Litigation Support Services 

 

Coffelt CPA can help attorneys and their clients in the following ways:

 

Valuation Services

Business valuations – often needed in divorce cases, but also for trust/estate/planning purposes and buy/sell transactions

Review/critique of a business valuation

Advising on questions for depositions, interrogatories or cross-examination

Calculation of present value of pension benefits in divorce cases

Click here for more information on Valuation Services

 

 

Accounting Services

Accounting for fiduciaries of trusts or estates

Accounting for theft or embezzlement

Estimating income of a business/individual

Reviewing tax implications of settlements or contracts

Reconciliation of attorney trust accounts

 

 

Expert Witness

Roxanne has experience testifying both as a witness of fact (including an embezzlement case for a Big 6 firm) and as an expert witness in business valuation matters.  In fact, she has been referred to by one local judge as "unflappable".

 

Experienced – In addition to her CPA designation, Roxanne is also a CVA (Certified Valuation Analyst).  She can advise counsel on the financial/valuation issues involved in a case, providing them the insight they need to be successful.  

Virtual - we can complete almost all projects entirely virtually. 

 

Avoid potential litigation with these services:

Implementation of internal controls for small business in order to prevent theft or misappropriation of assets.

Reviewing tax implications of settlements or contracts

 

 

Attorneys:  Click here to book a free 30 minute consultation: