Talley & Company is a full service financial, tax and consulting organization designed to meet the needs of your entrepreneurially-driven business. We look to serve our clients as business partners and not merely as providers of accounting and tax services.

We are continually in search of new and better ways to improve our clients’ bottom line. Where suitable, we seek to act in an advisory role, adding knowledge and expertise to your current management team. We share the same entrepreneurial spirit that has helped propel your company to its current level of success.

Talley & Company: Helping you reach your goals by helping you improve your business.

From ProfitAbility
Talley & Company's Bi-Monthly Newsletter
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April 2008 Issue
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  • Cal State students to repay fees for failed classes
  • Congress offers Social Security opt-out
  • H&R Block introduces drive-thru tax return
  • More!

Tax Tip
  • Donate appreciated securities you’ve held for more than one year to a qualified public charity. You’ll receive a full fair-market-value deduction and pay no tax on capital gains. Alternately, you should sell depreciated securities to take the tax loss first, and then give the cash to charity.
Convert salary to an equivalent hourly wage
Risk Reduction
Most business owners and CFOs work very hard to lower the risk of an audit. 
The problem is that while they are doing so, they are also trying to build and operate a business.  So there is little time left to put forth an adequate effort toward managing audit risk.  The necessary review, corrective measures and ongoing adherence to policies can be jobs unto themselves.  One client of ours, who had previously called on our services in a very limited capacity, came to us looking for help in this area. 


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Talley & Company | 790 The City Drive South, Suite 300, Orange, California 92868 | 714.867.2200
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