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Accounting & Audit

Garrett Wagner, CPA.CITP – 2018 40 Under 40 Honoree

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Garrett Wagner, CPA.CITP

C3 Evolution Group
Rochester, NY

Professional Associations/Memberships:

  • AICPA member
  • New York State Society of CPAs Member
  • President of the Rochester Chapter of the New York State Society of CPAs NextGen committee

Career Highlights:

  • Helping clients reach their dreams and live happier lives by focusing on more than just their tax returns and instead on how to help solve their problems through proactive solutions.
  • Creating and co-hosting the Entrepreneurial CPA Show with the highly talented Dr. Sean Stein Smith.
  • Inspiring and coaching others in the profession to take action to follow their goals.
  • Doing my first keynote speech at a large accounting conference.
  • Being selected as a 40 under 40 by CPA Practice Advisor for 2017 and 2018.

What are you doing to make a difference in the profession, your community, the world?

Working with today’s accountants and CPAs around the world giving them the knowledge they need to break free of the box and punch above their weight by understanding the cutting edge technology and skills they need to have rewarding and fulfilling lives. 

Breaking the negative stereotypes around millennials and getting different generations to understand the millennial mind.  Millennials shouldn’t be a bad word and each time I can have someone come up to me and say, “I finally understand why millennials behave the way they do, it finally makes sense”, I know I’m doing my part to make a difference in the world.

Favorite books/websites/speakers:

  • Darren Root, who first opened my eyes to what was possible in the profession.
  • John Garrett, for helping inspire me to do more and keep following my passion.

What do you see yourself doing professionally in 10 years?

Coaching accountants and CPAs on the skills they need to have both a rewarding life and career.

What accounting conferences do you normally attend?

CCH User Conference, Rainmaker SuperConference, Accounting & Finance Show NYC

What websites/magazines do you use to keep up on news of the accounting profession?

CPA Practice Advisor and AccountingToday.




See more of the 2018 40 Under 40 Honorees, and the 20 Under 40 Vendor Superstars.