Business Details
Expert Accounting & Financial Consulting Services
Skorheim & Associates is a distinguished accounting and business consulting firm with over 50 years of combined experience in financial analysis, business valuation, and expert testimony. Our team of CPAs and attorneys has served as court-appointed neutrals in more than 300 business litigation cases, providing forensic accounting, damages analysis, and expert testimony in commercial civil, employment, and family law matters. We specialize in complex trust and estate issues, having prepared fiduciary returns for national banks and testified in litigious trust disputes. Our holistic approach to tax and financial planning addresses business valuation, succession planning, and risk management for clients across diverse industries. Recognized by the Orange County Bar Association as the region's top financial expert witness, we combine legal acumen with financial expertise to deliver tailored solutions.Our professionals have served on public and private boards, addressing fiduciary duty matters and corporate governance challenges. With a focus on earning long-term trust, we provide high-quality tax services, forensic accounting, and strategic financial planning for law firms, businesses, and high-net-worth individuals. Our affiliated wealth management company harmonizes investment portfolios with broader financial goals, ensuring coordinated and tax-efficient outcomes. Through decades of courtroom experience and a commitment to transparency, we help clients navigate complex financial disputes and achieve their objectives efficiently.
Services
Trust and Estate Accounting
Forensic Accounting
Expert Testimony
Tax Planning
Business Valuation
Highlights and features
- We have handled over 300 business litigation cases with courtroom expertise.
- Our team includes CPAs, attorneys, and certified fraud examiners with multidisciplinary credentials.
- We specialize in complex trust and estate tax issues with national bank clientele.
- Our holistic approach integrates tax, investment, and retirement planning strategies.
- Recognized by the Orange County Bar Association as the top financial expert witness.
Services
Trust and Estate Accounting
We provide expert trust and estate accounting services, including fiduciary tax returns and litigation support. Our team prepares complex estate tax filings for national banks and beneficiaries while offering expert testimony in trust disputes. With deep expertise in fiduciary duty matters, we help clients minimize tax burdens through strategic planning and compliance solutions.
Forensic Accounting
Our forensic accounting services investigate financial discrepancies, fraud, and commercial damages. We analyze business losses, conduct risk assessments, and provide detailed reports for legal proceedings. With decades of courtroom experience, we deliver actionable insights for litigation support and corporate governance matters across multiple industries.
Expert Testimony
We offer expert testimony in commercial litigation, family law, and employment disputes. Our CPAs and attorneys have testified in over 300 cases, addressing business valuation, damages analysis, and fiduciary duty issues. Our court-appointed neutrals provide objective financial insights for complex legal matters.
Tax Planning
Our tax planning services optimize financial outcomes through coordinated strategies for individuals and businesses. We address estate taxes, retirement planning, and investment structuring while integrating wealth management through our affiliated company. Our holistic approach ensures tax-efficient solutions aligned with long-term goals.
Business Valuation
We deliver precise business valuations for litigation, mergers, and succession planning. Our certified analysts assess company worth using industry-specific methodologies. Services include damages analysis, shareholder dispute resolution, and valuation for financial reporting to support informed business decisions.
People
Jim M. Skorheim
Founder & Managing Partner
JD, CPA, CFE, CGMA with 35+ years' experience. Recognized as Orange County's top financial expert witness by the OC Bar Association. Testified in 300+ litigation cases and secured $1.5B+ in verdicts. Former Deloitte partner with expertise in business valuation and corporate governance.
James Skorheim
Tax Planning Specialist
CPA and registered investment adviser with expertise in tax-efficient structuring for real estate investors. Focuses on holistic financial planning, 1031 exchanges, and retirement strategies. Manages tax services for rental property owners and high-net-worth clients.
Jonathan M. Skorheim
Attorney & Valuation Analyst
JD, CPA, CVA with litigation experience in family law and business disputes. Specializes in financial damages analysis, fraud investigations, and business valuations. Former law clerk in Orange County's Major Fraud Unit with industry expertise across healthcare and technology sectors.
Questions
What services does Skorheim & Associates offer?
We provide forensic accounting, expert testimony, trust and estate accounting, tax planning, business valuation, and financial consulting services for businesses and individuals.
What industries do you serve?
Our clients span real estate, healthcare, technology, financial services, retail, manufacturing, and professional services industries with tailored financial solutions.
Can you assist with complex trust and estate tax issues?
Yes, we specialize in complex trust and estate matters, including fiduciary returns and expert testimony for national banks and beneficiaries.
Do you provide expert testimony in litigation cases?
Our team has testified in over 300 business litigation cases as financial experts in commercial damages, fiduciary duty, and corporate governance disputes.
How does your tax planning approach differ?
We integrate tax, investment, and retirement planning strategies to create coordinated, tax-efficient solutions aligned with clients' long-term financial goals.
