Josh is the Director of Tax and Accounting at Waggoner, where he ensures the firm operates efficiently while delivering accurate, strategic financial guidance to clients. A CPA® professional with both undergraduate and master's degrees in Accounting from Michigan State University, Josh brings deep technical expertise across business accounting, tax planning, and investment tax reporting.
In addition to his client-facing work, Josh plays a central role in day-to-day operations at Waggoner. He oversees accounting and bookkeeping processes, collaborates closely with human resources, and ensures that firm operations run smoothly and effectively. His commitment to structure, accuracy, and thoughtful management helps create a supportive environment for the team where people feel valued and empowered to succeed.
Outside of Waggoner, Josh is an Assistant Instructor of Accounting at Michigan State University. In his free time, he enjoys traveling, working out, reading, and spending time with his wife, their hedgehog, Remy, and dog, Mac. Josh’s guiding principle is, “You don’t rise to the level of your goals; you fall to the level of your habits,” reflecting his commitment to discipline and continuous learning.