Chad Waldron, CPA

Chad Waldron, CPA

Chad has over 7 years of experience in accounting with most of his experience in public accounting and firms of all sizes. His clients are primarily high net-worth individuals with trusts, family groups, and closely-held private entities, and in the real estate,...
Izhaarbir Bains, CPA

Izhaarbir Bains, CPA

Izhaarbir is a tax manager with experience at regional and national middle-market public accounting firms.  He has a background in serving public and private clients, within a variety of industries, such as real estate, professional services, family-owned businesses,...
Matt Turrin, CPA

Matt Turrin, CPA

Matt has 7 years of tax experience, including two of those years focused solely on private equity. His clients include those in the private equity, energy, real estate, private clients, agriculture and healthcare industries. He specializes in proactive tax planning...
Kenneth von Tungeln, CPA

Kenneth von Tungeln, CPA

Kenneth is a tax partner with over 30 years of experience in both public accounting and industry. He specializes in accounting and taxation for individuals, partnerships, and corporations.
Eric Teachout, CPA

Eric Teachout, CPA

Eric is a tax partner with significant years of experience at both Big Four and middle-market public accounting firms. He has an extensive background serving both SEC and private clients, including family-owned businesses and their respective owners, in a variety of...
Michele Sanchez-Soriano

Michele Sanchez-Soriano

Michele has over 20 years of professional experience, including 10 in public accounting and 10 in industry. She has extensive experience in advising clients on federal and state tax compliance, tax planning, trusts, gift tax, estate tax, and in the nonprofit area. She...
Anneka Sciola, CPA

Anneka Sciola, CPA

Anneka runs the Transaction Advisory Services practice at Calvetti Ferguson. Her passion is helping business owners grow and eventually sell. She is a Director in Advisory Services and has extensive experience in public accounting, consulting and industry. Her...
Norm Robbins, CPA

Norm Robbins, CPA

Norm is a tax partner based in the Fort Worth office and specializes in audits, federal and state income tax preparation, tax research, litigation support, and tax planning. He has over 13 years of experience in public accounting, with experience in Oil and Gas,...
Yessica Perez, CPA

Yessica Perez, CPA

Yessica is a Tax Partner with more than 10 years of experience with Big Four public accounting firms and middle market firms. Her practice is focused on providing high net worth individuals and family office clients with tax compliance and consulting services. She...
Jim Oliver, CPA

Jim Oliver, CPA

Jim is the firm’s private clients practice leader and has over 40 years of tax experience representing a host of owner/operators, healthcare, real estate, legal professional clients, and family offices.
Lori Lato Morales, CPA

Lori Lato Morales, CPA

Lori has over 20 years of experience in public accounting. She works with companies in a variety of industries including energy, manufacturing, real estate, construction, and professional services. Lori’s primary focus is on helping family-owned, middle-market...
Laura Leidy

Laura Leidy

Laura has over 8 years of experience in public accounting. She specializes in state and local tax and works in the family-owned business industries. She is also an Enrolled Agent.