Talbot Korvola & Warwick

Name

Talbot Korvola & Warwick

Legal name

Talbot, Korvola & Warwick, LLP

Website

https://tkw.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assurance Services: External audit, review, compilation, single audit, and agreed upon procedure services for organizations requiring independent verification of financial statements and accounting practices.
2. Tax Services: Tax consulting, planning, and compliance services for businesses, individuals, and not-for-profit organizations. Includes federal, state, and local tax services, as well as tax return preparation and strategic tax advice.
3. Business Advisory: Strategic advisory services helping clients improve operations, enhance financial reporting, implement new systems, and make sound financial decisions. Acts as extension of client management team.
4. Outsourced Accounting: Day-to-day financial transaction handling including bookkeeping, accounting, tax preparation, controller services, and customized management reporting. Can be temporary or permanent arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Talbot, Korvola & Warwick (TKW) is a Pacific Northwest public accounting firm providing professional accounting, tax, advisory and outsourced finance services. Its core offerings are Assurance (audit, review, compilation, single audit, agreed-upon procedures), Tax (consulting, planning, compliance, return preparation for businesses, individuals, not-for-profits), Business Advisory (operational improvement, financial reporting, systems implementation, strategic advice), and Outsourced Accounting (bookkeeping, controller services, management reporting on a temporary or permanent basis).

Product overview

Talbot, Korvola & Warwick (TKW) is a public accounting firm offering a unified suite of professional services centered on assurance and tax. The core portfolio consists of four integrated service lines: Assurance Services (auditing, reviews, compilations), Tax Services (consulting, planning, compliance), Business Advisory Services, and Outsourced Accounting. These services are designed to work together, allowing the firm to serve clients from audit and tax compliance through to strategic business guidance and ongoing accounting support.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services External auditing services comprising audit, review, compilation, single audit, and agreed-upon procedure engagements for organizations that require independent verification of financial statements. Auditors review financial records, accounting procedures and operating systems to improve accuracy and efficiency, reduce costs, enhance revenue, and strengthen internal control.
• Tax Services Tax consulting, planning and compliance services for businesses and individuals, including tax return preparation, opportunity identification, and advisory on the potential tax consequences of proposed transactions. Year-round analytical thinking and professional communication are applied to deliver creative tax advice to a broad range of clients.
• Business Advisory Services Strategic advisory services that act as an extension of client management teams to improve operations, enhance financial reporting, implement new systems, and contribute to sound financial decisions across the lifecycle of a business.
• Outsourced Accounting Day-to-day financial transaction handling including bookkeeping, accounting, tax preparation, controller services, and customized management reporting. Provided on a temporary or permanent basis to address capacity or cost constraints.

Quantifiable outcome

• Helped businesses identify competitive advantages and improve cost-effectiveness
• +1 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Aprio AlliancecoreStrategic or Co-development PartnerAprio Alliance is a national association created by accounting professionals to help collaborative, growth-minded CPA firms thrive. The affiliation gives TKW access to leading expertise, resources, and best practices while maintaining independent firm identity. TKW remains fully independent, maintaining their name, client relationships, and service approach while leveraging the strength of a national firm network.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Aprio LLP: National CPA and advisory firm that leads the Aprio Alliance of which TKW is a member. Comparable as a top-50 US accounting firm serving mid-market businesses with assurance, tax, and advisory, and relevant because the alliance is a stated strategic asset for TKW's growth.

Regional players

• Clark Nuber PS: Bellevue, Washington-based CPA firm serving closely held businesses, nonprofits, and individuals in the Pacific Northwest. Comparable in service mix and mid-market positioning, though primarily serving the Puget Sound region rather than Oregon.

Broad incumbents

• BDO USA: Top-5 global accounting network with a Portland office serving Pacific Northwest mid-market clients in assurance, tax, and advisory. Comparable as a competitor for the same government, manufacturing, and construction clients TKW serves, but at a larger scale.
• FORVIS (formerly FORVIS Mazars): Top-10 US accounting firm resulting from the merger of firms including Perkins & Co (Portland). Comparable to TKW as a mid-market audit, tax, and advisory competitor with significant Pacific Northwest presence.
• Plante Moran: Top-20 US accounting and advisory firm focused on middle-market companies, with construction, manufacturing, and government sector expertise. Comparable to TKW as a competitor for larger closely held and government audit engagements in the Pacific Northwest.
• Moss Adams LLP: Largest Pacific Northwest-based CPA and business advisory firm, headquartered in Seattle with a strong Portland presence. Directly comparable to TKW as a regional mid-market audit, tax, and advisory competitor serving government, manufacturing, construction, and nonprofit clients across the same geography.

Direct peers

• BKM Sowan Horan LLP: Portland, Oregon-based CPA firm of similar size offering assurance, tax, and advisory services to closely held businesses, individuals, and nonprofits in the Pacific Northwest. Direct comparable as a local mid-market competitor with overlapping client verticals.
• Aldrich CPAs + Advisors LLP: West Coast-based mid-market CPA and advisory firm with offices in Oregon and Washington. Comparable to TKW in service offering (assurance, tax, outsourced accounting, advisory), closely held business focus, and Pacific Northwest regional coverage.
• Geffen Mesher & Company LLP: Portland-based CPA firm of similar size offering assurance, tax, and advisory services to closely held businesses, nonprofits, and individuals in the Pacific Northwest. The most head-to-head local competitor to TKW given shared geography, service mix, and middle-market client focus.
• Kernutt Stokes LLP: Pacific Northwest-based CPA firm with comparable headcount offering tax, audit, and outsourced accounting services to closely held businesses and individuals. Similar professional services delivery model and regional Pacific Northwest footprint make it a close comparable.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/talbot-korvola-warwick-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Talbot Korvola & Warwick