At its heart, Tanner & Company is—and has always been—a family business, with clients firmly woven into that family. The firm began in 1947 under Murray Sharf. In
the 1970s, Bill Tanner took the reins and, together with his brother Steve Tanner, successfully guided the practice for decades until Bill's retirement in 2020. At that time, Marcus and Adrie Bittner purchased Bill's share, continuing the tradition. As Steve now looks toward retirement, his niece Cassie Tanner has joined to carry the family legacy forward. Over the years, they've completed and successfully filed more than 125,000 tax returns. They work by appointment only and offer virtual services via SmartVault portal.
Over 75 years in business (since 1947)
125,000+ tax returns completed
Family-owned and operated — clients are like family
Specialization in tax preparation only — not distracted by unrelated services
Virtual services via SmartVault portal
In-person, online filing, or drop-off options
Offers cookies during in-person appointments
Services
Tax Preparation & Planning
Tax preparation and planning for individuals and businesses. They save time, money and stress by preparing and filing returns while claiming every allowable deduction and credit. For businesses, they help minimize tax liability while ensuring compliance.
Guidance on selecting the right business entity (LLP, LLC, sole proprietorship, partnership, corporation, etc.) based on enormous financial and tax implications for the business.
Entity type comparisonTax implication analysisEntity change guidance
IRS Representation
IRS audit representation for clients facing an IRS audit. They bring years of experience in dealing with tax matters and IRS audit procedures to ensure proper representation.
Retirement strategy for individuals and couples, and retirement plan selection for businesses. They work to develop a retirement plan designed to withstand economic ups and downs.
Personal retirement strategyBusiness retirement plansCompliance education
Reviews
Rating
3.5
★★★★☆
Reviews
19
"Marcus does a great job on my taxes!"
Frequently Asked Questions
What services does Tanner & Company offer? +
Tanner & Company specializes exclusively in tax preparation and planning for individuals and businesses. They also offer business entity selection guidance, IRS representation, and retirement planning.
How does the tax preparation process work at Tanner & Company? +
They work by appointment only. Clients upload documents to their secure SmartVault portal, give a heads-up that everything is in, and the return is prepared, reviewed, and electronically filed once payment is received. A final copy is uploaded to SmartVault.
Does Tanner & Company offer virtual services? +
Yes, most returns are completed without clients needing to step into the office. They use a secure SmartVault portal for document exchange. They offer in-person service, online filing, or drop-off options.
How long has Tanner & Company been in business? +
Tanner & Company began in 1947 under Murray Sharf and has been in continuous operation since then — over 75 years. They've completed and successfully filed more than 125,000 tax returns.
What is the history of Tanner & Company? +
The firm began in 1947 under Murray Sharf. In the 1970s, Bill Tanner took the reins and, together with his brother Steve Tanner, guided the practice for decades until Bill's retirement in 2020. Marcus and Adrie Bittner then purchased Bill's share, and Cassie Tanner (Steve's niece) has joined to carry the family legacy forward.
3.5
