With over 17 years experience in financial analysis, audit and tax our firm will provide you and your clients the expertise you need.  We understand the sensitive nature of a divorce and will provide you and your clients with our professional unbiased opinions in a timely manner.

Our focus is on the financial side of the case.  We can determine income and expenses; the nature and amount of marital and separate assets and liabilities; value of businesses, professional practices, or both; and the impact of taxation on the support and property division.  We also assist in the facilitation of settlement, support, standard of living reports and all related work.  We can be appointed as a special master by the court or the parties to the case.

We can provide a variety of services related this process including but not limited to the following:

  • Mr. Wilson accepts Special Master appointments either by the court or parties to the case.
  • Marriage dissolution (divorce) and asset planning in the process
  • Business valuations
  • Provide expert witness testimony in an effort to resolve disputes or assist legal council.
  • Post separation reimbursements
  • Reimbursements subject to Family Code 2640
  • Stock options allocations
  • Asset allocations
  • Retirement account allocations
  • Community or separate property characterizations
  • Preparation of cash available, support arrearage calculations, standard of living reports

We stand ready to assist you in your next case.  We will deliver affordable, timely and professional results.

 

If you have any questions or would like additional information, please contact us.

"There is no substitutes for informed judgment based on exhaustive discovery and inspection, regardless of whom you represent.  To the lawyer, the accountant must act as a teacher, researcher, fact finder, and ultimately, the medium through which financial and other economic evidence is put before the court.  To the court, the accountant owes integrity, honesty, and a sense of purpose imbued with the notion that the CPA's role is to help the court- not confuse or complicate the issues.  Satisfying these multiple duties leaves little room for blatant advocacy or acting as a 'hired gun'."

–Robert B. Moriarity & David J. Zaumeyer "The Valuation Expert in Divorce Litigation"

 

 

 

Login   Search   Site Map   Privacy Policy   Disclaimer