Auditors matched your criteria (2)
Based on 0 reviews
Licensed for 1 years
84097, Utah [UT], Orem
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...
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Based on 0 reviews
Licensed for 1 years
84097, Utah [UT], Orem
Area of Focus: Corporate, Partnership, Individual and Pension tax returns; Retirement Plan design, administration, and compliance; Business Process development and implementation Industry Specialties: Co-operative Association taxation; Department of Labor ERISA Compliance for Retirement Plans Profile: Joined Squire & Co. as an intern in 2002 and full-time since 2003 Vested interest in improving...
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