I’m a CPA who helps individuals and businesses minimize tax liability, stay compliant, and make smarter financial decisions. I’m also a trusted advisor, backed by a great team that’s here to support your financial goals year-round — closely held businesses, contractors, and families planning a generation ahead.
The foundation is straightforward: financial statements that stay current and reliable, payroll and bookkeeping running smoothly behind the scenes, and tax work handled proactively instead of reactively. But that’s the starting point, not the finish line — accurate, timely numbers are what make the real conversations possible.
My approach is built on two things I take seriously:
Strategy — The value isn’t in producing the numbers; it’s in what accurate, timely numbers let you decide. Is your line of credit still sized for the volume you’re doing now, and does an increase make sense this year? Does refinancing pencil out at today’s rates, and what does that do to your debt service? Is your entity structure still the right one three years and two employees later? What does this year’s tax position look like in October, while there’s still time to change it? How should an estate or trust be structured — and its returns filed — so what you pass on isn’t eroded by tax you didn’t have to pay? The goal is always the same: more of what you earn (and pass on) stays exactly where it belongs, with you and your family.
Relationships — Trust, communication, and confidentiality aren’t buzzwords to me; they’re the foundation of every client relationship I build. Whether you need a straightforward tax return or a hands-on advisor for complex, ongoing needs, I meet you where you are, and you’ll always have someone to call when something changes — good or bad — whether that’s me directly or a trusted member of my team. I’m in this for the long term — and committed to being a positive presence in my community, not just my industry.
Outside of work, I’m a husband, a dog dad to two very spoiled pups, and a lifelong Notre Dame football fan. The same values that hold a good team together — discipline, trust, and showing up for each other, especially when it’s not always convenient — are what I bring to every client relationship.
If you’re looking for a CPA and a trusted advisor — someone who’ll shoot straight, stay a phone call away, and occasionally talk your ear off about Notre Dame football — let’s connect. I promise the tax advice is more reliable than my game predictions.
—Tanner