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
HR 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
Paraprofessional Senior, Bookkeeper, Payroll & Accounting department, Technology & Business Advisory department
Area of Focus: QuickBooks, QuickBooks Online, NetSuite, Bookkeeping
Industry Specialties: Direct Selling
Profile:
- Joined Squire and Company in 2018
- Enjoys volleyball, hiking, traveling and all sporting events
Education and Certifications:
- B.A.; Northwest University
Technology & Business Advisory
801.225.6900801-228-2055ashleya@squire.com -
Jennifer Amos
Advisory Professional, Technology & Business Advisory department
Area of Focus: Advisory
Industry Specialties: Construction
Profile:
- Joined Squire & Company, PC in September 2017
- Experience with sales/use, excise, and payroll tax in multiple states
- Enjoys researching and working with companies to find the best solutions for them
Education and Certifications:
- BS in Accounting from Westminster College
- MBA from University of Phoenix
- Senior Thesis on Sarbanes-Oxley compliance for information technology professionals
- Certified QuickBooks Online ProAdvisor
- Certified QuickBooks Desktop ProAdvisor
- Certified QuickBooks Enterprise ProAdvisor
Affiliations:
- Utah Association of Certified Public Accountants, member
- Orem Division of Kiwanis, member
Technology & Business Advisory
801.225.6900801-494-6095jennifera@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 -
Marc Andrus
Manager, 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
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
Tax Paraprofessional, Tax department
Tax
801.225.6900801-228-2079karaa@squire.com -
Dwayne Asay
Partner, Wealth Management 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
Profile:
- Joined Squire & Company in February 2021
- Originally from the Chicago Suburbs
- Experience in Administrative assisting, data entry, proofreading & content editing, event planning & scheduling, and much more
- Enjoys helping others progress and succeed
- Favorite Quote: “The only thing that light needs to do in order to defeat the darkness is exist.” – Cameron Dokey
Education and Certifications:
- B.S. Health Science
Administrative
Tax
801.533.0409801-228-2347tamara@squire.com -
Ali Averett
Tax Associate, 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 -
Ray Bartholomew
Retired Partner, Audit & Assurance department
Area of Focus: Assurance Services
Industry Specialties: Local Governments, School Districts, Nonprofit Organizations, Mortgage Bankers and Small Business
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Affiliations:
- Accounting and Reporting Practices Committee of Utah Association of School Business Officials, member
- Special Review Committee of the Government Finance Officers Association, member
Audit & Assurance
801.225.6900801-494-6024rayb@squire.com -
Devan Bartholomew
Audit Supervisor, 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 -
Malary Bartholomew
Administrative Assistant
Area of Focus: Administrative Assistant to the Advisory Department
Industry Specialties: Construction
Profile:
- Employed with Squire & Company, PC since June 2018
- Interests include reading, cooking, and listening to podcasts
Education and Certifications:
- B.A., Brigham Young University
Administrative
Technology & Business Advisory
801.225.6900801-494-2060malaryb@squire.com -
Ross Barton
Audit Professional, 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 -
Kevin Baugh
Manager & Practice Area Administrator, Technology & Business Advisory department, Administrative 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
Tax Associate
Tax
801.225.6900801-228-2053kodyb@squire.com -
Daniel Beaudoin
Tax Professional
Area of Focus: Taxation
Profile:
- Joined Squire & Company, PC in March of 2019
- Musician; plays bass guitar in rock, jazz, and funk groups around Salt Lake City.
Education and Certifications:
- Bachelors of Science in Accounting – University of Utah
- Masters of Taxation – Weber State University
Tax
801.533.0409385-420-0305danielb@squire.com -
Jim Beaudoin
Retired Partner, Tax department
Professional Experience:
Partner and Shareholder, Squire & Company, PC
July 2018 – Present
Provide income and estate tax planning and preparation services for individuals, families, and privately-owned companies. Special expertise in trust tax and estate tax planning and compliance services
President and Shareholder, Pinnock, Robbins, Posey & Richins, PC
August 2000– June 2018, Salt Lake City, Utah
Provided income and estate tax planning and preparation services for individuals, families, and privately-owned companies. Special expertise in trust tax and estate tax planning and compliance services. Independent advice regarding financial planning, retirement planning and stock options analysis.
Wells Fargo
September 1998– June 2000, Salt Lake City, Utah
Provided income tax, estate tax, and financial planning advice to high income, high net worth, and business owner clients of the Private Bank.
Director of Tax with KPMG
July 1983– August 1998, Salt Lake City, Utah
Provided advice regarding income tax and estate tax reduction strategies and tax return preparation services for individuals, families, and businesses.
Specialties
Income tax planning and tax return preparation for individuals and businesses.
Estate tax and trust tax planning and tax return preparation.
Independent financial planning and retirement sufficiency analysis.
Compensatory stock option planning.
Tax planning and analysis for the sale or purchase of a business or major asset.Professional Affiliations and Activities:
Salt Lake Estate Planning Council
Served as president and in other positions for seven years. Responsible for managing the leading estate planning professional educational organization in Utah.
Financial Planning Association
Utah Chapter. Past president and chairman wherein I was responsible for the running of the local chapter whose membership is drawn from multiple professional disciplines involved in the financial planning process.
Utah Association of Certified Public Accountants
Volunteered for three years and served as committee co-chairman to organize the two-day annual Tax Symposium.
Education and Certifications
- Masters of Accountancy (Taxation), cum laude, Brigham Young University, April 1983
- Certified Public Accountant
Testimony:
I enjoy using my skills, talents, and experiences to help people achieve their personal and business financial objectives. My personal goal is to be one of the best income tax and estate tax advisors in the marketplace and to be responsive to my clients’ needs.
Tax
801.533.0409385-215-2807jamesb@squire.com -
Meredith Benns
Administrative Assistant, Technology & Business Advisory Department
Administrative
Technology & Business Advisory
801.533.0409385-420-0306meredithb@squire.com -
Drew Bigler
Manager, 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 -
Alex Blackham
Tax Professional, Tax department
Area of Focus: Tax: Business and Personal Returns.
Industry Specialties: MEWA Filings/M-1 Forms.
Profile:
- Joined Squire & Company, PC in January 2018
- Award winning pianist and piano teacher
Education and Certifications:
- S., Utah Valley University
- MAcc, Utah Valley University
Tax
801.225.6900801-228-2019alexb@squire.com -
Jill Blackham
Paraprofessional Senior, 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
Advisory Paraprofessional
Technology & Business Advisory
801.225.6900801-494-6074tylerb@squire.com -
Mitch Bolen
Advisory Senior, 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
Advisory Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-228-2059kadenb@squire.com -
Courtney Booke
Senior Accountant, 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 -
Susan Brady
Administrative Assistant, Audit & Assurance department, Administrative department
Area of Focus: Assistant to the Audit Department
Profile:
- Started with Squire in Feb. 2009
- 18 years experience as Office Manager for family business.
- Enjoys photography, crocheting, reading, and spending time with family, especially grandchildren.
Education and Certifications:
- Associate Degree from Ricks College
Administrative
Audit & Assurance
801.225.6900801-494-6068susanb@squire.com -
Emma Brady
Paraprofessional, Technology & Business Advisory department
Technology & Business Advisory
801.225.6900801-228-2061emmab@squire.com -
Zach Brady
Audit Professional, Audit & Assurance department
Area of Focus: Audit Professional
Profile:
- Joined Squire & Company, PC in June 2017
Education and Certifications:
- B. S., Brigham Young University, April 2017
- MAcc, Brigham Young University, April 2017
- Minor Information Systems
- Certified Public Accountant
Audit & Assurance
801.225.6900801-228-2066zacharyb@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 -
Cory Brouhard
Tax Manager, Tax department
Area of Focus: Tax Planning and Compliance
Profile:
- Joined Squire & Company in July 2018
- Former Senior Tax Manager with Pinnock, Robbins, Posey and Richins, P.C.
Education and Certifications:
- Certified Public Accountant
- Bachelor of Science in Finance – California State University, Sacramento
- Bachelor of Science in Accounting – Boise State University
- Master of Science in Taxation – Golden Gate University
Affiliations:
- Utah Association of Certified Public Accountants, member
- American Institute of Certified Public Accountants, member
Tax
801.533.0409385-215-2815coryb@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 -
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 -
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 -
Pam Butterfield
Advisory Supervisor, Technology & Business Advisory department
Area of Focus: Advisory Services
Profile:
- Joined Squire & Company, PC in 2018 with Pinnock Robbins Posey & Richins
- Enjoys reading, quilting, and spending time with family and friends
Education and Certifications:
- B.S., Brigham Young University
- Certified Public Accountant
Affiliations:
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accounts, member
Technology & Business Advisory
801.533.0409385-215-2809pamb@squire.com -
Sarah Campbell
Marketing
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 -
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 -
Tim Christensen
Retired Partner, Wealth Management department, Tax department
Area of Focus: Financial Planning, Tax and Estate Planning, Investment Management, Insurance Planning, and Charitable Giving Strategies
Profile:
- Past Member of Orem City Council
- Past Chair with Commission for Economic Development in Orem
- Past Board Member – Provo/Orem Chamber of Commerce
- Past member of the planned giving advisory councils for BYU, UVU, and the United Way
Education and Certifications:
- Master of Accountancy-Tax Brigham Young University 1983
- Personal Financial Specialist-AICPA 2000
- Investment Advisor Representative-2000
- Series 65 and 66-SEC 2000
- Health and Life Insurance – State of UT 2009
- Accredited Estate Planner – National Association of Estate Planners & Councils 2010
- Certified Public Accountant
Affiliations:
- Member Utah Valley Estate Planning Advisory Council
- Member American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants
- Member Utah Association of Certified Public Accountants political action committee
- Legacy Member of the BYU Cougar Club
Tax
Wealth Management
801.225.6900801-494-6043timc@squire.com -
Kristi Christiansen
Paraprofessional Senior, 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
Tax Senior, Tax department
Area of focus: Corporate, Partnership, and Individual tax returns; Bookkeeping
Industry Services: None yet
Profile:
- Joined Squire & Company, PC as an intern in 2015 and full-time since July 2018
- Enjoys reading, watching movies, and playing board games
- CPA Licensed
- Information Systems Certificate
Tax
801.533.0409385-215-2813carlyc@squire.com -
Charlotte Clark
Manager, Tax department
Charlotte is a Certified Public Accountant and a Certified Valuation Analyst. She is also accredited in business appraisal review. With over 20 years on the Squire team, she enjoys being able to help people keep more of their hard-earned money for themselves and their families. She finds meaning in helping people understand how to build value in their businesses. Before joining the Squire team, she graduated from Brigham Young University with a bachelor’s degree in accounting. In 2019, Charlotte was recognized as an Outstanding Member by the National Association of Certified Valuators and Analysts where she has previously served on both their National Ethics Oversight Board and their National Standards Board. Currently Charlotte is the treasurer of the Provo Rotary Club. She spends much of her free time with community involvement.
Tax
801.225.6900801-494-6011charlottec@squire.com -
Ashlyn Cobb
Tax Senior, Tax department
Tax
801.225.6900801-494-6058ashlynb@squire.com -
Kilee Cook
Paraprofessional, Sales Tax, Technology & Business Advisory Department
Area of Focus: Sales Tax Account Manager
Profile:
- Joined Squire & Company, PC in March 2020
- Interests include helping run her family’s cattle ranch, gardening, canning, decorating, and spending time with family and friends
Education and Certifications:
- A.S., Southern Utah University
Technology & Business Advisory
801.225.6900801-494-6022kileec@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 -
Jill Corrigan
Tax Supervisor, Tax department
Area of Focus: Tax Services
Profile:
- Joined Squire & Company, PC in 2018 with Pinnock Robbins Posey & Richins
- Enjoys reading, hiking, and spending time with family and friends
Education and Certifications:
- B.A., California State University, Long Beach
- B.S., University of Utah
- MAcc, University of Utah
- Certified Public Accountant
Affiliations:
- American Institute of Certified Public Accountants, member
- Utah Association of Certified Public Accounts, member
- Nonprofit Committee Member, UACPA
- Board Member, Salt Lake Estate Planning Council
- Finance Committee Member, Make-A-Wish Foundation, Utah Chapter
Tax
801.533.0409385-215-2818jillc@squire.com -
Kevin Crump
Audit & Tax Manager, Audit & Assurance department, Tax department
Kevin Crump, a long-time audit and tax manager with Nievaard, Kofoed & Teran PC, is a member of the PRPR client service team. Kevin has 26 years’ 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.
Certifications:
- Certified Public Accountant
Audit & Assurance
Tax
801.533.0409385-215-2802kevinc@squire.com -
Kaylyn Curtis
Advisory Paraprofessional, Technology & Business Advisory department
Area of Focus: Advisory, Bookkeeping
Profile:
- Joined Squire and Company in 2019
- Enjoys Cross-fit, nutrition, golfing, and spending time with family
- Kaylyn and her husband have two children and three dogs
Education and Certifications:
- Bachelor of Science from Utah Valley University
- Master of Business Administration from Utah Valley University
Payroll & Accounting
Technology & Business Advisory
801.225.6900801-494-6092kaylync@squire.com -
Blake Davis
Audit Professional, Audit & Assurance department
Area of Focus: Audit
Profile:
Blake has been with Squire since 2018 with experience in financial and SOC audits in a variety of industries (primarily with technology and life sciences). He originally began his career at Ernst and Young with a specialization in large, tech corporations in SOX compliance.
Education and Certifications:
- Certified Public Accountant (CPA)
- B.A. from Brigham Young University (BYU)
Affiliations:
- American Institute of Certified Public Accountants
Audit & Assurance
801.225.6900801-228-2077blaked@squire.com -
Jacqueline Davis
Administrative Assistant, Administrative Department
Area of Focus: Managing the front desk
Profile:
- Joined Squire & Company in January 2021.
- Enjoys hiking, camping, road trips, traveling, and dancing.
Education and Certifications:
- A., Brigham Young University
Administrative
801.225.6900jacquelined@squire.com -
Garrett Dyches
Advisory Supervisor, 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 -
Cynthia Edwards
Paraprofessional/Bookkeeper, 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)
- Manages the implementation of NetSuite 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 -
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Benjamin Everitt
Tax Supervisor, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in May 2016
Education and Certifications:
- B.S., Brigham Young University
- MAcc, Brigham Young University
- Certified Public Accountant
Tax
801.225.6900801-494-6098benjamine@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
Tax Associate, Tax Department
Tax
801.225.6900lindseyf@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 -
Tara Froisland
Administrative Assistant, Administrative department, 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
Senior, 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
Manager, 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 -
Alexis Gervasi
Administrative Assistant, Administrative department, 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 -
Courtney Gillman
Tax Professional, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in January 2019
Education and Certifications:
- B.S., Utah Valley University
- Certified Public Accountant (CPA)
Tax
801.225.6900801-494-6072courtneyg@squire.com -
Drew Gordon
Audit Professional, Audit & Assurance department
Audit & Assurance
801.225.6900201-228-2078drewg@squire.com -
Allison Goulais
Paraprofessional, Sales Tax
Technology & Business Advisory
801.533.0409allieg@squire.com -
Jennie Greene
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
Manager, 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
801.225.6900801-494-6065kyleg@squire.com -
Chrissy Hannemann
Advisory Associate, Technology & Business Advisory
Area of Focus: Advisory
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
801.533.0409385-420-0304christineh@Squire.com -
Katelyn Hannifin
Tax 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 -
Sarah Harker
Senior Accountant, 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 -
Thomas Hezseltine
Supervisor, Audit & Assurance department
Profile:
- Joined Squire & Company, PC in June 2014
- Enjoys fishing, watching sports, and being outdoors
Education and Certifications:
- B.S., University of Utah
- MAcc, University of Utah
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6090thomash@squire.com -
Ramona Hillman
Administrative Assistant, Administrative department
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:
- 10 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 mulitple 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
Administrative Assistant, Technology & Business Advisory department, Administrative department
Area of Focus: Administrative Assistant
Profile:
- Joined Squire & Company in July of 2019
- Experiance 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
Administrative
Technology & Business Advisory
801.225.6900801-494-6017laurenh@squire.com -
Sierra Hoggatt
Tax Associate
Tax
801.225.6900801-228-2067sierrah@squire.com -
Tiffany Hoglund
Administrative Assistant, Tax department, Administrative 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 -
Greg Hyde
Partner, Tax department, Wealth Management 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: Tax, Wealth Advisory
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
- He is an educational speaker to employee and professional groups
- He assists numerous clients with tax and financial planning and related income tax compliance issues.
Education and Certifications:
- Greg received his Bachelor of Science and Masters’ of Accountancy degrees from Brigham Young University in 1997
- Certified Public Accountant
Affiliations:
- Greg is the past president and current board member 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
About:
Greg O. 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’s practice focuses on 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. Greg serves a number of closely held businesses and their owners, executives and professionals, and high-net-worth and high-income individuals. Greg is also the leader of Squire Wealth Advisors in its Salt Lake City office and enjoys the opportunity 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, and assists numerous clients with tax and financial planning and related income tax compliance issues.
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 -
Julianne Jennings
Advisory ParaprofessionalAdvisory Paraprofessional, Technology & Business Advisory department
Area of Focus: QuickBooks. QuickBooks Online, Bookkeeping
Education and Certifications:
- A. Utah Valley University (History)
- Bookkeeping Certification from the National Bookkeepers Association
Technology & Business Advisory
801.225.6900801-228-2071juliannej@squire.com -
Trae Johansson
Audit Professional, 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
Wealth Advisor
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 -
Alfred J. Kofoed
Tax Manager, Tax department
Area of Focus: Audit, Tax & Business Consulting
Profile:
- Joined Squire July 2018
- Pinnock, Robbins, Posey and Richins, PC Purchased by Audit, Tax and Consulting practice May 2016
- Former Partner of Nievaard, Kofoed, Teran, PC (1992 -April 2016)
- Former partner of Tebbs & Smith PC (1974 – 1992)
- Senior with Arthur Anderson, Los Angeles office (1971 – 1974)
- Industry focus: construction, wholesale and distributing, profit sharing plans, employee health and welfare benefit plans, not-for-profit, associations.
Education and Certifications:
- Bachelor of Art in Accounting – Weber State University
- Certified Public Accountant
Affiliations:
- Member of American Institute of Certified Public Accounts
- Member of Utah Association of Certified Public Accounts
Interests: cycling, sailing, skiing, backpacking, bowling and photography
Tax
801.533.0409385-215-2811alfredk@squire.com -
Colton Kreth
Advisory Professional, Technology & Business Advisory department
Area of Focus:
Outsourced Controller Services for Private and Publicly Traded Companies, Audit and Review Preparation Assistance, Microsoft Dynamics 365 Business Central Implementation Specialist and Project Manager, Litigation Support, COVID-19 Response Team.
Industry Specialties:
Technology, Life Science, Manufacturing, Wholesale and Distribution industries.
Profile:
- Helps Client accounting teams with month close tasks, automation and financial analysis.
- Aid Client accounting teams with audit and review preparation in order to be compliant with government regulatory requirements or debt covenants.
- Analyzes client’s business process requirements and advises clients relating to the best ERP system for their business processes.
- Implement Microsoft Dynamics 365 Business Central.
- Lead and manage Microsoft Dynamics 365 Business Central implementation teams
- Support attorney’s who may need accounting-based assistance as part of litigation.
- Created resources for staff and clients relating to COVID-19 loan options.
- Communicate, manage work and assist COVID-19 client work.
Education and Certifications:
- B.S., Dixie State University
- MAcc., University of Utah
- Other Certifications coming soon.
Affiliations:
- Utah Association of Certified Public Accountants
- American Institute of Certified Public Accountants
- MountainWest Capital Network, Member
Technology & Business Advisory
801.533.0409385-215-2840coltonk@squire.com -
Austin Kunz
IT Support, Administrative department
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:
- S., Snow College
Administrative
801.225.6900801-494-6097austink@squire.com -
Kirsten LaKose
Administrative Assistant, Audit 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
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
Partners
801.225.6900801-494-6023timl@squire.com -
McCade Larsen
Advisory Paraprofessional
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 -
LaGrand Lauritzen
Supervisor, Audit & Assurance department
Area of Focus: Assurance Services
Education and Certifications:
- B.S., Southern Utah University
- MAcc, Southern Utah University
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6036lagrandl@squire.com -
Nichole Leatham
Administrative Assistant, Tax Department
Area of Focus: Administrative Assistant
Profile:
- Joined Squire & Company in January 2021
- Experience in Administration, Office Management, Event Planning, and Client Relations
- Hobbies include camping, boating, and all things music related.
Administrative
Tax
801.225.6900nicholel@squire.com -
Ryan Lee
Audit Associate
Area of Focus: Audit
Profile:
- Joined Squire & Company, PC in January 2020
- Enjoys spending time with family, running and playing sports
Education and Certifications:
- B.S., Accounting, Utah State University
- MAcc, Utah State University
Audit & Assurance
801.533.0409385-500-4135ryanl@squire.com -
Mckay Lindsey
Tax Senior, Tax department, Wealth Management department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in January 2017
- Advisor with Squire Wealth Advisors
- Experience with Enterprise Zone tax credits
Education and Certifications:
- B.S., Utah State University
- MAcc, Utah State University
- Certified Public Accountant
- Investment Advisor Representative
Affiliations:
- Member of the American Institute of Certified Public Accountants
- Member of the Utah Association of Certified Public Accountants
Wealth Management
801.225.6900mckayl@squire.com -
Katie Marshall
Tax Associate, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company in September, 2019
- Former Income Tax Auditor for the State of Utah Tax Commission
- Hobbies include swimming, basketball, reading and playing games with family and friends
Education and Certifications:
- Certified Public Accountant
- Bachelor of Science in Accounting – Southern Utah University
- Master of Accounting – Southern Utah University
Affiliations:
- AICPA Member
Tax
801.225.6900385-500-4136Katiel@squire.com -
Tony Lopez
Advisory Supervisor, Technology & Business Advisory department
Area of Focus: Advisory Services
Profile:
- Over 10 years of accounting experience including CFO/Controller positions
- Experience working with companies that range from billion dollars in revenue to startups surviving on investments
Education and Certificates:
- BA in Accounting; Utah State University
- MBA; Westminster College
Technology & Business Advisory
801.533.0409385-420-0303tonyl@squire.com -
Kenzie Lott
Paraprofessional, Sales Tax, Technology & Business Advisory Department
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 -
Samantha Lowe
Advisory Senior, Technology & Business Advisory Department
Area of Focus: Outsourced Controller/Accounting and Business Advisory
Industry Specialties: Direct Selling, Professional Services
Profile:
Samantha has been with Squire since January 2015 where she started as an intern and continued working in the advisory department while completing her Masters of Accountancy from Brigham Young University. She left Squire for a brief period in 2019 to work as a controller for a healthcare group, but returned back to Squire in early 2020.
During her time with Squire, Samantha has primarily focused on providing outsourced accounting and controller services to direct selling and professional service companies. She enjoys helping companies establish systematized accounting processes to make the accounting a help rather than pain point for companies. She has experience in both QuickBooks and NetSuite.
Education and Certifications:
- Masters of Accountancy, Brigham Young University
- Certified Public Accountant
- QuickBooks ProAdvisor, Desktop and Online
Technology & Business Advisory
801.225.6900samanthal@squire.com -
Matthew Magistro
Firm Administrator
Administrative
801.225.6900801-494-6048mattm@squire.com -
Ellen McLaughlin
Advisory Administration Assistant
Profile:
- Joined Squire September 2020
Education and Certifications:
- B.A., Texas A&M University
Administrative
Technology & Business Advisory
801.533.0409385-215-2821ellenm@squire.com -
Ben Mejia
Advisory Associate
Technology & Business Advisory
801.225.6900benm@squire.com -
Amanda Moon
Advisory 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 -
Mike Mortensen
Audit Associate
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
Advisory Professional, Technology & Business Advisory department
Area of Focus: Advisory Paraprofessional
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 -
Andrew Nelson
Advisory Manager, Technology & Business Advisory department
Andrew 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
Tax 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 -
Nate Nugent
Advisory 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
Advisory Senior, 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 -
Jill Ottley
Tax Professional, Tax department
Area of Focus: Tax
Profile:
- Joined Squire & Company, PC in January 2018
- Experience in Corporate, Partnership, & Individual Tax Returns
- Experience in Tax Research
- Enjoys hiking, reading, and spending time with family
Certifications and Education:
- Certified Public Accountant
- Master of Accountancy Degree, Utah Valley University
Affiliations:
- MAcc Mentorship Program, Utah Valley University
Tax
801.225.6900801-494-6089jillo@squire.com -
Lorri Anne Pack
Audit Professional, Audit & Assurance department
Area of Focus: Audit Associate
Profile:
- Employed with Squire & Company, PC since May 2019
- Interests include gourmet cooking, reading, and skiing
Education and Certifications:
- A., University of Utah
- MAcc, University of Utah
Audit & Assurance
801.533.0409385-419-4120lorrip@squire.com -
Katrina Parker
Manager, 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 -
Sierra Poppleton
Administrative Assistant, Audit & Assurance department
Profile:
- Employed with Squire & Company, PC since January 2019
- Interests include sports, cooking, photography, dancing, singing, and trying every DIY project possible.
Education and Certifications:
- A. in Art from Brigham Young University- Idaho
Administrative
Audit & Assurance
801.225.6900801-494-6018sierrap@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 -
Cameron Prestwich
Audit Professional, Audit & Assurance department
Profile:
- Employed with Squire & Company, PC since May 2019
- Interests include Camping, Sports, Board Games, and Water Sports
Education and Certifications:
- MAcc, Brigham Young University
- Passed both sections of the CMA (Certified Management Accountant) Exam
Audit & Assurance
801.225.6900801-494-6067cameronp@squire.com -
Susan Provost
Paraprofessional, Sales Tax, Technology & Business Advisory Department
Area of Focus: Sales Tax Account Manager
Profile:
- Joined Squire & Company in September 2020 after working 20 years as an Office and Billing Manager in the healthcare industry. She joins the Sales Tax team as a Sales Tax Account Manager.
- Her interests include reading, leathercraft, camping, and UTV trail riding.
Technology & Business Advisory
801.533.0409susanp@squire.com -
Cindy Psuik
Manager, 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
- Enjoyed 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
Advisory Paraprofessional
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 -
Reva Renner
Supervisor, Audit & Assurance department
Area of Focus: Assurance Services
Profile:
Insustry Specialties:
Provides audit and assurance services for non-profit entities and governments, including charter schools, school districts, and education foundations.
Education and Certifications:
- B.S., Brigham Young University
- MAcc, University of Phoenix
- Certified Public Accountant
Audit & Assurance
801.225.6900801-494-6013revar@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 -
Jared Roberts
Network Administrator, Administrative department
Area of Focus: Squire Network Administrator
Administrative
801.225.6900801-494-6019jaredr@squire.com -
Adela Rodriguez
Advisory Associate, 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:
- S. – Accounting; University of Utah
Technology & Business Advisory
801.533.0409385-215-2803adelar@squire.com -
Tawny Rodriguez
Human Resources Director, Administrative department
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
Advisory 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 Coordinator
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 Senior, Sales Tax, Technology & Business Advisory Department
Technology & Business Advisory
801.225.6900lisar@squire.com -
Chase Saddleback
Senior, Technology & Business Advisory department
Area of Focus: Advisory
Profile:
- Joined Squire & Company, PC in January 2017
Education and Certifications:
- B.S. in Accounting – Utah Valley University
- MAcc – University of Utah
Chase started at Squire & Company, PC in January 2017. He came to Squire after completing the MAcc program at the University of Utah in December 2016. While in the Master’s program, Chase worked as an Internal Controls intern at Savage Services Corporation. Before going to the MAcc program, Chase received his bachelor’s degree at Utah Valley University. As this is his first year in public accounting, he plans to receive his CPA and has been studying for the exam in his spare time.
Technology & Business Advisory
801.225.6900801-494-6008chases@squire.com -
Amber Saunders
Executive Administrative Assistant
Administrative
801.225.6900ambers@squire.com -
Sheila Sawka
Supervisor, 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 -
Michelle Sheets
Administrative Assistant, Technology & Business Advisory Department
Area of Focus: Administrative Assistant
Profile:
- Joined Squire November 2016
- Experience in Executive Administration, HR, payroll, bookkeeping, data entry and accounting
- Interests include, culinary arts, home/office design and organization, storytelling and history.
Education and Certifications:
- A.S., Provo College
- Certified in MS office, New Horizons SLC
Administrative
Technology & Business Advisory
801.225.6900801-494-69026michelles@squire.com -
Garth Simpson
Manager, 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
801.225.6900801-494-6051garths@squire.com -
Joe Spillner
Tax Manager, 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
801.225.6900801-494-6088joesphs@squire.com -
Teresa D. Staker
Administrative Assistant, Wealth Management department, Administrative 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 -
Allison Steed
Tax Associate
Area of Focus: Tax
Profile:
- Joined Squire & Company in May, 2020
- Hobbies include hiking, baking and spending time with family and friends
Education and Certifications:
- B.S. from Dixie State University
- MAcc from the University of Utah
Tax
801.533.0409allisons@squire.com -
Caleb Stephens
Advisory Staff
Technology & Business Advisory
801.225.6900calebs@squire.com -
Preston Stratford
Advisory Professional, 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
Bookkeeper, 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
Sales Tax Manager, Technology & Business Advisory department
Shara Sumnall is a Sales Tax Supervisor in the business advisory practice area. Her 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. She received her Bachelor of Arts degree from BYU in Humanities and is currently pursuing an accounting degree at UVU. Shara is married with three sons, plays the violin , and enjoys camping and biking in the beautiful outdoors of Utah.
Technology & Business Advisory
801.225.6900801-494-6063sharas@squire.com -
Michael Thiriot
Tax 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 -
Brad Van Wagenen
Professional, Technology & Business Advisory department
Area of Focus: Advisory
Profile:
- Joined Squire & Company, PC in December 2019
- Experience in Accounting and Bookkeeping, Project Management, Website and Software Development, and Information Systems
Education and Certifications:
- B.S., Accounting, Brigham Young University
Technology & Business Advisory
801.225.6900801-228-2054bradv@squire.com -
Troy Varner
Advisory Associate
Technology & Business Advisory
801.225.6900troyv@squire.com -
Wade K. Watkins
Partner, Audit & Assurance department
Wade K. Watkins joined Squire in July 2018 after having worked for 19 years with Pinnock, Robbins, Posey & Richins, PC. Wade is a Certified Public Accountant in Utah, Washington, D.C., and Hawaii. He received his Masters in Professional Accountancy and Bachelor of Science degrees from Weber State University in 1996.
Wade is an advisory and audit partner at Squire and specializes in providing outsourced controller and CFO services, sales tax assistance, and assurance services (audit, review, compilation, and agreed-upon procedures). He has extensive experience in private or venture-capital-backed commercial businesses, governmental entities, and non-profit organizations.
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 is currently serving as Chairman of the Utah Board of Accountancy.
Audit & Assurance
Technology & Business Advisory
Partners
801.533.0409385-215-2805wadew@squire.com -
Jason Wheeler
Audit 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 -
Richard Wilcock
Tax Manager, Tax department
Area of Focus: Partnerships, Corporations, Individual and small business development.
Profile:
- Worked in the tax department for Piercy Bowler Taylor & Kern in Las Vegas
- Work for Goldman Sachs in the State and Local Tax Department in Salt Lake City
- Enjoy spending free time with my family camping, fishing and attending my kids sporting and school events.
- Strive to be accessible to clients in order to address the client’s needs.
Education and Certifications:
- CPA (Nevada & Utah)
- Bachelor Spanish/Minor business – BYU
- Bachelor Accounting – UVSC
Affiliations:
- Member of Spanish Fork Chamber of Commerce
Tax
801.225.6900801-494-6072richardw@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 -
Luiza Willardson
Paraprofessional, Sales Tax, Technology & Business Advisory Department
Technology & Business Advisory
801.225.6900801-494-6088luizaw@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 -
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 -
Gretchen Young
Firm Administrator, Administrative department
Area of Focus: Firm Administration
Profile:
- Joined Squire & Company, PC in December 2019
- Enjoys reading, Researching, writing, illustration, film, learning new art techniques, and being cozy
Education and Certifications:
- B.S, Media Arts, Brigham Young University
Administrative
801.225.6900801-228-2063gretcheny@squire.com

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