We are specialists at helping attorneys manage their trust accounts. While practicing law is your expertise, ours is making sure that your trust accounts can stand up to government audits. Personal injury and real estate attorneys rely on us to get the job done right and on time so they can focus on handling the legal issues.

We also offer a substantial list of litigation support services to help you manage your practice.

Trust Accounting

If you’ve ever been concerned, even for a moment, about complying with the stringent rules of the Office of Attorney Ethics regarding attorney trust accounts, it’s time to consider help from a CPA firm with more than twenty years’ experience in this area. Because we maintain trust accounts for many law practices, large and small, we are completely up to date with OAE requirements. We can:

• Reconcile and maintain your trust accounts
• Computerize your trust accounting function
• Represent you whenever needed at OAE audits

By relying on us for these services, you’ll save time and avoid the problems associated with an OAE audit.

We will work with you to set up a system that will help:

• Eliminate errors
• Maintain accountability for all transactions
• Maintain an accurate trust history for each client
• Allow for simple, straightforward handling of trust funds
• Stand up to any audit by the New Jersey Office of Attorney Ethics

Forensic Accounting

Forensic accounting is the application of methodology to legal issues. It is frequently associated with white-collar crime, fraud, embezzlement, and general abuse of fund issues.

Our approach attempts to establish sufficient proof to support or refute allegations of fraud, misuse of funds, inappropriate accounting practices, and other breaches of trust.

As a certified forensic accountant, Sam is thoroughly experienced in detecting areas of fraud and abuse..

Bankruptcy

We can assist you as trustee with the:

• preparation of official forms including voluntary petition, list of creditors, schedules, and more
• scheduling of claims, reconciling proofs of claims
• claims processing systems
• disbursing agent services
• analyzing executory contracts
• identifying possible preferential transfers and fraudulent transfers
• developing the plan of reorganization
• preparing financial presentations
• developing business valuations
• preparing documentation for court motions, expert witness representation
• acting as an examiner

Marital Dissolution

We will examine and provide valuation of assets in marital disputes including:

• tracing of assets
• asset valuation
• alimony and child support calculation

We will perform forensic examination procedures that find hidden assets and/or income.

Business Dissolution and Valuations

We will analyze and value all aspects of the business for:

• sale or merger of the business
• estate valuation purposes
• divorce proceedings

Contractual Disputes

Lost profit analyses - We will provide an analysis of lost profits that relate to breach of contract actions. These actions may include:

• agency agreements
• breach of warranties
• construction contracts
• employment contracts
• non-compete agreements
• franchise agreements
• insurance contracts
• real estate transactions
• sale of business

Personal Injury Cases

• Determine known facts
• Determine what additional documents and records are required
• Perform a calculation of lost income damages

Wrongful Termination Cases

• Determine known facts
• Determine what additional documents and records are required
• Perform a calculation of lost income damages