Baker Tilly Professional

Kyle Wagner



+1 (972) 505 3834

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Kyle is a director with Baker Tilly’s private wealth practice. He has more than 15 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Kyle works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.

  • Leads a team of accountants in providing comprehensive accounting services to high-net-worth families, ensuring their financial affairs are managed efficiently and effectively
  • Assists in the development and implementation of optimized accounting strategies tailored to each client's unique needs, saving them time and enhancing their financial health
  • Ensures the preparation of accurate financial reports and compliance with accounting standards and regulatory requirements, providing clients with peace of mind regarding their financial affairs
  • Builds and maintains strong relationships with clients, providing exceptional client service and becoming a trusted adviser for their financial needs
  • Provides forward-thinking consulting on family enterprise dynamics and how to mitigate potential issues, helping clients plan for the future and secure their legacy
  • Develops and implements accounting strategies and operational improvements, ensuring compliance with any accounting standards and regulatory requirements
  • Texas Society of Certified Public Accountants (TXCPA)
  • American Institute of Certified Public Accountants (AICPA)



Master of professional accountancy
Bachelor of Business Administration in accounting
Stephen F. Austin State University (Nacogdoches, Texas)