Services

 

  • Treestone Advisory CPA provides forensic accounting services involving financial analysis, disputed transactions, fraud indicators, asset tracing, and complex financial review.

    Services may include:

    • Financial record analysis

    • Bank record review

    • Transaction tracing

    • Asset analysis

    • Financial reconstruction

    • Fraud-related financial review

    • Investigation support

  • Treestone Advisory CPA assists clients and attorneys with matters involving IRS disputes, examinations, enforcement issues, and complex tax matters.

    Services may include:

    • IRS examination support

    • Financial document organization

    • Tax record analysis

    • Response preparation support

    • Enforcement-related financial analysis

    • Strategic advisory services

  • Treestone Advisory CPA works with attorneys and clients in matters involving financial complexity and document-intensive disputes.

    Services may include:

    • Financial document review

    • Damage support analysis

    • Organization of financial evidence

    • Case-related financial summaries

    • Investigative accounting support

    • Attorney consultation support

  • Treestone Advisory CPA provides investigative financial analysis involving complex records, unusual transactions, and financial concerns requiring detailed review.

    Services may include:

    • Financial activity analysis

    • Transaction review

    • Identification of irregular patterns

    • Business financial review

    • Source and use of funds analysis

    • Financial timeline preparation