Our team
Tyler Ballein
Managing Partner / Director of Strategic Tax Planning
Specializing in corporate tax planning and international tax compliance with over 15 years of experience.
Kevin MacKenzie
Managing Partner / Director of Operations
Expert in small business tax strategies and IRS representation with a focus on tax minimization.
Vance Wade
CPA / Special Projects Manager
Dedicated to ensuring businesses meet all regulatory requirements while optimizing tax positions.
Kathleen Caffey
Executive Client Services Specialist
Leading our digital transformation initiatives to streamline tax processes and improve efficiency.
Eileen Kosoy
Executive Accounting Services Specialist
Providing comprehensive accounting services with a focus on accuracy, compliance, and strategic financial insights for businesses of all sizes.
Mike A.
Cranston, R.I.
Strategic. Trustworthy. Effective.
I was referred to Fortress Tax & Trust by a business associate. Their ability to use my pass through and business trusts in order to significantly reduce tax liabilities has been nothing short of amazing. When I have tax questions, they have answers. I have been sleeping much better at night.
Who we are
We're a tight-knit team with sharp minds, big hearts, and a clear mission. Fortress Tax & Trust was built to do meaningful work with people we genuinely care about — and that hasn't changed since day one.
Each member of our team brings unique expertise, diverse perspectives, and a shared commitment to excellence. We're fueled by curiosity, grounded in integrity, and driven by the impact we create for our clients. More than a service provider, we're a trusted partner — building real relationships and growing alongside the businesses and communities we serve.
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