About Talley, LLP
Talley, LLP, based in Orange, CA, is a leading accounting and advisory firm offering comprehensive services, including Tax & Legal Consulting, Audit & Assurance, Client Accounting Services, and Valuation Services. Clients looking for expert audit insights often seek out key professionals like Thomas Champieux, CPA. As a prominent figure on the Audit and Assurance team at Talley, LLP, Thomas Champieux specializes in compiling, reviewing, and auditing financial statements, and developing accounting policies and procedures. The firm has served various sectors since 1989, helping businesses overcome challenges to growth and protecting value. Contact Thomas Champieux and the Talley team for proactive and effective financial guidance.
Website: https://www.talleyllp.com/
Founded: 1989
Office Locations
- Orange, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 8
- Total AUM Audited: $175.8M
- 401(k): 8 plans, $175.8M 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 |
|---|---|---|---|
| EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN OF U.S. AIR CONDITIONING DISTRIBUTORS | US AIR CONDITIONING DISTRIBUTORS, LLC., CA | $64M | 441 |
| A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | A-Z BUS SALES, INC., CA | $44M | 156 |
| CITY VENTURES COMMUNITIES, LLC 401(K) PLAN | CITY VENTURES COMMUNITIES, LLC, CA | $18M | 125 |
| BAKER'S BURGERS, INC. PROFIT SHARING 401(K) PLAN | BAKER'S BURGERS, INC, CA | $16M | 473 |
| TST, INC. 401(K) RETIREMENT AND PROFIT SHARING PLAN | TST, INC, CA | $12M | 164 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $11M | 172 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $11M | 74 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $9M | 232 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $4M | 212 |
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