Calvin Fitzgerald

CEO, Managing Director

In his role as Managing Director, Calvin serves as a trusted business advisor to Business Owners, CEOs, CFOs and Boards of Advisors, driving value and accountability in the following strategic areas: succession & ownership planning, strategic planning, owners agreement structures, compensation planning, family business advisory & issue mediation.

Taylor Wilson

Sr. Manager, Tax Services

As a Senior Tax Manager, Taylor brings a wide variety of industry and public accounting experience to the firm. This experience includes corporate tax provisions, tax planning and compliance for corporate and flow through entities, as well as managing both federal and state audits. He is a well of experience in tax management, which is proven by dozens of client testimonials.

Josh Wagner

Sr. Manager, Assurance Services

As a Senior Manager of Assurance Services Department, Josh helps our team focus on developing and growing their skills and expertise. He also works closely with clients to ensure that their financial statements are accurate, organized and positioned as a tool for helping to achieve both short and long-term goals that are set in cooperation with our team.