Business Details
Trusted Accounting & Financial Experts in Laguna Hills
Skorheim & Associates is a distinguished accounting and business consulting firm with over 50 years of combined experience in forensic accounting, trust and estate matters, and tax planning. Our team of certified public accountants, attorneys, and financial experts has testified in more than 300 business litigation cases and served as court-appointed neutrals in complex financial disputes. We specialize in resolving intricate trust and estate tax issues, providing expert testimony in commercial civil and family law matters, and delivering holistic tax and financial planning solutions. Our professionals have worked with national banks, public and private boards, and high-profile clients across diverse industries, including real estate, healthcare, technology, and financial services. With a focus on accuracy and objectivity, we help clients navigate fiduciary duty challenges, business valuations, fraud investigations, and risk management. Our commitment to excellence is reflected in our track record of securing over $1.5 billion in verdicts, settlements, and arbitration awards for clients.We serve as trusted advisors in both litigation support and long-term financial strategy, combining legal expertise with deep accounting knowledge. Our team includes recognized leaders such as Jim Skorheim, named Orange County's top financial expert witness by the Orange County Bar Association, and other professionals with certifications in fraud examination, business valuation, and investment advisory services. We maintain affiliations with prominent legal and financial institutions, providing seamless collaboration between CPAs, attorneys, and wealth management experts. Our dedication to client success is built on decades of experience, industry-specific insights, and a client-centric approach to financial problem-solving.
Services
Trust and Estate Accounting
Forensic Accounting
Tax Planning
Expert Testimony
Business Valuation
Highlights and features
- We offer over 50 years of combined experience in accounting and litigation support.
- Our team has testified in 300+ business litigation cases as expert witnesses.
- We provide specialized trust and estate services for national banks and beneficiaries.
- Our holistic approach integrates tax, financial planning, and business consulting.
- We serve clients across major industries with tailored financial expertise.
Services
Trust and Estate Accounting
Skorheim & Associates provides expert trust and estate accounting services, specializing in complex fiduciary tax returns and litigation support. Our team prepares intricate estate and gift tax filings while offering court testimony in trust disputes. With experience serving national banks and beneficiaries, we minimize tax burdens through strategic planning and neutral expert analysis.
Forensic Accounting
Our forensic accounting services focus on commercial damages analysis, fraud investigations, and expert testimony in litigation cases. With over 300 cases handled, we deliver precise financial insights for business valuations, breach of contract disputes, and corporate governance issues. Our CPAs and attorneys collaborate to resolve complex financial conflicts in legal proceedings.
Tax Planning
Skorheim & Associates offers comprehensive tax planning solutions tailored to individuals, businesses, and real estate investors. We optimize tax efficiency through 1031 exchanges, retirement planning, and holistic financial strategies. Our services integrate investment advisory through Dorman Skorheim Wealth Management, ensuring coordinated tax and wealth management outcomes.
People
Jim M. Skorheim
Founder & Lead Expert
Jim Skorheim is a CPA, attorney, and certified fraud examiner with 35+ years of experience. Recognized as Orange County's top financial expert witness, he has contributed to over $1.5 billion in client recoveries through litigation support and business consulting.
James M. Skorheim
Tax Specialist
James Skorheim specializes in tax planning for real estate investors and business owners. As a CPA and registered investment advisor, he focuses on holistic tax strategies for retirement planning, estate preservation, and real estate portfolio growth.
Jonathan M. Skorheim
Attorney & Valuation Expert
Jonathan Skorheim handles business valuations and financial damages analyses. A certified valuation analyst and California attorney, he brings expertise in family law litigation, fraud investigations, and corporate governance disputes to the firm's forensic accounting practice.
Questions
What services does Skorheim & Associates offer?
We specialize in forensic accounting, trust and estate planning, tax advisory services, business valuations, and expert witness testimony for litigation cases.
How experienced is your team in financial litigation?
Our professionals have testified in over 300 business litigation cases and have served as court-appointed neutrals in complex financial disputes.
Can you help with complex estate tax issues?
Yes, we prepare complex fiduciary tax returns and provide expert guidance to minimize tax burdens for national banks and individual beneficiaries.
Do you work with real estate investors?
Yes, we offer specialized tax planning for real estate investors, including 1031 exchange strategies and portfolio growth optimization.
What industries do you serve?
We work with clients across real estate, healthcare, technology, financial services, retail, and manufacturing industries for accounting and litigation support.
How do you approach tax planning?
We use a holistic approach integrating tax, investment, and retirement planning to create coordinated financial strategies tailored to each client's needs.
