Firm Names SHUMWAY & DEWIDT TAX PARTNERS

Charley Shumway brings nearly 30 years of experience in tax and consulting services, specializing in multi-tiered partnerships, LLCs, private equity and venture capital-backed companies, and family-owned businesses. His expertise includes tax planning, complex partnership cash waterfall analysis, income allocations, reorganizations, liquidations, partnership formations, and deal structuring. He is highly skilled in resolving federal, state, and local tax matters, including representation before the Internal Revenue Service and the Utah State Tax Commission.

Before joining Tanner, Charley gained valuable experience at a Big 4 accounting firm as well as smaller local and regional firms. He earned both his Bachelor’s and Master’s degrees in accounting from Southern Utah University and is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Steve DeWidt has nearly 13 years of public accounting experience, serving clients in industries such as technology, manufacturing, and life sciences. He has worked extensively on federal and state income tax compliance, merger and acquisition transactions, and international tax issues. At Tanner, Steve focuses on corporate tax and accounting for income taxes under ASC 740, serving clients ranging from large public companies to small private businesses.

Prior to joining Tanner, Steve worked in the biotechnology and healthcare industries for more than eight years. He holds a Bachelor of Science degree in molecular biology from Brigham Young University and a Master of Accounting degree with a tax emphasis from the University of Utah. Steve is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

“Charley and Steve have been integral members of the Tanner team for years, and their extensive experience and expertise make them valuable additions to the partner group,” said Managing Partner Mark Erickson. “Their deep knowledge of complex tax matters strengthens our ability to provide exceptional service to our clients. I’m eager to see the positive impact they’ll continue to have on our talented and driven tax team.”