Our Approach
Clarity from complex financial records:
At Forensics CPA Tax, PLLC, we work alongside counsel from case assessment through trial, turning financial data into credibility. We give attorneys across the New York metro area evidence built to withstand cross-examination.
The Art of Financial Clarity
At Forensics CPA Tax, PLLC, we specialize in the financial side of conflict, the place where facts meet judgment, and every dollar has a motive.
Expert Analysis
When a case turns on financial facts, attorneys need more than accounting expertise. They need analysis that is independent, understandable, and defensible.
Forensic Accounting
Forensics CPA Tax, PLLC provides forensic accounting and litigation support services to attorneys, businesses, and individuals involved in complex financial disputes.
Clean Presentation
We analyze the numbers, identify what matters, and present our findings in a form that counsel, opposing experts, judges, and juries can understand.
Our Role
Our role is to bring structure to that complexity. We work with counsel to identify the relevant financial issues, analyze records, test assumptions, quantify economic damages, and develop conclusions supported by the evidence.
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Financial disputes can involve thousands of transactions, years of records, competing assumptions, and incomplete information.
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Economic damages and lost profits calculations
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Fraud and embezzlement investigations
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Asset tracing and financial reconstruction
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Business valuation
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Shareholder and partnership disputes
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Business interruption claims
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Matrimonial and divorce litigation
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Review and rebuttal of opposing expert report
We specialize in:
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Expert witness testimony and damage quantification
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Fraud and embezzlement analysis
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Business interruption and insurance claims
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Shareholder and partnership disputes, often centered on business valuation
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Divorce and marital asset tracing
Fraud Investigations & Asset Tracing:
->Follow the Transactions.
->Establish the Facts.
Fraud rarely announces itself clearly in a financial statement. he objective is straightforward: determine where the money came from, where it went, and what the records can prove.
Our forensic accounting investigations examine bank records, general ledgers, tax returns, financial statements, electronic records, and transaction histories to identify irregularities and reconstruct what occurred.
We assist with matters involving suspected fraud, embezzlement, misappropriation of assets, concealed income, unexplained transactions, and asset tracing.
Economic Damages & Lost Profits
Turning Financial Loss Into a Defensible Calculation.
Claims for economic damages require more than identifying a loss. They require establishing what happened, what would reasonably have happened otherwise, and how the difference should be measured.
We assist counsel with economic damages calculations, lost profits analysis, business interruption claims, breach-of-contract damages, and other commercial disputes where financial loss is at issue.
Every conclusion begins with the evidence and ends with a methodology we can explain and defend.
Our reports don’t just explain the numbers, they persuade with them.
Expert Support Attorneys Trust
A strong expert doesn’t just understand accounting, they understand the room. We present facts in a way juries grasp and attorneys trust, delivering analysis that holds up under scrutiny and commands attention.
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Our work blends financial insight, courtroom experience, and clear communication into evidence built for precision, persuasion, and credibility. When the outcome depends on the numbers, you need someone who knows what they mean, and can defend them anywhere they’re challenged.
What sets us apart:
Court-tested expert witness experience
Reports structured for clarity, precision, and persuasion
Neutrality that earns credibility in every forum
Discretion, integrity, and uncompromising accuracy
When the stakes are high, we don’t just testify we translate complexity into clarity.
From Discovery to Decision
Every engagement begins with a single question: What happened?
Case Assessment
Define scope, data, and key financial issues.
Evidence Collection
Retrieve, review, and verify documentation.
Financial Analysis
Trace transactions, quantify losses, identify patterns.
Reporting & Testimony
Deliver facts that move the case forward.
By the time we’re done, the numbers aren’t just organized... they’re undeniable.
Expert Witness & Rebuttal Services:
Analysis That Can Withstand the Other Side
We also review opposing expert reports to evaluate methodologies, assumptions, calculations, and conclusions. Our objective is not advocacy disguised as accounting. It is credible financial analysis that holds up under scrutiny.
We assist counsel in evaluating the opinions, assumptions, methodologies, and calculations of opposing financial experts. Rebuttal engagements may include preparation of rebuttal reports, identification of methodological weaknesses, and financial analysis supporting counsel in Daubert or Frye challenges to expert testimony.
Our analysis focuses on whether the expert's conclusions are supported by the underlying financial evidence, whether accepted methodologies have been appropriately applied, and whether the assumptions used are reasonable and supportable.
Matrimonial Litigation
Finding and Valuing the Financial Picture
We turn complex financial histories into clear, documented findings counsel can use in negotiation, settlement, or trial.
Complex divorce matters can require detailed analysis of businesses, investments, income, property, and financial transactions accumulated over many years.
We assist matrimonial attorneys with marital asset tracing, business valuation, income analysis, lifestyle analysis, separate-property tracing, and identification of potentially undisclosed assets or income.
Shareholder & Partnership Disputes
When Business Relationships Become Financial Disputes
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Disputes among shareholders, partners, and business owners frequently involve questions of value, compensation, distributions, expenses, ownership interests, or alleged diversion of company assets.
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We provide forensic accounting and business valuation support to help counsel determine the financial facts underlying the dispute.
Our analysis can address ownership interests, shareholder compensation, related-party transactions, distributions, business performance, and the value of closely held businesses.
Forensics CPA Tax brings forensic discipline to every litigation engagement.
For attorneys, that means financial analysis grounded in evidence, supported by accepted methodologies, and prepared from the outset to withstand challenge.
We do not begin with the answer and work backward. We begin with the records.