AGP Picks
View all

Squires Tax Planning opens Osage Beach office

5 hours ago
By AI, Created 05:28 UTC, Oct 16, 2026, AGP -

Squires Tax Planning has opened a new office in Osage Beach, Missouri, to give local business owners, investors and high earners more direct access to year-round tax planning. The move expands the firm beyond Columbia as it targets Lake of the Ozarks clients with real estate, exit-planning and business-structure advice.

Why it matters: - The new Osage Beach office gives Lake of the Ozarks clients in-person access to advanced tax planning instead of limiting support to annual filing season. - The expansion is aimed at business owners, real estate investors, medical and legal professionals, and families with complex finances. - Squires Tax Planning says the local office is designed to help clients reduce tax liabilities legally while making longer-term business and wealth decisions.

What happened: - Squires Tax Planning opened a new office at 3535 Osage Beach Pkwy, Suite 101, Osage Beach, Missouri 65065. - The office expands the firm's reach beyond its headquarters in Columbia, Missouri. - The firm says the location gives clients in Osage Beach and across the Lake of the Ozarks region direct access to its tax planning team. - The office is now open for consultations by phone at +1 573-234-4660 or through the firm's website.

The details: - The Osage Beach office offers the firm's full range of services, including advanced tax planning for business owners and high-income individuals. - Services include business entity structuring and review, real estate tax strategies, exit and succession planning, retirement and wealth-building strategies, and year-round advisory support. - The firm says it coordinates with clients' CPAs, attorneys and financial advisors so tax planning fits into the broader financial picture. - Existing clients can continue working with the Columbia headquarters and may meet with the Osage Beach team when more convenient. - The firm's Columbia headquarters is at 200 E Southampton Dr, Suite 101, Columbia, Missouri 65203. - The company also serves clients nationwide. - More information is available on the company's website.

Between the lines: - The opening reflects rising demand for planning that happens before tax deadlines, not after them. - The firm is positioning itself as a year-round advisor for clients facing changes in income, assets, business structure or retirement plans. - The Lake of the Ozarks market appears to fit that model because of seasonal income, short-term rentals, family businesses and retirement transitions. - The firm says it will emphasize ethical, transparent planning and avoid aggressive or high-risk tax schemes. - The office also gives Squires Tax Planning a foothold in a region where local service and specialized advice can be hard to find in one place.

What's next: - Squires Tax Planning expects to host educational events, workshops and informational sessions in Osage Beach. - Planned topics include year-end tax planning, choosing a business structure and preparing a business for sale. - The firm says it will continue serving Columbia clients while using the Osage Beach office to expand local access and convenience. - The company expects consultations to start with a review of each client's situation and planning opportunities.

The bottom line: - Squires Tax Planning is betting that Lake of the Ozarks business owners and investors want more than tax prep. They want ongoing strategy, local access and advice tied to major financial decisions.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

Sign up for:

Business Times of Missouri

The daily local news briefing you can trust. Every day. Subscribe now.

By signing up, you agree to our Terms & Conditions.

Share this page:

Advanced Search Options

Search for:

Search scope:

Type:

Search in:

Date range:

The last

Sort by:

Sign up for:

Business Times of Missouri

The daily local news briefing you can trust. Every day. Subscribe now.

By signing up, you agree to our Terms & Conditions.