Financial Solutions

Matrimonial/Family Finances, Mediation, Litigation Support, Taxes, Forensic Accounting, Fraud Examination

Today’s personal and family financial challenges, legal matters, tax matters, and matrimonial discord often require the consultation of CPAs who possess expertise in a wide range of accounting, tax, financial, forensic and investigative matters. We represent our clients with the utmost of professional care. We substantiate our findings with convincing, supporting evidence.

For the Client – Areas of forensic accounting services include evaluating financial data, preparing budgets and Financial Affidavits, Statements of Net Worth, present value calculations, alternatives to traditional settlement options, higher education planning, tax planning, preparation and impact, provide support to strike the optimal balance between your desires and the ideal solution, negotiate with third parties on your behalf, retirement and estate planning.

We provide litigation support services, divorce mediation and interdisciplinary collaboration. We often get involved early as litigation strategists and consultants to help determine how best to optimize our support for your ultimate benefit. We also perform expert witness services and testimony. We collaborate with outside experts in such fields as law, real estate, banking or others with specific industry and/or subject matter expertise.

Our firm works closely with you to prepare tax returns and all other tax documents required for you and/or your business. From the first receipt to the final submission, you can be assured that your tax and financial matters will be handled promptly and accurately.

For Attorneys – Attorneys typically consult a CPA or Forensic Accountant when a case calls for it, a firm that is already familiar with your work will be better positioned to provide assistance when a case arises. With this in mind, Bennett and Company works closely with our legal colleagues even outside of litigation, valuation or forensic services. Our attorney clients often consider us an extension of their office, a resource to call with technical questions, and a place to seek professional insight on any accounting, tax, valuation, investigative or litigation support matters.
Trial and Settlement Support – We assist by providing persuasive, articulate and credible expert testimony. We brief the attorneys, litigants and other parties involved in the understanding and presentation of forensic, financial and economic evidence.

Damage Studies – We assist clients and counsel by performing forecasts, projections, business valuations or feasibility studies related to a case and consolidating all financial data into economic evidence in an effort to effectively demonstrate the strength of the legal position taken.

Examples of Cases:

  • Divorce Mediation and Interdisciplinary Collaborative Divorce
  • Alternative Dispute Resolution (ADR)
  • Reconstruction of missing or incomplete records
  • Insurance Claims
  • Business Valuations
  • Commercial and contract litigation
  • Personal injury and wrongful death claims
  • Pre-Marital Agreements
  • Breaches of Contract
  • Business acquisition and sales


Considerations During Divorce
Finances and the Family from Taxes to Financial Planning