Acquired growth Recent acquisition by Squire & Company signals expanded geographic footprint and services, creating a potential entry point for cross-sell tax, advisory, and consulting solutions to new Intermountain West clients.

Scale opportunity Revenue in the mid-range and firm size (11-50 employees) suggests capacity for expanded services such as audit, assurance, and wealth/estate planning; target mid-market clients seeking affordable, year-round CPA support.

Full-service appeal Positioning as a large full-service CPA with year-round support indicates potential to upsell tax planning, multi-state tax compliance, and specialized tax credits or incentives for businesses facing complex filings.

Technology leverage Existing tech stack (iCIMS, Cloudflare, WP Engine, etc.) shows a modern infrastructure; leverage data, digital onboarding, and secure collaboration to offer remote or hybrid client services, expanding market reach.

Market positioning As a regional leader in tax services since 1975 and the largest area CPA firm, target growth sectors with high tax complexity and cross-border or multi-state needs, while positioning as an advocate in tax matters to win clients from seasonal competitors.