Schmidt Westergard & Company, PLLC: Tax, audit and public accounting firm based in Mesa, Arizona, and serving the greater Phoenix area and Arizona

Robert L. "Trey" Maxwell III

Robert L. "Trey" Maxwell III

Send an email to Trey Maxwell
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VCARD

Department
Tax

Position
Partner

 

“I have found that the key word in Certified Public Accountant is ‘public.’ To be able to do what we do, we must know and understand the people behind the business, making this profession, ultimately, a people business. To succeed, we must balance our personal relationships with professional independence and objectivity.”

Trey Maxwell joined the partnership at Schmidt Westergard & Company in spring 2004 after six years in the partner/director group of Deloitte & Touche LLP in Phoenix. During his career, Trey has served as a corporate tax director and in that capacity has successfully established three tax departments.

He specializes in virtually all aspects of tax service – from compliance, planning and information reporting to mergers and acquisitions and SFAS 109 analysis for a broad base of industries, including real estate, technology and healthcare, and exempt organizations.

Trey is a member of the American Institute of Certified Public Accountants and the Arizona Society of Certified Public Accountants. He has been treasurer of the Arizona Technology Industry Development Association, a member of the Arizona Association of Health Care Lawyers and the Homebuilders Association of Central Arizona, and two-term treasurer of Scottsdale Jaycees.

He holds degrees from Arizona State University where he graduated summa cum laude with a Masters of Accountancy (Tax).

In his spare time, Trey indulges in a number of right-brained hobbies, including the creative pursuit of short film making. He is an avid student of music and pop culture and can hold his own with anyone when it comes to movies.

 

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