Blog

Squire provides complete and personalized tax management and planning solutions to meet your needs.

Blog

Squire provides complete and personalized tax management and planning solutions to meet your needs.

Are You Utilizing All the Services That Squire Offers?

When people think of Squire, they think accounting and business services. But what does that entail? There are services within our services! We specialize in several different industries: professional services, construction, direct selling, government, technology, life sciences, non-profit, and manufacturing & distribution. If your needs don’t fall within these categories – don’t be worried. Squire has a large portfolio and leading expertise and experience serving all clients from start-up companies to large corporations in any industry.

Tax

Experienced tax professionals at Squire will work to provide you with unrivaled service and attention. You can depend on our certified tax professionals to provide accurate, timely and proactive guidance. We will work one-on-one with you and provide personalized recommendations of how to minimize the cost associated with taxes. We can help with:

  • Tax preparation
  • Tax consulting
  • Estate & gift planning
  • Retirement

We even have a tax planning guide to help you along the way!

Audit & Assurance

Squire & Company, PC isn’t your typical auditing service. We’re partners in your success—combining friendly, accommodating service and valuable insight to:

  • Improve your business strategy
  • Better manage your information
  • Renovate your internal controls
  • Prepare financial reports
  • Audit historical financial statements
  • Prepare prospective financial statements
  • Produce special attestation reports

Squire’s audits are scalable to meet individual needs and sets of standards. Even if your company doesn’t require a formal audit, we are here to provide a review or an agreed upon procedure engagement that serves as an alternative for those looking for accountability, transparency, and assurance in their financial statements.

We take the reins and make your life as easy as possible by doing the heavy lifting.

Advisory & Business Services

We understand it takes more than dreams and desires to achieve your financial goals. Success starts with a detailed plan. That’s why we’ll use our one-of-a-kind, strategically developed perspective on consulting to help you identify your professional vision. The services that we specialize in are:

  • Outsourced CFO
  • Accounting Systems
  • Outsourced Controller
  • Hiring Assistance
  • Business Strategy
  • Financial Planning
  • Forecasting
  • Payroll

Wealth Management

Squire’s Wealth Advisors are always learning, in order to stay current on all happenings in the industry. We serve high-net-worth individuals who need assistance and guidance on their financial journey. A wealth management advisor’s role is far more complex than simply offering a client investment advice. The individual and the advisor share in the same goal: to grow and preserve wealth over the long term. Some of the services you can utilize in wealth management are:

  • Investment Management
  • Retirement planning
  • Insurance Review
  • 401(k) Services
  • Estate Planning

With our vast variety of service options, the most important thing to remember is you never have to carry the burden of question on your shoulders. Always reach out to a Squire team member and we will point you in the right direction! Visit www.Squire.com today to get a comprehensive idea of the efforts we are here to support you in.