What Tanner does

Tanner LLP is an independent, partner-owned accounting and advisory firm founded in 1940 and headquartered in Salt Lake City, Utah, with additional offices in Lehi (Silicon Slopes) and Tempe, Arizona. The firm operates three integrated service lines — Tax, Assurance, and Advisory — and employs approximately 270 professionals, including 23 partners, with credentials spanning CPA, CISSP, CISA, JD, PhD, and CFA. Its tax practice covers federal, state, international, transfer pricing, global mobility, R&D credits, and SALT; assurance covers public company, private company, fund, employee benefit plan, field exam, SOC 1/2, HITRUST, ISO, and nonprofit audits; and advisory spans outsourced accounting/CAS, transaction advisory (including quality of earnings, M&A advisory, transaction readiness, M&A tax strategy), succession planning, IT audit, cybersecurity, penetration testing, cloud FinOps, technical accounting, and AI & business systems advisory.

Tanner generates revenue primarily through professional services engagements, with an increasing share from subscription-style monthly outsourced accounting tiers (Basic, Advanced, Define/Design/Align) that bundle Jirav FP&A software. Go-to-market is relationship-led and content-driven: a 143-post blog, a five-podcast network (Influence, Impact, Deal Playbook, Globally Minded, Management Lab), referral partnerships with attorneys and bankers, and targeted industry events. The firm is PCAOB registered, the first Utah-based HITRUST Authorized External Assessor, an IPA Top 200 firm, an Allinial Global member (270+ firms across 112 countries), and serves a diversified client base of entrepreneurs, public and private companies, nonprofits ($100K to $1.5B+ in revenue), private equity and funds (nearly $2B in audited fund assets), healthcare providers, and technology/SaaS companies.

Underlying technology is a hybrid of proprietary process assets and integrated third-party platforms. Notable components include a proprietary field exam platform supporting rapid collateral verification across loan sizes, a Cloud FinOps framework combining financial and technical expertise, and embedded Jirav FP&A dashboards within the Advanced CAS package. Leadership includes Managing Partner Mark Erickson, CFO Crystal Bush, COO Dan Griffiths, and CIO Matt Huff. The firm has no external parent, no public ticker, and no disclosed revenue, operating as a private limited liability partnership governed by its partners.

Name

Tanner

Legal name

Tanner LLP

Website

https://tannerco.com

Company type

Private

Founded year

1940

Operating status

Operating

Headcount range

51–100 employees

Short description

Tanner LLP is a Utah-headquartered, partner-owned accounting and advisory firm with 270 professionals offering tax, assurance, and advisory services — including audit, outsourced accounting, M&A advisory, cybersecurity, and AI advisory — to entrepreneurs, public and private companies, nonprofits, funds, and SaaS clients across the Mountain West and globally via Allinial Global.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate, Gift & Trust Valuation (BPAHANAL)

Keywords

• Audit and assurance
• Tax compliance services
• Transaction advisory
• Outsourced accounting
• Cybersecurity consulting

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Audit and Assurance Services: Comprehensive audit, review, and compilation services including public company audits, private company audits, employee benefit plan audits, fund audits, SOC 1/2 certifications, HITRUST, and ISO audits.
2. Tax Services: Federal, state, and international tax planning and compliance, including M&A tax strategy, transfer pricing, R&D tax credits, and global mobility services.
3. Advisory Services: Transaction advisory, outsourced accounting, IT auditing, cybersecurity consulting, succession planning, and AI & Business Systems Advisory services.
4. Outsourced Accounting (Client Advisory Services): Flexible, customizable accounting and advisory packages (Basic, Advanced, and Define/Design/Align tiers) providing ongoing financial guidance and support.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Tanner is a professional services firm providing integrated audit, tax, and advisory services to growing businesses, public companies, private equity funds, nonprofits, and high-net-worth individuals. The firm delivers financial statement audits, tax planning and compliance, M&A transaction advisory, outsourced accounting (CAS), IT auditing and cybersecurity consulting, R&D tax credits, transfer pricing, and succession planning engagements through a 270-person team across offices in Salt Lake City, Lehi, and Tempe.

Product overview

Tanner is a professional services firm offering three integrated service lines: Advisory, Assurance, and Tax. The Advisory practice encompasses outsourced accounting/client advisory services, transaction advisory (including M&A advisory, quality of earnings, transaction readiness), succession planning, IT auditing, cybersecurity consulting, penetration testing, cloud FinOps, technical accounting advisory (TAAG), and AI & business systems advisory. The Assurance practice covers financial statement audits for public and private companies, fund audits, employee benefit plan audits, field exams, IT assurance (SOC 1, SOC 2), HITRUST certification, ISO audits, litigation support, and nonprofit assurance. The Tax practice provides federal and state tax services, international tax compliance, transfer pricing, global mobility, individual tax, R&D tax credits, and SALT consulting. The firm operates as a unified service delivery model rather than a software platform, with all offerings delivered through professional engagements by their 270-person team across offices in Salt Lake City, Lehi (UT), and Tempe (AZ).

Differentiator

Problem solved

Functional benefit

Brands

• The Influence Podcast: Interviews and conversations with leading entrepreneurs, founders, and industry luminaries.
• Impact Podcast
• The Deal Playbook Podcast
• Globally Minded Podcast
• Management Lab Podcast
• Vanguard
• TannerWISE
• TannerTOGETHER

Products and services

• Advisory Services Integrated advisory services including outsourced accounting, transaction advisory, M&A advisory, succession planning, IT auditing, cybersecurity consulting, penetration testing, cloud FinOps, technical accounting, and AI & business systems advisory for growing businesses and their owners.
• Assurance Services Comprehensive audit and assurance services for public companies, private companies, funds and fund administrators, employee benefit plans, field exams, IT assurance, SOC 1/2, HITRUST, ISO audits, and nonprofit organizations.
• Tax Services Full-spectrum tax services including federal and state tax planning, international tax compliance, transfer pricing, global mobility, individual tax, R&D tax credits, SALT, and nonprofit tax for businesses and individuals.
• Outsourced Accounting / Client Advisory Services (CAS) Flexible outsourced accounting and client advisory services with customizable tiered packages (Basic, Advanced, and Define/Design/Align) providing day-to-day accounting, financial analysis, strategic planning, and operations support for growing organizations.
• Transaction Advisory Services Comprehensive M&A advisory services including quality of earnings reports, tax due diligence, transaction structuring, market value studies, seller readiness, purchase price allocation, and post-transaction integration support.
• IT Auditing & Compliance Consulting IT audit and compliance services including HIPAA, PCI DSS, ISO 27001, NIST CSF, NIST 800-171, CMMC, CIS 18, NCUA, GDPR compliance consulting, and IT risk assessments for regulated organizations.
• Cybersecurity Solutions Comprehensive cybersecurity consulting including network security, vCISO services, GRC consulting, SIEM, enterprise risk management, vulnerability assessments, incident response planning, social engineering testing, and IT policy development.
• Penetration Testing Security testing services including network penetration testing, web application testing, mobile application testing, wireless testing, physical penetration testing, and red team operations.
• Cloud Finance / FinOps Cloud cost management and FinOps services providing visibility into cloud spend, cost optimization, usage optimization, and building a FinOps culture across organizations.
• Technical Accounting Advisory Group (TAAG) Technical accounting support including compilations, month-end close development, GAAP financial statements, technical accounting memos, implementation support, and ongoing advisory for complex accounting matters.
• AI & Business Systems Advisory AI and business systems advisory helping businesses evaluate AI opportunities, choose and implement tools (ERP, CRM), build scalable processes, and integrate AI into operations.
• Public Company Assurance Audit and assurance services for public companies including financial statement audits, SOX 404 internal control audits, quarterly reviews, SEC filing support, and agreed-upon procedures.
• Assurance Services for Funds & Fund Administrators Fund audit services for real estate, private equity, venture funds, fund-of-funds, and SPVs, with PCAOB-registered audits for funds ranging from $1M to $300M.
• HITRUST Certification HITRUST CSF certification services for healthcare and regulated industries, covering e1, i1, r2, and targeted evaluations. Tanner was the first Utah-based firm named a HITRUST Authorized External Assessor.
• Nonprofit Assurance Audit and assurance services for nonprofits including financial statement audits, OMB A-133 single audits, Uniform Guidance audits, and Yellow Book audits for mission-driven organizations.
• Field Exam Services Credit risk assessment services for lenders including collateral verification, operational strength evaluation, cash flow testing, and management insight assessments, delivered through Tanner's proprietary field exam platform.
• R&D Tax Credits Research and development tax credit identification and claiming services, having helped businesses claim more than $130 million in R&D credits since 2018.
• Transfer Pricing Transfer pricing analysis, documentation, and audit defense services including local files, master files, country-by-country reports, and intercompany agreement drafting.
• Succession Planning Leadership transition planning for family-owned businesses, founders, and private equity-backed companies, addressing ownership transfer, tax strategy, and next-generation leadership preparation.

Quantifiable outcome

• 500+ successful M&A transactions over the past decade
• +5 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• Allinial GlobalcoreStrategic or Co-development PartnerTanner is a proud member of Allinial Global, an award-winning association of legally independent accounting and consulting firms. Through this affiliation, Tanner accesses collective knowledge, resources, and experience of 270+ firms across 112 countries. This global connection expands Tanner's ability to support clients with broader services, deeper niche expertise, and international reach while maintaining the responsiveness of a locally rooted firm.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• CliftonLarsonAllen (CLA): Top 10 U.S. accounting firm with a comparable outsourced accounting/CAS, audit, tax, and advisory model focused on mid-market private businesses, healthcare, and financial institutions. CLA's service breadth and target customer base closely mirror Tanner's positioning.
• Eide Bailly: Top 25 U.S. CPA firm with a comparable audit, tax, and advisory service mix serving middle-market businesses. Like Tanner, it operates as a regional powerhouse (headquartered in the Mountain West/Midwest) with comparable industry verticals including tech, nonprofit, and private equity.
• Wipfli: Top 20 U.S. accounting and advisory firm with nearly identical service lines (audit, tax, outsourced accounting, technology, cybersecurity) and a similar middle-market client base. Wipfli operates as a Top 100 firm with comparable scale and partnership structure.
• Moss Adams: Top 15 U.S. CPA firm with strong West Coast and Mountain West presence and similar industry verticals (technology, healthcare, nonprofit, private equity). Moss Adams offers the same audit, tax, and consulting model serving middle-market and high-growth companies.
• Plante Moran: Largest U.S. firm headquartered outside the Big 4, with a comparable mid-market focus across audit, tax, consulting, and wealth management. Similar to Tanner, it serves growing businesses, private equity, and technology companies with a partnership-driven culture.
• Forvis: Recently merged Top 10 firm (BKD + Dixon Hughes Goodman) with a comparable audit, tax, and advisory practice serving middle-market companies, healthcare, financial institutions, and energy. Operates with a similar partnership model and similar Top 200 footprint.
• Crowe: Top 10 U.S. public accounting and consulting firm offering audit, tax, advisory, and risk consulting. Crowe shares Tanner's middle-market focus and PE/fund services, with comparable SOC, HITRUST, and IT audit capabilities.
• Marcum LLP: Top 20 U.S. accounting and advisory firm with strong practices in tax, audit, advisory, and technology consulting. Marcum serves middle-market companies, public companies, and high-net-worth individuals across comparable industries.

Broad incumbents

• RSM US: Largest U.S. provider of audit, tax, and consulting services focused on the middle market. RSM directly competes for Tanner's mid-market and PE-backed clients but operates at substantially larger scale with global reach through the RSM International network.
• BDO USA: Global mid-market accounting network with significantly larger scale than Tanner. BDO competes for the same middle-market and PE-backed clients but offers broader international footprint, deeper industry coverage, and more resources for large multi-jurisdictional engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/tannercompany
• Facebookfacebook.com/tannercompany
• LinkedInlinkedin.com/company/21278

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tanner