Natalya Magnuson, CPA, joined Waverly Advisors in October 2026 and serves as a Tax Advisor in the Dayton, Ohio office. She brings more than 20 years of experience providing tax, accounting, and advisory services to businesses, individuals, and nonprofit organizations.
Natalya’s expertise spans a broad range of industries, including manufacturing, real estate, healthcare, professional services, affordable housing, and nonprofit organizations. Throughout her career, she has provided strategic tax planning, compliance, business consulting, and financial leadership to privately held companies and their owners.
At Waverly, Natalya works closely with high-net-worth individuals and families to develop tax-efficient strategies that support their broader financial goals. Her areas of focus include wealth preservation, retirement planning, charitable giving, business transition planning, and legacy planning. She is particularly passionate about helping business owners grow and diversify their wealth beyond their businesses to create long-term financial security and flexibility.
Natalya enjoys helping people navigate complex financial challenges and takes pride in simplifying intricate tax matters for her clients. She finds the greatest satisfaction in building trusted relationships and helping individuals and families achieve greater confidence in their financial future.
Natalya earned a degree in Finance from Sinclair Community College and a degree in Accounting from Wright State University. She has been a Certified Public Accountant (CPA) since 2006.
Outside of work, Natalya enjoys spending time with her husband, their two sons, and extended family. She also enjoys traveling, cooking, gardening, exploring new places, and participating in community and business networking events.