Tax Services

From tax planning to compliance, we help you minimize liabilities and maximize opportunities.

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Tax Planning

We go beyond filing returns—we help you navigate tax laws, uncover savings opportunities, and develop proactive strategies to manage and reduce your tax liability. Whether for your business or personal finances, our experts work with you year-round to ensure you’re making tax-efficient decisions that support your long-term goals.

Tax Preparation

Reliable, accurate, and stress-free tax preparation. Our experienced tax professionals handle individual, trust, and business tax filings with precision and care. We stay up to date on state and federal regulations to ensure compliance while maximizing deductions to provide secure, efficient tax preparation tailored to your needs.

Strategic Tax Consulting

At Squire, we go beyond advice—we build lasting partnerships to help you navigate complex tax decisions with confidence. Our experienced advisors take the time to understand your financial position, goals, and unique circumstances, providing strategic insights to minimize tax liabilities and maximize opportunities.

Whether you’re restructuring a business, transferring family assets, or planning for a major transaction, we help you avoid tax pitfalls and optimize your tax strategy so you can keep more of what you’ve earned.

International Tax Advisory

Our international tax experts help businesses and individuals manage cross-border tax complexities, ensuring compliance with U.S. and foreign tax laws. Whether you’re expanding globally, managing foreign income, or handling international tax reporting, we provide strategic guidance to minimize risks and optimize tax efficiency.

Tax Credits & Incentives

Tax credits and incentives are powerful tools to help businesses reduce tax liability, improve cash flow, and reinvest in growth. We specialize in identifying and optimizing these incentives, ensuring you maximize savings while staying compliant. Whether you’re driving innovation through product development or managing commercial property investments, opportunities like the R&D Tax Credit and Cost Segregation Studies can deliver significant financial benefits.

Tax Credits & Incentives

Estate & Gift Planning

Preserve your legacy with strategic estate and gift planning. Our tax experts help you navigate the complexities of estate and gift tax laws, ensuring your wealth is transferred efficiently and in line with your wishes. Whether you’re planning for future generations, minimizing tax liabilities, or structuring charitable giving, we provide personalized strategies to protect your assets and maximize their impact.

Retirement Planning

Tax-smart retirement planning for a secure future. We help you build a retirement strategy that maximizes tax efficiency, ensuring you keep more of your hard-earned savings. From optimizing withdrawals and minimizing tax burdens to navigating IRA, 401(k), and pension planning opportunities, our experts provide proactive guidance to help you retire with confidence.

Business Combinations (Mergers & Aquisitions)

Mergers and acquisitions can be game-changers for your business. However, they come with complex tax implications. Our team of specialists guides you through every step of the transaction, ensuring you understand the financial landscape. Whether you’re buying or selling, we help in the transaction process to minimize tax liabilities and maximize long-term value.

Other Tax Services

In addition to our core tax services, we offer specialized expertise for unique and complex tax situations. Whether you need assistance with IRS representation, tax-exempt organizations, or industry-specific tax strategies, our team is here to provide tailored solutions that meet your needs.

Meet our Experts

Experienced Leadership, Firmwide Expertise.

  • Brandon Allfrey

    Brandon Allfrey

    Partner

  • Doug Flake

    Doug Flake

    Partner

  • Jennie Greene

    Jennie Greene

    Partner

  • Joe Hillstead

    Joe Hillstead

    Partner

  • Greg Hyde

    Greg Hyde

    Partner

  • Adam Posey

    Adam Posey

    Partner

  • Garth Simpson

    Garth Simpson

    Partner

  • Doug Wilkins

    Doug Wilkins

    Partner

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Your Partner In Tax

At Squire, our experienced tax professionals go beyond compliance—we partner with you to navigate tax complexities with confidence. You can count on our certified experts for accurate, timely, and proactive guidance tailored to your unique financial goals. Whether you’re managing personal or business taxes, we provide strategic insights to help you minimize liabilities and maximize opportunities.

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"Our experience with Squire has been very positive. They have worked with us on many issues and completed our audit and 990 tax return for about 10 years. We have worked with Paul Winward and many associates during that time and have found them to be quite professional and a good fit for our company."

Sonja Levesque, CFO Midtown Community Health Center

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Lets Connect

801.225.6900
info@squire.com

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