Squires Tax Planning Review: Proactive Tax Planning for Business Owners

Squires Tax Planning has established itself as a trusted partner for business owners and high-income earners who want more than just a tax return filed each spring. With the recent opening of a new office at 3535 Osage Beach Parkway in Osage Beach, Missouri, the firm expands its reach beyond its Columbia headquarters, bringing proactive, year-round tax planning directly to the Lake of the Ozarks region. This move reflects the growing demand for a strategic approach that helps clients legally reduce their tax liabilities well before deadlines approach.

Traditional tax preparation focuses on recording what has already happened. Squires Tax Planning flips that model by working with clients ahead of time to structure their finances in the most tax-efficient way. Its advisors review each client’s full financial picture, identify overlooked opportunities, and build a written strategy that adapts throughout the year as income, assets, and goals evolve. This approach is especially valuable in today’s shifting tax landscape, where federal legislation regularly changes rules for deductions, credits, and business income.

What Is Squires Tax Planning?

Squires Tax Planning is a professional tax advisory firm founded in Columbia, Missouri, by Paden Squires, a CPA and CFP. Rather than offering one-size-fits-all tax preparation, the firm specializes in advanced tax planning for entrepreneurs, real estate investors, medical and legal professionals, and families with complex financial lives. Its services range from business entity structuring and real estate tax strategies to retirement and estate planning, all delivered with a year-round advisory relationship.

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The firm’s mission is to help clients keep more of what they earn through proactive, ethical strategies. This is accomplished by meeting with clients regularly—not just at tax time—to monitor changes in their financial situation and adjust plans accordingly. The new Osage Beach office makes this level of personalized service more accessible to those in the Lake of the Ozarks area.

What Stands Out About Squires Tax Planning

Proactive, Year-Round Approach

Instead of waiting until the filing deadline, Squires Tax Planning helps clients make decisions throughout the year that affect their tax liability. This includes timing income, choosing the right business structure, optimizing retirement contributions, and planning major purchases or sales. The firm’s advisors build a written strategy at the start of each year and revisit it regularly, so clients never miss an opportunity.

Specialized Services for Niche Needs

The firm offers targeted expertise that goes beyond general tax advice. Business owners can benefit from entity structuring and exit planning; real estate investors receive strategies around depreciation, acquisitions, and sales; high-income earners get estate and wealth planning for portfolios above $250,000. These services are backed by case studies showing significant savings, such as a consulting agent who saved $10,000 in the first year by shifting to an S-Corp.

Ethical and Transparent Guidance

Every recommendation from Squires Tax Planning is grounded in current tax law and documented in plain language. The firm avoids aggressive schemes and focuses on well-established methods that hold up under scrutiny. Clients receive realistic estimates of potential savings and a clear explanation of the steps required, reducing anxiety and increasing confidence in their financial decisions.

Coordination with Existing Advisors

The firm works closely with clients’ existing CPAs, attorneys, and financial advisors to ensure all parts of a financial plan are aligned. This collaborative model prevents conflicting advice and ensures that tax strategy supports broader wealth-building goals. The new Osage Beach office makes these in-person meetings even more convenient for local clients.

Who It’s For

Squires Tax Planning is best suited for business owners, real estate investors, and high-income professionals who have complex financial situations and want to minimize their tax burden legally. The firm also serves families with significant assets, retirees planning transitions, and entrepreneurs preparing to sell or exit their businesses. Clients with seasonal income, short-term rental properties, or family-owned businesses will find particular value in the firm’s tailored strategies.

Those who are comfortable with a do-it-yourself approach or have simple tax situations may not need this level of service. However, for anyone earning above average income or managing multiple revenue streams, the ongoing guidance can lead to substantial savings each year.

What Makes It Worth Considering

The opening of the Osage Beach office demonstrates Squires Tax Planning’s commitment to meeting clients where they are. The Lake of the Ozarks region is home to many small business owners, hospitality operators, and retirees who benefit from face-to-face planning. The firm also plans to offer educational workshops on topics like year-end planning and business structuring, supporting the local business community beyond just client relationships.

Customer loyalty is high—90% of clients stay with the firm year after year, and nationwide clients report saving $20,000 or more annually through proactive strategies. The team includes CPAs, CFPs, and enrolled agents, providing deep expertise across multiple financial disciplines. For those seeking a long-term partner rather than a once-a-year preparer, Squires Tax Planning offers a compelling value proposition.

Verdict

Squires Tax Planning delivers exactly what it promises: a proactive, ethical, and personalized approach to tax planning that helps clients keep more of their hard-earned money. The firm’s year-round advisory model, specialized services, and recent expansion into Osage Beach make it an excellent choice for business owners and high-income earners who want to stop guessing and start planning. With a strong track record of client satisfaction and demonstrable savings, it’s a service worth considering for anyone ready to take control of their tax strategy.