About Us

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.

As a proud member of JHI, an international network of elite, like-minded professionals providing similar services in other countries around the world, we have access to and can connect our clients with advisors who are located in and familiar with accounting and tax laws in other countries as needed.


Partners

Our partners have extensive 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 C. Navolio, CPA

John C. Navolio, CPA


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 S. Tallman, CPA

David S. Tallman, CPA


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 Cayanan Toal, CPA

Irma Cayanan Toal, CPA


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.


Thomas J. Parry, CPA

Thomas J. Parry, CPA


Tom is the current chair of the AICPA Peer Review Board and member of the Board’s Oversight Task Force and Peer Review Practice Monitoring Task Force for Employee Benefit Plans as well as the California Peer Review Committee. He also serves on the Quality Control Task Force of the Auditing Standards Board. Tom has over 40 years of public accounting experience providing audit and accounting services to investment funds, not-for-profit organizations and foundations, and employee benefit plans and tax and advisory services to businesses and individuals. He specializes in reviewing quality control policies and procedures for other AICPA member firms and acts as the quality control reviewer for audit and accounting services provided by other firms to both public and privately-held clients.

Tom began his career at Benson & Neff, a local firm located in San Francisco, in 1976, became a partner in 1981, and was a director from 1985 until he joined Navolio & Tallman in July 2017. He was responsible for the system of quality control applicable to all accounting and audit services provided by the firm and the engagement partner for all audits performed by the firm. Tom’s experience is broad-based, with the expertise to serve a variety of business enterprises and professionals in different industries. Because audits and reviews provide valuable insight into a business’s operations, he is well-positioned to provide sound advice and recommendations to help his clients streamline their accounting procedures, increase the efficacy of internal accounting controls and internal management reports, and forecast tax consequences of significant business transactions.

In addition to his active involvement as a member of the American Institute of Certified Public Accountants, he is also a member of the California Society of Certified Public Accountants. Tom holds a bachelor’s degree in accounting from the University of Santa Clara and an M.B.A. degree with a concentration in Taxation from California State University, Hayward (now California State University, East Bay).

Outside of the office, Tom enjoys attending and watching college football games, vacations and get-aways to the beach and mountains, and just spending time with his wife and grown children and, more recently, grandchildren.


Stanley M. Tolle, CPA

Stanley M. Tolle, CPA


Stan has over 45 years of public accounting experience. Over those years, he has gained a depth of knowledge and served clients in a broad spectrum of industries including wholesale and distribution; service industry including professional services; agriculture, vineyard and winery operations; tourism and hospitality; and website and e-commerce. Stan provides accounting, advisory, and tax services to corporate and partnership clients and income and estate tax planning and compliance services to individuals, their families, and family entities. He particularly enjoys working with clients to recommend accounting systems that streamline operations and improve the quality and timeliness of management information.

Stan began his career at Benson & Neff in San Francisco in 1971, became a partner in 1975, and most recently was the President of the firm before joining Navolio & Tallman in July 2017. He holds a bachelor’s degree in Business from Hiram Scott College in Scottsbluff, Nebraska, where he graduated magna cum laude. Stan is a member of the American Institute of Certified Public Accountants and its Tax Division and Information Technology Division, the California Society of Certified Public Accountants, and the Institute of Management Accountants.

Stan enjoys his long weekends breathing the fresh mountain air at Lake Tahoe where he officially resides.