Squires Tax Planning Opens New Office in Osage Beach
News related to:Squires Tax Planning · 3 min read
Squires Tax Planning, a Columbia, Missouri-based tax advisory firm, has opened a new office in Osage Beach, Missouri, to better serve the region's growing business community. The firm, which has seen rising demand from entrepreneurs, real estate investors, medical and legal professionals, and families with complex financial lives, aims to provide advanced tax planning, real estate tax strategies, and exit planning to local business owners and high-income earners.
The new office, located at 3535 Osage Beach Pkwy, Suite 101, Osage Beach, MO 65065, will offer the full range of services Squires Tax Planning provides nationwide. These include advanced tax planning for business owners and high-income individuals, business entity structuring and review, real estate tax strategies, exit and succession planning, and retirement and wealth-building strategies. The firm will also coordinate closely with clients' existing CPAs, attorneys, and financial advisors to ensure a seamless and integrated financial plan.
Squires Tax Planning was built around a proactive approach to tax planning, rather than simply recording what happened. The firm works with clients ahead of time to plan what should happen, reviewing each client's full financial picture, identifying overlooked opportunities, and building a written strategy designed to lower taxes legally and responsibly. The firm then meets with clients throughout the year to adjust that strategy as their income, assets, and goals change.
The firm chose Osage Beach because the Lake of the Ozarks area is home to a growing number of small businesses, hospitality and tourism operators, real estate investors, and retirees. Seasonal income, short-term rental properties, family-owned businesses, and retirement transitions are common in the region, and each brings its own set of tax considerations. The location is also a short drive from the firm's Columbia headquarters, making it easy for both teams to work closely together.
People in the area can now schedule a consultation by calling +1 573-234-4660 or by visiting the Squires Tax Planning website. Initial consultations focus on understanding each client's situation and identifying where meaningful planning opportunities may exist. Existing clients will continue to receive the same level of service from the firm's Columbia, Missouri headquarters and may choose to meet with the Osage Beach team if that location is more convenient.
Squires Tax Planning places a strong emphasis on ethics and transparency. Every strategy the firm recommends is grounded in current tax law and documented clearly, so clients understand not only what they are doing but why. The firm avoids aggressive or high-risk schemes and focuses instead on well-established planning methods that hold up over time. This commitment extends to how the firm communicates, providing clients with plain-language explanations of their options, realistic estimates of potential savings, and clear guidance on the steps they need to take.
Beyond serving individual clients, Squires Tax Planning plans to take an active role in the Osage Beach business community. The firm expects to offer educational events, workshops, and informational sessions on topics such as year-end tax planning, choosing the right business structure, and preparing a business for sale. These sessions are designed to help local entrepreneurs make better financial decisions, whether or not they become clients.
The firm's new office is now open, and business owners, real estate investors, professionals, and families interested in learning how proactive tax planning could benefit them can schedule a consultation by calling +1 573-234-4660 or by visiting the Squires Tax Planning website. Initial consultations focus on understanding each client's situation and identifying where meaningful planning opportunities may exist.