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Joey N. Friedman, CPA, ABV, M.Acc, MIB

What To Include When Contacting the Firm About a Financial Dispute or Engagement

Whether you are an attorney evaluating an engagement, a business owner facing a valuation dispute, a fiduciary handling a contested estate, or an individual litigant trying to organize the right records, a short summary of the matter helps the firm scope the engagement efficiently.

Quick Answer

Contact Joey Friedman CPA PA for Florida-statewide forensic accounting and business valuation services. The firm prepares Daubert-defensible expert reports (Florida adopted Daubert 2013 replacing Frye) for divorce equitable distribution, partner buyouts under buy-sell agreements, shareholder oppression under Fla. Stat. 607.1430, business interruption claims, IP infringement damages, breach of contract lost profits, employment disputes, IRS controversy, and elder financial abuse. Joey N. Friedman, CPA, ABV, MAcc, MIB, has testified in Florida circuit court, state appellate court, federal district court, and arbitration panels since 2008. Headquartered in Hollywood FL serving Miami, Fort Lauderdale, Tampa, Orlando, West Palm Beach, Fort Myers, and statewide. Engagement structure: refundable retainer plus hourly billing scoped to the specific matter. Cost expectations are documented in the engagement letter before work begins.

Whether the matter involves forensic accounting, valuation, damages, tax controversy, or expert testimony, sharing the posture of the issue, the deadlines, and the records already available helps the firm determine the best next step.
  • Case type and dispute type — commercial litigation, divorce / marital dissolution, insurance claim, contract dispute, or other civil matter
  • Pending deadlines — trial date, expert-disclosure deadline, and any court-ordered valuation cutoff dates
  • Available records — financial statements, tax returns, bank records, existing appraisals, or prior expert reports already in hand
  • Opposing expert status — whether an opposing financial expert has been retained or disclosed
  • Work product needed — expert report, rebuttal report, deposition preparation, trial testimony, or consultation only
Use the form below or call the firm to discuss the matter confidentially.

Related Services

Visit our main service page on forensic accounting and business valuation services to learn more about how Joey Friedman CPA PA supports attorneys, businesses, and individuals in financial disputes, litigation, and forensic engagements across Florida and nationally.

Florida Counties — Forensic Accounting and Business Valuation Hubs

Joey Friedman CPA PA serves clients throughout Florida. For county-specific forensic accounting and business valuation engagement details, see: