Litigation Support Services

Facing legal proceedings can be overwhelming, especially when complex financial issues are involved. In these situations, having accurate, thorough research presented in a way that is easily understood by a judge or jury is critical. We will work closely with you and your attorneys to build your case and find the proper balance between a cost-effective solution and a final product that will survive the scrutiny of the court.

Litigation support engagements with our Technical Accounting and Consulting Group (TAC) range from consultation and technical assistance to expert witness testimony and can include accounting, auditing, taxation and management consulting services. We have provided technical expertise in hundreds of court actions, such as matrimonial cases. These cases involve business valuations, the valuation of professional practices and professional licenses, pension valuations, forensic auditing of the closely-held business, the tax implications of property transfers, alimony and child support.

gavel and scale representing litigation support

Why Insero?

Our team of expert witnesses and research specialists includes individuals with the following designations: Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and Chartered Global Management Accountant (CGMA). In addition, we are members of the American Institute of Certified Public Accountants (AICPA), AICPA Center for Audit Quality (CAQ), New York State Society of CPAs (NYSSCPA), Association of Certified Fraud Examiners (ACFE), and Western New York Certified Fraud Examiners (WNYCFE).

Our litigation support services include:

  • Expert testimony and written reports
  • Development of case strategies and trial exhibits
  • Damage calculations
  • Insurance claims
  • Fraud investigation
  • Forensic accounting
  • Analysis of deposition testimony
  • Business succession
  • Business valuation
  • Business entity structuring
  • Buy/sell agreements
  • Purchase or sale transactions
  • Shareholder disputes
  • Due diligence and compliance audits
  • Tax analysis
  • IRS, state and local audits
  • Cash flow and financial forecast/modeling
  • Trust accounting
  • Estates and trusts
  • Surrogate’s court accountings

Client Service Team


Ann Montgomery

Email (585) 697-9650 LinkedIn Ann Montgomery, CPA Partner [...]

Contact Us

Have a question or want to discuss your needs? Get in touch – we’re here to help.

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