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Blog
Where Numbers Meet Perspective
Numbers explain what happened. We write about why it matters.
The Forensics CPA Tax Blog brings clarity to the shifting world of tax, valuation, and forensic accounting written by professionals who live it every day.
What You’ll Find Here
Straight talk on what’s changing - and what stays true.
Expect insight, not noise. Context, not clichés.
We cover forensic accounting and litigation insights, tax strategy and compliance updates, and business valuation and financial trends. Every article has one goal: to make the numbers make sense. Knowledge is most useful before you need it, so join our list for fresh insights, new regulations, and practical strategies - written by the CPAs you trust. See our latest blogs below.
FORENSICS CPA TAX, PLLC
HOW IS A BUSINESS VALUED? (Pt. 2)
Part Two of a Three-Part Series: The Market Approach In Part One, we looked at the asset approach: what a business owns and what it owes. The market approach asks a different question: What have buyers paid for similar businesses? The concept is straightforward. Finding meaningful comparisons takes judgment. How Comparable Is Comparable? Two businesses in the same industry can have very different values. One may have established management and a diversified customer base. Ano
Angel Alicea
Sep 262 min read
HOW IS A BUSINESS VALUED? (Pt. 1)
A THREE-PART SERIES Part One: The Asset Approach There is no single formula for determining what a business is worth. Depending on the company, a valuation may focus on its assets, what similar businesses have sold for, its ability to generate future income, or some combination of the three. These are generally referred to as the asset approach, market approach, and income approach. Part One examines the asset approach. What Is the Asset Approach? At its simplest, the asset
Angel Alicea
Sep 33 min read
Why Business Valuation Matters in Litigation
When a legal dispute involves the ownership or value of a business, financial questions often become just as important as legal ones. Whether the matter involves divorce, shareholder disagreements, estate disputes, commercial litigation, or tax issues, the court may need an objective assessment of what a business is worth. A business valuation is more than an estimate or an opinion based on intuition. It is a structured financial analysis that applies recognized valuation met
Angel Alicea
Jul 12 min read
How Divorce Lawyers Can Use Forensic Accountants to Track RSUs
When divorce lawyers call me about equity compensation, it usually starts the same way: "Angel, I think there are RSUs here… but I can't tell what's marital, what's separate, or what's still vesting." Restricted Stock Units are one of the most commonly misunderstood assets in modern divorces. Financial services and tech employees often receive multiple grants over several years, each with different vesting rules, performance triggers, and employment conditions. That complexit
Angel Alicea
Jun 72 min read
When Asset Tracing Holds Up on Appeal
In matrimonial cases, retirement assets are often not simply “marital” or “separate.” They are frequently both. A retirement account may have existed before the marriage. Contributions may have been made during the marriage. Employer matches may have been added. Pension benefits may have been rolled over. Assets may have moved from one custodian to another. By the time the divorce begins, the account statement shows one balance — but not the history behind it. That is where p
Angel Alicea
May 232 min read
Start Your 2026 Financials Now
Now that your 2025 tax returns are filed, this is the ideal moment to shift from compliance to strategy. The most effective individuals and businesses treat the post‑filing period as a reset point: a chance to clean up their books, reassess cash flow, and build a financial structure that prevents surprises next April. Whether you’re managing household finances or running a company, accurate, timely bookkeeping is the foundation for every smart decision you’ll make over the ne
Angel Alicea
May 81 min read
Tax Issues That Carry On Beyond the Filing Deadline
Most costly IRS issues don’t come from fraud—they come from small, overlooked misstatements. From unreported income to unsupported deductions and misclassified workers, careful review before filing can prevent audits, penalties, and compounded errors.
Angel Alicea
Apr 72 min read
Help Me Help You This Tax Season
I love all my clients, but I truly ADORE my clients who get me their tax documentation well before the Federal and State taxes filing deadlines. People who submit their tax paperwork early are far more likely to enjoy early refunds – or, at the very least, avoid the frustration and potential cost of being put on extension. So why am I reaching out to my existing or potential clients in early March? Because I care. Every tax season, I see the same issues repeat themselves—not
Angel Alicea
Mar 32 min read
Prepare for Tax Season
Tax season doesn’t have to be overwhelming. With early preparation and organized records, individuals can file accurately, reduce risk, and uncover opportunities that protect their financial well-being.
Angel Alicea
Feb 32 min read
January: More than a Fresh Start, It’s a Fraud Hot-Spot
January may feel like a fresh start, but it’s also one of the riskiest months for accounting misstatements and internal fraud. Early-year adjustments, reversals, and subjective estimates can mask errors—or deliberate manipulation—making careful oversight essential from day one.
Angel Alicea
Jan 152 min read
The Year-End Financial Review: Protect Your 2026 Finances
December isn’t just office parties and Secret Santa gifts. It’s also the perfect moment to make financial moves that save you real money. Use the last few weeks of the year to reduce your tax bill and clean up your books before they cause headaches later.
Angel Alicea
Dec 5, 20252 min read
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