About Talbot Korvola & Warwick LLP
Talbot Korvola & Warwick LLP is a leading CPA firm based in Lake Oswego, Oregon (OR), providing comprehensive accounting and tax services. Trusted by businesses and individuals throughout the Portland metro area, Talbot Korvola & Warwick is committed to delivering exceptional financial expertise. For inquiries and professional accounting needs, contact the firm today. The firm's dedicated team, including contact Julie Fahey, ensures personalized service and strategic guidance to help clients achieve their financial goals. Located at 14945 SW Sequoia Pkwy, Suite 200, Lake Oswego, OR 97401, Talbot Korvola & Warwick LLP can be reached by phone at 503-274-2849. Visit <https://www.tkw.com/> to learn more about the accounting services offered by this Oregon CPA firm.
Website: https://www.tkw.com/
Founded: 1986
Office Locations
- Lake Oswego, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $302.8M
- 401(k): 6 plans, $302.8M 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 |
|---|---|---|---|
| NORTHWEST PUMP & EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN | NORTHWEST PUMP & EQUIPMENT CO., OR | $73M | 179 |
| MCGUIRE BEARING COMPANY EMPLOYEES' 401K RETIREMENT PLAN | MCGUIRE BEARING COMPANY, OR | $54M | 251 |
| NORTHWEST PUMP & EQUIPMENT CO. 401(K) PROFIT SHARING PLAN | NORTHWEST PUMP & EQUIPMENT CO., OR | $23M | 385 |
| RIVER CITY ENVIRONMENTAL, INC. 401(K) PROFIT SHARING PLAN | RIVER CITY ENVIRONMENTAL, INC., OR | $3M | 98 |
| BLUE OCEAN TECH LLC | BLUE OCEAN INC, OR | $2M | 127 |