# Navolio & Tallman LLP
Source: https://planprovider.pro/provider/navolio-and-tallman-llp

> From its San Francisco base in the heart of the Bay Area, Navolio & Tallman LLP works with organizations and individuals that need steady audit and tax s…

Employee Benefit Plan Auditor

San Francisco, CA

## About Navolio & Tallman LLP

<p>From its San Francisco base in the heart of the Bay Area, Navolio &amp; Tallman LLP works with organizations and individuals that need steady audit and tax support across local, national, and international markets.</p>

<p>Founded in 2007, the firm is led by partners John C. Navolio, CPA (Managing Partner) and David S. Tallman, CPA. Its work covers audit and attest, accounting, advisory, and tax planning and compliance.</p>

<p>Navolio &amp; Tallman LLP’s client mix includes securities funds, private equity and venture capital firms, real estate firms, and high-net-worth individuals. The firm’s differentiator is its concentration on investment and real estate-related clients alongside individual tax needs, which shapes how it approaches attest and planning work.</p>

<p>For details, contact Thomas J. Parry at (415) 956-1750.</p>

<ul>
<li>Audit and attest services (including work relevant to <a href="/auditors/401k">401(k) auditors</a>)</li>
<li>Tax planning and compliance</li>
<li>Advisory services</li>
<li>Accounting services</li>
</ul>

Website: [https://ntllp.cpa/](https://ntllp.cpa/)

Founded: 2007

## Office Locations

- San Francisco, CA

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 3

- Total AUM Audited: $80.2M

- 401(k): 3 plans, $80.2M AUM

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| GARRATT-CALLAHAN COMPANY EMPLOYEES' PROFIT SHARING PLAN|
GARRATT-CALLAHAN COMPANY, CA|
$76M|
410|

| JLT (USA) EMPLOYEES' RETIREMENT PLAN|
MARSH & MCLENNAN COMPANIES, INC., NY|
$39M|
2|

| JLT (USA) STABLE VALUE PLAN - TW LEGACY|
MARSH & MCLENNAN COMPANIES, INC., NY|
$4M|
15|

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