Navolio & Tallman

Navolio & Tallman LLP is a professional service firm headquartered in the San Francisco Bay Area with additional offices in Reno, Nevada and New York City. The firm operates on the philosophy of People First, Excellence Always, emphasizing investment in talented, entrepreneurial professionals to deliver exceptional service outcomes. The firm specializes in delivering comprehensive tax planning, financial advisory services, and family office solutions for high-net-worth and ultra-high-net-worth individuals, their families, and sophisticated businesses. Core service areas include income tax planning and compliance, estate, trust, and gift tax planning, audit and attest services, family office administration and reporting, general partner management services for alternative investment entities, and advisory services. The firm serves clients in alternative investments including private equity, venture capital, real estate, broker-dealers, hedge funds, and management companies. The firm is registered with the Public Company Accounting Oversight Board and qualified to provide audit services to Registered Investment Advisors. Leadership includes Irma Cayanan Toal (Managing Partner, CPA), John C. Navolio (Chairman), and partners David S. Tallman (CPA), Jeffrey C. Messerschmidt (CPA), Celia Lau (CPA), Stephanie P. Ringrose (CPA), Monica J. Lee (CPA), Doug A. Yost (CPA), Elliot Isaac (CPA), and Thomas J. Parry (CPA, Partner Emeritus).