Assisted counsel representing not-for-profits in claims against CPAs

Assisted counsel representing not-for-profits in claims against CPAs

Assisted counsel representing various not-for-profit entities in claims brought against CPAs hired by the entities to audit financial statements or prepare and file tax returns. Claims frequently involved failure to adhere to professional standards concerning detection of misstatements due to fraud or tax preparers’ duties and restrictions relating to practice before the Internal Revenue Service. Assistance included identification of relevant documents, analysis of CPA work papers and company financial records and ultimately providing expert testimony and negotiation assistance.