Relationship Team

GREG TANNER

Principal

Greg Tanner “I truly enjoy helping small business owners find success in their endeavors.  When I can help them weave their way through regulatory and tax entanglements, financing options, or just getting an accounting entry recorded, I know I’ve made their job a bit easier.”

Greg joined the firm in 2009 as a result of an acquisition of a local CPA practice.  He works with small and mid-sized privately held companies, providing audited and reviewed financial statements.  Additionally, he provides tax planning, compliance, and consulting services to businesses and high net worth individuals.

Career

  • Practitioner in the accounting industry since 1996
  • Staff Accountant, Strabala, Ramirez & Associates
  • Senior Manager, Sweek Connolly & Company (Acquired by Wertz & Company in 2009)
  • Principal, Wertz & Company, LLP, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Arts in Business Administration, emphasis in Accounting; minor in English; California State University, Fullerton
  • Master of Science in Taxation, Golden Gate University, San Francisco

Professional & Community Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Orange County Chapter of the California Society of Certified Public Accountants
  • Serves in a leadership capacity and as a compliance auditor for local congregations of the Church of Jesus Christ of Latter-day Saints

Personal

  • Married to wife, Kathy, for over 15 years. They reside in Portola Hills and are the parents of four children
  • Enjoys spending time with his family, raising his children, including coaching and supporting them in various sports leagues and
    other activities
  • The entire family are fans and supporters of the Cal State Fullerton baseball team
Column Image
Secure Dock

Store your strategic documents in an organized manner, & get convenient solutions for document access and distribution. All secure, all guaranteed.

Read More ►

Resources

Those who succeed tend to hold great curiosity about matters that concern them. The following resources we have assembled can satisfy some of that curiosity.

Read More ►

Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.