Brandon Allfrey
- Role
- Partner at Squire
- Location
- Orem, UT, US
- LinkedIn followers
- 500 followers
About Brandon Allfrey
I am passionate about making a difference - in my own life and with people and…
Experience
Partner
Jan 2015 — Present
As a CPA, I provide relevant and important information to people and organizations to help them make decisions regarding their future. As a trusted adviser, I listen to needs and desires to deliver solutions that meets current needs, as well as providing guidance and advice for your continued success. My passion is establishing processes that result in successful results through execution of strategy, technology, and people. Designing and implementing processes and systems with technology tools and key performance indicators plays to my strengths. Training and leading others in processes, workflows, and efficiency motivates me. I thrive on playing a part of the collaboration and teamwork that drives success. Specialties: Tax planning and compliance for businesses and individuals Retirement Plan design, operation, and compliance Audits of Employee Benefit Plans Providing insight and knowledge as a trusted adviser Analyzing and interpreting financial data Process development and execution Strategic planning Education and Training
Education
University of Utah - David Eccles School of Business
Master's degree, Professional Accountancy
Brigham Young University
Bachelor's of Science, Accounting
2000 — 2002
Skills
- Personal Tax Planning
- Internal Controls
- Pensions
- Tax Preparation
- Financial Analysis
- Quickbooks
- Revenue Recognition
- General Ledger
- Tax
- Process Improvement
- Bookkeeping
- Tax Accounting
- Tax Research
- Small Business
- Business Planning
- Audits of Employee Benefit Plans
- Income Tax
- Business Process Improvement
- Financial Accounting
- Accounting
- Payroll
- Payroll Taxes
- Partnership Taxation
- Tax Returns
- Financial Statements
- Analysis
- Financial Reporting
- Financial Audits
- Auditing
- Corporate Tax
- S Corporations
- Strategic Financial Planning
- Cpa
- Cash Flow
- Management Consulting
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