Welcome to a new tax experience

We prioritize clear communication, efficient processing, and proactive tax solutions. If you’ve experienced frustration due to lack of communication, extended waiting periods, or the inefficiency of traditional tax preparation methods, you’ve come to the perfect place.

Advisors centered around you

Your advisors shouldn’t exist in silos. In silos, advisors can give overlapping and conflicting advice which is time consuming for you, the client.

ATTORNEY

YOU

CPA

YOU

WEALTH ADVISOR

YOU

INSURANCE + BENEFITS

YOU

Our Services

At WR Tax, we embrace the “breaking down the silos” philosophy, setting us apart from traditional CPA and tax firms. This approach means we don’t operate in isolation; instead, we foster collaboration across all aspects of wealth planning and tax strategy.

Where other firms might limit their focus, potentially leading to fragmented advice and missed opportunities, we ensure that our tax advisors work closely with financial planners, investment managers, and estate planning experts under one unified strategy.

This integrated approach allows us to deliver comprehensive, tailored tax solutions that not only optimize your current tax situation but also align with your broader financial goals and future planning. By doing so, we eliminate the pitfalls of poor communication and disjointed advice, ensuring a seamless, informed, and proactive service that addresses all your financial needs.

Tax Planning & Preparation

At WR Tax, we specialize in tax planning and preparation for high net-worth individuals and business owners. Our expert team develops sophisticated tax strategies to navigate the complex tax landscape, ensuring compliance and optimizing your financial health. We go beyond basic tax preparation by proactively managing your tax liabilities throughout the year through detailed analysis of your income, investments, and potential deductions, all aimed at minimizing your tax burden and maximizing wealth growth.

Meet Your Tax Advisors

ALEX McDADE

Tax Advisor

JAKE MONNIG, EA

Tax Advisor

Accomplishments

Paden Squires, CPA®, CFP®

Paden Squires founded Squires CPA, LLC, which is now known as WR Tax Planners, in the summer of 2014, marking the beginning of his journey into entrepreneurship. This venture was initially sparked by Squires’ desire to explore entrepreneurship, and the path became clear when a local CPA, on the verge of retirement, presented an opportunity.

Through mutual comfort and agreement, Squires was entrusted with serving a significant portion of the retiring CPA’s clientele. This pivotal moment provided him with the courage to transition from the corporate world to the realm of self-employment full-time. Squires’ business endeavors have not only allowed him to collaborate with remarkable individuals and businesses that inspire him.

In 2023, Squires CPA was rebranded as WR Tax Planners. The new firm focuses on high-level year-round tax planning with the client at the center. This allows clients to experience a lot of synergies with the wealth and tax planning process under one roof.

He is passionate about entrepreneurship and lifetime learning. He is often found listening to podcasts and books, and he hosts a weekly podcast called “Behind Their Success.” On the show, he interviews entrepreneurs from around the United States to learn about their journey and the lessons learned along the way.

In 2024, he was named “20 Under 40” by COMO magazine.

His role extends beyond professional services, allowing him to support his wife and two daughters, Lexi and Nora, and son Zeke, while maintaining active involvement in his local church community. A cornerstone of Squires’ business philosophy is to offer personalized service befitting a trusted advisor, avoiding transactional relationships by engaging with clients beyond the tax season. He is committed to ensuring that business relationships receive the attention they merit, irrespective of the season.

Outside his professional life, Paden Squires enjoys spending quality time with his wife, Devin, and their children, supporting local sports teams such as the Chiefs, Royals, and MU Tigers.

Client Organizer

Client Organizer

Document to help organize your tax documents

Returning Clients

To document any changes from last year’s return

What to Bring

Checklist of documents needed to complete your tax return

1099 Information

Document to fill out if you need us to create 1099’s for you or your business

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For Freelancers & Small Business Owners

Freelancing and running your own small business either full-time or just as a side gig is going to become the new normal in the near future. While there are huge benefits to working in this manner, you need to know how to navigate the regulatory world when it comes to taxes and accounting.

For S-Corps

Individual, Business, Partnerships, Corporations, Estates: We provide service to our clients both during and outside of tax season. This helps to make sure that the strategies we implement are on track and there are few surprises when completing the return.