Navolio & Tallman LLP is a boutique CPA firm located in San Francisco’s South of Market district. Our professionals uphold the highest industry standards and offer the sophisticated expertise and advanced knowledge of a “Big Four” accounting firm with the personalized service only a smaller firm provides.
Our passion for delivering awesome client service drives us to provide our clients with attainable, forward-thinking solutions. Whether it’s for tax preparation, income tax planning, wealth transfer or estate planning, retirement or business-succession planning, audit, business advisory, or other accounting-related services, our clients’ goals become our goals, and their desire for excellence becomes our commitment to providing the highest level of client service.
We use the most innovative technology in our profession. We have a secure portal system in place that enables us to seamlessly and securely communicate and exchange confidential documents and tax information with our clients around the globe.
Our partners have more than 60 years of combined experience providing tax planning and compliance, audit, advisory, and accounting services to a sophisticated clientele. A broad spectrum of securities funds, private equity and venture capital firms, real estate firms, high-net-worth and ultra high-net-worth individuals, and closely-held businesses rely on our specialized tax, advisory, audit, and accounting services.
John is the firm’s Managing Partner and has more than 30 years of public accounting experience serving a diverse clientele. He provides both audit and tax services and possesses a breadth of expertise that allows him to adopt a holistic approach with all clients. John works extensively with alternative investments, high-net-worth and ultra high-net-worth individuals, closely-held businesses, start-up ventures, and other entrepreneurs in various industries including hedge funds, venture capital, real estate, wineries, and a variety of other private businesses. His deep understanding of the interrelationships between businesses and their owners and investors puts him in a unique position to provide innovative tax planning and advisory services in areas such as tax-efficient entity structuring, executive compensation planning with stocks and other equity interests, complex wealth transfer strategies, business consulting and management advisory, and tax minimization techniques.
John began his career with international CPA firm KPMG (formerly Main Hurdman). He then practiced for 20 years at Harb, Levy & Weiland LLP (now EisnerAmper LLP) in San Francisco, where, in addition to serving his clients, his contributions at the manager and partner levels included growing the firm from a staff of 20 to 100; serving on the firm’s Executive Committee; developing and overseeing the human resources function (including recruiting, staff training, and mentoring); and spearheading the development of an overseas operation based in Mumbai, India.
John is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He earned a bachelor’s degree in business administration from California State University, Hayward (now California State University, East Bay) and completed graduate-level courses in taxation at Golden Gate University.
Outside of the office, John enjoys spending quality time with family and friends, is an avid golfer and a wine enthusiast, and has traveled extensively through the vineyards of France.
David is the partner in charge of the firm’s Tax practice and IT department. He has more than 20 years of experience in public accounting and specializes in strategic planning to minimize income, gift, and estate tax for high-net-worth and ultra high-net-worth individuals and their families. His in-depth knowledge of income tax and estate planning is drawn from his extensive experience with complex wealth transfer structures including family limited partnerships, charitable remainder trusts, and various forms of grantor trusts. David is also well-versed in the analysis of qualified small business stock (QSBS) and in providing sophisticated planning with respect to executive compensation, incentive stock options (ISO’s), nonqualified stock options (NQSO’s), and restricted stock units (RSU’s). He serves a wide range of clients in the personal services, venture capital, securities trading and dealing, manufacturing and wholesale, and real estate industries.
David began his career with Arthur Andersen LLP working on their private client services and real estate teams. After Arthur Andersen, he practiced for eight years as a tax specialist at the staff and partner levels with Harb, Levy & Weiland LLP (now EisnerAmper LLP) in San Francisco. David is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He holds a bachelor’s degree in business administration and management from The Master’s College and a master’s degree in taxation from Golden Gate University.
In addition to being a tax aficionado, David enjoys golfing and cycling, is a soccer fanatic, and enjoys family time with his wife and children.
Irma is the partner in charge of the firm’s Audit & Accounting and Bill Pay & Family Office practices as well as our Human Resources department.
Irma has more than 15 years of public accounting experience, including nine years in both audit and tax with Harb, Levy & Weiland LLP (now EisnerAmper LLP) in San Francisco. She serves a variety of clients spanning many industries, including real estate, registered investment advisors, investment securities partnerships, private equity firms, hedge funds, fund of funds, broker-dealers, private foundations, and manufacturing. In addition to providing a broad range of audit and accounting, review, compilation, and agreed-upon procedures services to her clients, she provides surprise examination services under the SEC and California custody rules. She also offers peer review services to other AICPA member public accounting firms. Using a practical, entrepreneurial-based approach, Irma works closely with her clients to consult, help identify, and fulfill various business needs to bring added value on all engagements.
Irma is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She earned a bachelor’s degree in accounting from the University of San Francisco and completed additional graduate-level coursework in taxation at Golden Gate University.
In her spare time, Irma enjoys traveling, working out to unwind, and spending time with her family and friends.