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Who We Are
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.
Our Purpose
To be the shield and strategist behind every great business and legacy. At Fortress Tax & Trust, our purpose is to protect what matters most — your profits, your peace of mind, and your future. We exist to simplify the complex, outmaneuver risk, and empower bold decisions that build lasting wealth.
Our Mission
To lead with precision, act with integrity, and deliver tax strategies that move businesses forward. We partner with entrepreneurs, families, and enterprises to navigate tax law with confidence, uncover new opportunities, and build structures that stand the test of time. Every plan we create is built on trust — and engineered for growth.
Our Values
Clients Before Everything
We measure success by the trust and results we deliver to our clients. Every decision, strategy, and service is designed to protect what matters most — your future.
Move with Intention
We don't react. We plan, we predict, and we execute with purpose. Every move we make is grounded in strategy, precision, and your long-term advantage.
Own the Outcome
We take full ownership — of the work, the results, and the impact. You'll never be left guessing. Accountability isn't just a principle — it's our standard.
Think Ahead
The rules change. The market shifts. But our clients stay ahead because we do. Innovation and adaptability are built into everything we offer.
Empower with Clarity
We break down complexity into clear, actionable steps. Whether you're an entrepreneur or an enterprise, we equip you with knowledge that builds confidence.
Exceed the Standard
Good enough is never enough. We deliver elite service with relentless attention to detail, setting a new bar in tax strategy and advisory.
Meet 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.
