Skorheim & Associates


CPAs and Attorneys

With Over 40 Years of Experience

WE HAVE MOVED!!!

We are now located at 25301 Cabot Road, Suite 208, Laguna Hills, CA 92653.

Please also note our new phone number (949) 438-7430.

Accurate & Objective Financial Services

Our mission is to accomplish your financial objectives efficiently and competently.

Our CPAs and attorneys have testified in over 300 business litigation cases and have served as court-appointed neutrals in numerous matters. In addition to financial related matters, we are members of public and private Boards of Directors and have been called to testify on fiduciary duty matters. We have provided service in virtually every major industry and profession.

We have extensive experience in complex trust and estate matters.  When complex estate and trust tax issues arise, it is important to have experts that understand the vast array of issues to limit any tax burden.  We have been able to earn the trust of national banks to prepare complex fiduciary returns, and in turn have gained the trust of beneficiaries to prepare their returns.

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Orange County Bar Association
“Orange County’s top financial expert witness.”

Services

Trust and Estate

We understand complex trust and estate issues.  We have been hired by national banks to prepare trust client returns, and have testified in litigious trust and estate matters.

Forensic Accounting & Expert Testimony

CPAs and Attorneys with sophisticated experience in Financial Expert Testimony in Commercial Civil, Employment, and Family Law matters.

Tax & Financial Planning

CPAs and Attorneys with a more holistic approach to tax, consulting, financial planning, business valuation, and succession planning.

Past Clients

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Questions?


Contact us today and we’ll help you get started