Business Details
14 Years
experience
Trusted Accounting & Advisory Services in Utah
Tanner is Utah's premier independent public accounting firm dedicated to helping best-in-class teams realize their full value. Our team of expert audit, tax, and strategy advisors combine local expertise with global reach, serving high-growth startups and established industry leaders. We prioritize candid conversations and personalized attention, ensuring clients receive tailored solutions that address their unique challenges.With offices in Salt Lake and Utah County, we provide assurance, tax advisory, and strategic consulting services while maintaining a commitment to innovation, trust, and work-life balance. Our diverse industry experience spans technology, healthcare, education, and more, enabling us to deliver actionable insights that drive long-term success.
Services
Assurance
Tax Advisory
Startups
IT Security
Strategic Planning
Succession Planning
Digital Transformations
Information Security
SEC Filings
Advisory Services
Details
- Year established: 2012
Highlights and features
- We offer local expertise with global reach across diverse industries.
- Our personalized approach ensures tailored solutions for unique business needs.
- We prioritize long-term relationships built on trust and transparency.
- We provide comprehensive services including audit, tax, and strategic advisory.
- Our team combines Big Four expertise with cost-effective, innovative solutions.
What people say
Exceeded our expectations
Personal attention
Industry expertise
Tailored solutions
Strategic insights
Services
Assurance Services
Tanner's assurance services provide tailored audits, reviews, and due diligence to meet regulatory standards while minimizing business disruption. Our team delivers quality of earnings reports for M&A transactions and SEC filing expertise for public companies. We combine technical precision with practical insights to ensure financial transparency and risk mitigation.
Tax Advisory
Our tax advisory team offers strategic planning for entity selection, compliance, and international tax optimization. We identify R&D tax credits, manage state and local tax exposures, and provide cross-border tax guidance. Services extend to complex tax compliance while maximizing savings through proactive planning and audit defense strategies.
Information Security
Tanner's cybersecurity services include network vulnerability assessments, penetration testing, and social engineering training. We develop customized security frameworks aligned with PCI, HIPAA, and NIST standards. Our team provides risk assessments, incident response planning, and employee training to protect sensitive data across industries.
Advisory Services
Our advisory services focus on digital transformation, succession planning, and agile strategy development. We assist with ERP/CRM implementation, leadership development, and cybersecurity risk management. The team delivers objective recommendations through workshops, offsite retreats, and hands-on consulting to support organizational growth and operational efficiency.
Startup Solutions
Tanner supports startups with entity structuring, cap table management, fundraising guidance, and outsourced accounting. We help build clean financial narratives for investor pitches, provide scalable accounting solutions, and offer strategic advice to maximize valuation during exits. Services include pitch deck development and growth-stage financial planning.
People
Mark Erickson
Managing Partner
Mark Erickson leads Tanner's strategic direction, leveraging deep public accounting experience to deliver client-focused solutions for complex business challenges across industries.
David Sperry
Tax Partner
David Sperry specializes in tax strategy, providing expert guidance on compliance, planning, and advisory services for high-growth companies and established enterprises.
John Pohlman
Director of Information Security Services
John Pohlman leads Tanner's cybersecurity practice, offering certified expertise in network security, penetration testing, and compliance frameworks to protect client data assets.
Questions
What accounting services does Tanner offer?
Tanner provides audit, tax advisory, SEC filings, internal audit outsourcing, and U.S. GAAP/IFRS consulting tailored to startups and established businesses.
How does Tanner differ from national accounting firms?
Tanner offers localized decision-making without corporate oversight, combining Big Four expertise with personalized service and cost-effective solutions.
Which industries does Tanner specialize in?
We serve technology, healthcare, education, private equity, real estate, e-commerce, and nonprofit sectors with industry-specific expertise.
Does Tanner provide IT security services?
Yes, we offer network vulnerability assessments, penetration testing, social engineering training, and compliance consulting for data security.
How does Tanner support startup companies?
We assist startups with entity structuring, fundraising strategies, cap table management, and outsourced accounting to support growth and valuation.
