Forensic accounting is what happens at the intersection of accounting and the law.
Forensic accounting is a niche area of accounting that uses financial knowledge, technology, and specialized techniques to provide information suitable for courts of law and other avenues of investigation. Some forensic accounting includes expert witness services by a Certified Public Accountant (CPA), someone Accredited in Business Valuations (ABV), someone Certified in Financial Forensics (CFF), or a Certified Fraud Examiner (CFE).
Allied Forensic Accounting PLLC provides a wide array of forensic accounting services. Its principal, Julian Dozier, CPA, ABV, CFF, CFE, has worked as a forensic accountant continuously since 2006. Mr. Dozier frequently testifies as an expert witness, conducts covert fraud investigations, provides financial analysis to a wide variety of litigants and other clients, and works collaboratively with stakeholders to find practical solutions to complex issues.
A subset of forensic accounting, litigation support encompasses expert-level services before, during, or even after the conclusion of litigation.
Allied Forensic Accounting PLLC provides litigation support, with a particular emphasis on both civil litigation and non-litigated owner disputes. Julian Dozier, CPA, ABV, CFF, CFE has been qualified by multiple courts as an expert witness in topics including accounting, financial/economic damages, business valuation, and more. Our services include working as non-disclosed consulting experts, designated and testifying expert witnesses, and more.
Accounting for estates and trusts is complicated. Beneficiaries don't always get along. Trustees and personal representatives need competent professionals to help.
Allied Forensic Accounting PLLC provides support to trust and estate attorneys and their clients - trustees, successor trustees, personal representatives, executors, and similar roles - in the administration of trusts and estates. When a trust dispute arises, securing an experienced testifying CPA is critical to unraveling complex financial records. Julian Dozier, CPA, ABV, CFF, CFE has assisted trusts and estates with estate tax valuation issues, translating complicated financial and tax terminology to laypersons, apportionment, completing fiduciary accountings, workflow management, litigation support, and more. Our services include working on behalf of trusts, trustees, estates, and personal representatives under adversarial circumstances.
Another area of forensic accounting involves calculating, presenting, and defending economic damages. These cases can involve individuals, businesses, governments, nonprofits, and all other types of entities.
Allied Forensic Accounting PLLC brings experience and expertise to economic damage cases, both on behalf of plaintiffs and defendants. Julian Dozier, CPA, ABV, CFF, CFE has been qualified by multiple courts, claims adjusters, and others as an expert related to economic damages and lost wages. Whether your case calls for the yardstick method, the before-and-after method, or a custom/bespoke methodology, we are ready to help evaluate your situation.
Services offered by Allied Forensic Accounting PLLC include:
Complex civil litigation
Trust and Estate disputes
Contract disputes
Expert witness testimony
Fiduciary accounting
Forensic accounting
White-collar crime
Economic damages calculations
Lost wages claims
Financial analysis
Business valuation
Owner disputes and member disputes
Reconstruction of financial records
Merger and acquisition (M&A) disputes
Sell-side due diligence
Mediation and arbitration
Document management
Fraud examinations
Data analytics
Fraud checkups
Business operations consulting
And more