Insights

Growth Opportunity Mid-sized CPA firm with $10M-$25M revenue and a global service footprint presents a cross-sell opportunity for advanced tax planning, international compliance, and consulting services to optimize tax efficiency and business strategy.

Family Business Focus Specializes in closely held, family-owned and emerging businesses; target for advisory services around succession planning, estate planning, wealth management integration, and transactional support to support growth.

Tech Enablement Technology stack includes QuickBooks, Microsoft 365, MySQL and analytics tools; potential to offer ERP optimization, data migration, cloud accounting, and analytics enhancements to improve efficiency and insights.

Strategic Partnerships Collaborates with attorneys, wealth managers, and insurance agents; opportunities to formalize co-sell arrangements and expand integrated services for clients requiring multi-disciplinary solutions.

Scale Readiness With 11-50 employees and a global client base, there is potential to present scalable outsourcing, fractional CFO/tax leadership, and process automation services to improve margins as the firm grows.

Trader, Orton & Spangler, PLLC Tech Stack

Trader, Orton & Spangler, PLLC uses 8 technology products and services including QuickBooks, Google Hosted Libraries, Open Graph, and more. Explore Trader, Orton & Spangler, PLLC's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Microsoft 365
    Email
  • Leaflet
    Maps
  • Google Tag Manager
    Tag Management
  • Google Search Console
    Web Analytics

Trader, Orton & Spangler, PLLC's Email Address Formats

Trader, Orton & Spangler, PLLC uses at least 1 format(s):
Trader, Orton & Spangler, PLLC Email FormatsExamplePercentage
First@cpa-trs.comJohn@cpa-trs.com
70%
Last@cpa-trs.comDoe@cpa-trs.com
30%

Frequently Asked Questions

What is Trader, Orton & Spangler, PLLC's phone number?

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You can contact Trader, Orton & Spangler, PLLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trader, Orton & Spangler, PLLC's official website and social media links?

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Trader, Orton & Spangler, PLLC's official website is cpa-trs.com and has social profiles on LinkedIn.

How much revenue does Trader, Orton & Spangler, PLLC generate?

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As of August 2026, Trader, Orton & Spangler, PLLC's annual revenue is estimated to be $10M - $25M.

What is Trader, Orton & Spangler, PLLC's SIC code NAICS code?

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Trader, Orton & Spangler, PLLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Trader, Orton & Spangler, PLLC have currently?

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As of August 2026, Trader, Orton & Spangler, PLLC has approximately 15 employees across 1 continents, including North America. Key team members include Partner: B. G.Partner: R. S.Partner: C. T.. Explore Trader, Orton & Spangler, PLLC's employee directory with LeadIQ.

What industry does Trader, Orton & Spangler, PLLC belong to?

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Trader, Orton & Spangler, PLLC operates in the Accounting industry.

What technology does Trader, Orton & Spangler, PLLC use?

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Trader, Orton & Spangler, PLLC's tech stack includes QuickBooksGoogle Hosted LibrariesOpen GraphMySQLMicrosoft 365LeafletGoogle Tag ManagerGoogle Search Console.

What is Trader, Orton & Spangler, PLLC's email format?

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Trader, Orton & Spangler, PLLC's email format typically follows the pattern of First@cpa-trs.com. Find more Trader, Orton & Spangler, PLLC email formats with LeadIQ.

When was Trader, Orton & Spangler, PLLC founded?

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Trader, Orton & Spangler, PLLC was founded in 2009.
Trader, Orton & Spangler, PLLC logo

Trader, Orton & Spangler, PLLC

AccountingUtah, United States11-50 Employees

Trader, Orton & Spangler, PLLC is a Utah-based CPA firm offering a broad suite of tax, accounting, and consulting services to individuals and a range of business entities. Its partners bring more than six decades of experience in strategic and transactional tax planning and business advisory work, particularly for closely held, family-owned, and emerging businesses. The firm collaborates with other professionals, including attorneys and wealth management advisors, to help clients implement their plans and address complex financial needs. Located in Bountiful, the practice serves clients globally, providing tax preparation, representation, and financial statement services for entities such as partnerships, LLCs, corporations, S-corps, trusts, and estates. The organization emphasizes a comprehensive approach to tax and business planning, integrating advisory and compliance services to support client objectives.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Trader, Orton & Spangler, PLLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Trader, Orton & Spangler, PLLC's revenue is estimated to be in the range of $10M - $25M

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