Tanner joined LifeCycle in December 2025 and serves as Tax Manager in the firm’s Tax Department, where he leads the individual (1040) tax team. Tanner is an Enrolled Agent (EA), a credential granted by the IRS that authorizes him to represent taxpayers before the Internal Revenue Service, and he has more than 8 years of experience in public accounting and tax preparation.
He is responsible for overseeing the preparation and review of individual tax returns, managing the department’s workflow from intake through filing, and helping clients resolve IRS notices and correspondence. Tanner also works alongside the firm’s advisors on tax planning and projections, and plays a key role in developing the department’s policies, review procedures, and team training. He earned his Bachelor’s degree in Accounting from the University of West Florida. Tanner resides in Northwest Florida with his family, including his daughter. Outside of work, he enjoys running and golfing.
Tanner W. is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Tanner W. is in no way related to Cetera, its affiliates, or its registered representatives.