoming a pilot, and hiking with his wife and daughter.
Technology & Business Advisory
801.225.6900travis.steadman@squire.com -
Preston Stratford
Senior, Technology & Business Advisory department
Area of Focus: Advisory, NetSuite
Profile:
- Joined Squire & Company, PC in May 2018.
Education and Certifications:
- B.S. in Biology from Utah Valley University
- MAcc – University of Utah
Preston Graduated with a Master’s in Accounting and Information Systems from the University of Utah. He also has a bachelor’s degree in Biology from Utah Valley University. Preston assists with NetSuite implementation and support.
Technology & Business Advisory
801.225.6900801-228-2074prestons@squire.com -
Kaila Sulz
Paraprofessional Senior, Payroll & Accounting department, Technology & Business Advisory department
Area of Focus: Outsourced Accounting Services
Industry Specialties: Construction and Direct Selling
Profile:
- Join the Squire & Company Advisory team December 2017
- Has 6+ years’ experience in accounting.
- In her free time, she is traveling, hiking, camping, working on DIY projects, or hanging out with her husband and their 4 dogs.
Education and Certifications:
- Certified QuickBooks ProAdvisor
- Certified QuickBooks Online ProAdvisor
Payroll & Accounting
Technology & Business Advisory
801.225.6900kailas@squire.com -
Shara Sumnall
Manager, Technology & Business Advisory department
Area of Focus: Sales Tax
Profile:
Shara’s early work at Squire in tax, wealth management, and recruiting led her to become a valuable resource in developing an advisory Sales Tax practice. She works with a growing team of Sales Tax Account managers in their registration, filing and support responsibilities. Shara spends time advising clients with multi-state sales tax obligations and onboarding them to Squire’s sales tax services. Shara is married with three sons, plays the violin , and enjoys camping and biking in the beautiful outdoors of Utah.
Education and Certifications:
- BA in Humanities from Brigham Young University
- Masters of Business Administration, 2021
- Sales Tax Institute, Advanced Training 2020
- Member, Institute for Professionals in Taxation
Technology & Business Advisory
801.225.6900801-494-6063sharas@squire.com -
Spencer Temple
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-228-2221spencerl@squire.com -
Oren Thielen
Paraprofessional, Technology & Business Advisory department
Area of Focus: Advisory – Sales Tax
Profile:
- Oren joined Squire’s Advisory Sales Tax team in 2022
Education and Certifications:
- Associate of Applied Science in Accounting
- Certificate of Bookkeeping
- Certificate of Advanced Bookkeeping
- Certificate of Basic Tax
About:
Oren is a recent graduate with a combined four years of experience recording, analyzing, and maintaining financial data. Their degrees were conferred with honors from Yavapai College in Arizona.
In their free time, Oren enjoys reading, cryptex and Coogam wire puzzles, and spending time with their family.
801.225.6900oren.thielen@squire.com -
Michael Thiriot
Supervisor, Tax department
Profile:
- Joined Squire July 2018
- Former Tax Accountant with Pinnock, Robbins, Posey and Richins, P.C.
Education and Certifications:
- Bachelor of Science in Accounting – Weber State University (2015)
- Master of Taxation – Weber State University (2016)
Tax
801.533.0409385-215-2806michaelt@squire.com -
Brooke Thomas
Paraprofessional, Audit & Assurance department
Audit & Assurance
801.533.0409brooket@squire.com -
Kaitlyn Tuttle
Administrative Assistant, Technology & Business Advisory department
Administrative
Technology & Business Advisory
801.225.6900kaitlyn.tuttle@squire.com -
Patricia Tyler
Manager, Tax department
Area of Focus: Tax Planning and ComplianceProfile:• Joined Squire & Company in October 2021• Former Attorney Staff Writer (Tax) with LexisNexis and Tax Manager with Innovative Tax, LLC.Education and Certifications:• Bachelor of Science in Political Science and Environmental Policy – Utah State University• Juris Doctor – Pace University School of Law• L.L.M in Taxation – New York University School of LawTax
801.533.0409385-215-2818patriciat@squire.com -
Whitney Ugoh
Administrative Assistant, Technology & Business Advisory department
Administrative
Technology & Business Advisory
801.225.6900801-228-2069whitney.ugoh@squire.com -
Troy Varner
Professional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900troyv@squire.com -
Wade K. Watkins
Partner, Audit & Assurance department
Area of Focus: Outsourced controller and CFO services; audit preparation services, assurance services (audit, review, compilation and agreed-upon procedures) for private or venture-capital-backed commercial businesses, governmental entities or non-profit organizations (including Single Audits). Wade also works with Squire’s wealth advisory and management practice.
Industry Specialties: Technology & Life Sciences, Construction, Governmental and Non-Profit, including government grant compliance.
Profile: Wade is a partner in Squire’s Advisory practice area and services a number of clients as their outsourced CFO, controller, or audit preparation and assistance needs. He also is the engagement or quality control partner on several assurance engagements. He is an educational speaker to university and professional groups. Wade serves on the Executive Committee within Squire. He serves on Squire’s Recruiting Committee.
Education and Certifications:
- Bachelor of Arts and Masters of Accountancy – Weber State University, 1995
- Certified Public Accountant – licensed in Utah, District of Columbia and Hawaii
About: Wade became an advisory and assurance partner with Squire as part of its merger with Pinnock, Robbins, Posey & Richins, PC. in 2018. Wade is a member of the American Institute of Certified Public Accountants (AICPA) and the Utah Association of Certified Public Accountants (UACPA). He has served as president of the UACPA and on the leadership council of the AICPA, as well as in other leadership positions within the UACPA. Wade has also taught accounting at Weber State University. Wade recently completed two terms on the Utah Board of Accountancy.
He enjoys many outdoor activities including mountain and road biking, backpacking, hiking with his wife, children and grand children, and anyone else he can get to tag along. He has also been coaching and refereeing soccer for over 30 years.
Audit & Assurance
Technology & Business Advisory
Partners
801.533.0409385-215-2805wadew@squire.com -
Alicia Welker
Associate, Technology & Business Advisory department
Area of Focus: Technology & Business Advisory
Profile:
- Joined Squire & Company, PC in June 2021
Education and Certifications:
- B.S., Brigham Young University
About:
Alicia enjoys playing with her pups, being outside with her family, watching documentaries, and staying active.Technology & Business Advisory
801.225.6900801-228-2250aliciaw@squire.com -
Jason Wheeler
Manager, Audit & Assurance department
Area of Focus: Audit
Profile:
- Joined Squire July 2018
- Former Manager with Pinnock, Robbins, Posey and Richins, P.C.
- Jason is an audit manager within our firm and specializes in providing assurance (audit, review, compilation and agreed-upon procedures) services. He has extensive experience in auditing emerging, start-up, and closely held businesses in a variety of industries. He also specializes in governmental and not-for-profit accounting and auditing, having worked with cities, local districts, and other governmental entities.
Education and Certifications:
- Bachelor of Science in Accounting – Weber State University (1998)
- Master of Business Administration – Utah State University in (2001)
- Certified Public Accountant
Affiliations:
- Member of American Institute of Certified Public Accountants
- Member of Utah Association of Certified Public Accountants
Audit & Assurance
801.533.0409385-215-2808jasonw@squire.com -
Savannah Whetman
Professional, Technology & Business Advisory department
Profile:
• Joined Squire & Company, PC in 2021
Education and Certification:
• Bachelor of Science in Accounting – Southern Utah University.
About:
Savannah Whetman worked in banking before going back to school in Cedar City, Utah. She wanted to have the expertise to help businesses succeed. She enjoys camping, sewing, family games, budgeting, and being outside with a good book.
Technology & Business Advisory
801.225.6900801-228-2062savannahw@squire.com -
Doug Wilkins
Partner, Tax department
Area of Focus: Tax and Employee Benefit Plans
Profile:
- Joined Squire & Company, PC in January 2007
- Experienced in Corporate, Partnership, Individual, and Employee Benefit Plan Returns
- Experienced in Audits of Employee Benefit Plans
- Provides training and support for new staff members
Education and Certifications:
- Certified Public Accountant
- B.S., Brigham Young University
- MAcc, Brigham Young University
Affiliations:
- Utah Association of Certified Public Accountants, member
- American Institute of Certified Public Accountants, member
Tax
Partners
801.225.6900801-494-6057dougw@squire.com -
Brady Wilson
Associate, Tax department
Education and Certifications:- Bachelor of Science in accounting, Magna Cum Laude: Weber State University
- Master of Taxation: Weber State University
About:Brady M. Wilson joined Squire in January of 2022 after graduating with a Bachelor of Science in accounting and a Master of Taxation from Weber State University. Prior to joining Squire, Brady worked with Rasmussen & Associates, PC, a small public accounting firm, and Strata Fund Solutions, which has a since merged with Alter Domus, a fund administration firm.Brady enjoys many of the activities Utah has to offer, such as snowboarding, wakeboarding, and cycling. He is also an avid golfer and plays as often as circumstances allow.Tax
801.533.0409385-420-0303bradyw@squire.com -
Paul Winward
Partner, Audit & Assurance department
Paul joined the firm in 1996, shortly before receiving a Master of Accountancy degree from Brigham Young University. Paul has many years of auditing experience working in various industries: nonprofit organizations, governments, construction, franchising, manufacturing, and professional services. Paul’s primary area of emphasis is providing audit and related services to nonprofit organizations with local, national, and international missions. The nonprofit organizations currently served include membership societies, Utah charter schools, school district foundations, local chapters of United Way, community health centers, and international aid organizations.
Paul also supervises Squire’s Form 990 preparation team, leads the tax-exempt industry group and assists in the firm’s employee recruiting efforts. He is also an adjunct faculty member at Brigham Young University.
Paul is a member of the American Institute of Certified Public Accountants (AICPA), Utah Association of Certified Public Accountants (UACPA), Government Finance Officers Association (GFOA), Utah Nonprofit Association (UNA), and the AICPA’s Not-For-Profit Section. Paul has completed the AICPA’s Not-for-Profit Certificates I and II requiring 70 hours of training demonstrating proficiency in nonprofit accounting, governance, and IRS reporting and compliance.
Audit & Assurance
Partners
801.225.6900801-494-6031paulw@squire.com -
Stephanie Wolfley
Professional, Technology & Business Advisory department
Profile:
- Joined Squire & Company in 2021
Education and Certifications:
- MAcc, Utah Valley University
- B.S., Psychology, Brigham Young University
About:
Stephanie joined Squire’s Advisory team in May 2021. Stephanie enjoys hiking, cooking, and early morning running. She also enjoys going to book group, working on home projects, and spending time with her family.
Technology & Business Advisory
801.225.6900801-228-2242stephaniew@squire.com -
Shane Wood
Partner, Tax department
Area of Focus: Tax Consultation, Retirement Plan Design
Profile:
- Joined Squire in 1987
- Heads Tax Services group
Education and Certifications:
- B.S. BYU
- MAcc, BYU
- Certified Public Accountant
Affiliations:
- UACPA
- AICPA
Tax
Partners
801.225.6900801-494-6037shanew@squire.com -
Brie Woodbury
Associate, Audit & Assurance department
Audit & Assurance
801.533.0409briew@squire.com -
Austin Woods
Paraprofessional, Technology & Business Advisory department
Profile:
- Austin joined Squire & Company in 2022
- Austin works as a team member with the growing Sales Tax Advisory team at Squire
Education and Certifications:
- Bachelor of Science in Healthcare Administration degree from Brigham Young University-Idaho in 2018
Technology & Business Advisory
801.225.6900austin.woods@squire.com -
Gretchen Young
Firm Administrative Assistant
Area of Focus: Firm Administration
Profile:
- Joined Squire & Company, PC in December 2019
Education and Certifications:
- B.A., Media Arts, Brigham Young University
About:
Gretchen grew up down the street from Squire and Company, never imagining she’d one day work there. Gretchen attended Brigham Young University and graduated in 2014 with a Bachelor of Arts degree in Media Arts, with an emphasis in film editing and critical thinking. Gretchen joined Squire in 2019 as the Firm Administrative Assistant where she uses her skills of organization, sensitivity to detail, and analysis to assist in firm-related responsibilities. In her personal life, Gretchen enjoys creating art and illustrations, learning new skills, reading and writing, and being cozy.
Administrative
801.225.6900801-228-2063gretcheny@squire.com -
Marissa Zwahlen
Administrative Assistant, Technology & Business Advisory department
Administrative
Technology & Business Advisory
801.225.6900marissa.zwahlen@squire.com
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