Attorney Services · Texas CPA Expert Witness
Independent CPA Analysis for Financial Disputes,
Damages and Tax Controversies
Parr & Ibarra CPA PC provides consulting and expert witness services to attorneys in matters involving accounting, taxation, financial records, business operations, and economic damages. We analyze complex financial evidence, develop clear and supportable conclusions, and communicate those conclusions in language that courts, counsel, and factfinders can understand.
Areas of Assistance
Matters in Which We Can Assist
Tax Return Analysis & Tax-Accounting Disputes
Review and interpretation of federal and state tax returns, tax-basis disputes, and accounting method controversies.
Lost Profits & Economic Damages Calculations
Quantification of lost profits, lost business value, and economic harm using supportable financial methodologies.
Business Income & Cash-Flow Analysis
Analysis of revenue streams, expense patterns, and cash-flow irregularities in closely held and operating businesses.
Partnership, S Corporation & Closely Held Business Disputes
Owner compensation, distributions, basis calculations, and financial disputes in pass-through entity litigation.
Financial Statement & General Ledger Analysis
Independent review of prepared financial statements, accounting records, and supporting general ledger data.
Bookkeeping Irregularities & Records Reconstruction
Reconstruction of incomplete or manipulated accounting records; identification of bookkeeping irregularities.
Payroll, Compensation & Owner-Distribution Disputes
Analysis of payroll records, compensation benchmarking, and owner-distribution disputes in employment and business litigation.
Purchase-Price & Post-Acquisition Accounting Disputes
Earn-out calculations, working capital adjustments, and financial representation disputes arising from business acquisitions.
IRS Examinations & Tax Controversy
Technical support in IRS examinations, appeals, and tax court matters requiring independent accounting analysis.
Fraud Indicators & Transaction Tracing
Identification of fraud indicators, tracing of funds, and analysis of financial transactions in misappropriation matters.
Reasonableness of Accounting Assumptions & Methodologies
Rebuttal or support for accounting assumptions and financial methodologies offered by opposing experts.
CPA Professional Practice & Standard-of-Care Issues
Consulting on CPA professional standards and standard-of-care issues where appropriate and within independence requirements.
Services by Stage
Consulting and Testifying Roles Across the Litigation Lifecycle
We provide both non-testifying consulting and testifying expert services. The appropriate role is determined at engagement and clearly documented in the written engagement letter.
Stage 01
Early Case Assessment
- - Preliminary review of claims and financial records
- - Identification of missing or key evidence
- - Evaluation of damages theories
- - Assistance developing document requests
- - Initial strengths-and-weaknesses analysis
- - Candid assessment including unfavorable facts
Stage 02
Discovery & Expert Analysis
- - Review of tax returns, ledgers, bank records, financial statements
- - Financial reconstruction from incomplete records
- - Damages calculations and supporting schedules
- - Rebuttal analysis of opposing expert positions
- - Review of opposing expert reports
- - Preparation of demonstrative exhibits and schedules
Stage 03
Depositions & Trial
- - Written expert reports meeting applicable rule requirements
- - Deposition testimony and preparation
- - Trial testimony
- - Assistance preparing direct examination questions
- - Assistance preparing cross-examination of opposing expert
- - Clear explanation of accounting issues to judges and juries
Qualifications
Credentials of the Engaging Expert
Adan Ibarra, CPA, PFS — Owner and President, Parr & Ibarra CPA PC
Licenses & Certifications
- Certified Public Accountant (CPA) — Texas
- Personal Financial Specialist (PFS) — AICPA
- NACVA Affiliate Member — National Association of Certified Valuators and Analysts
- Texas State Board of Public Accountancy — License in Good Standing
Education
- BBA in Accounting
- BBA in Finance
- Master of Science — Advanced Data Analytics
Professional Experience
- Approximately 20 years of financial, accounting, and tax experience
- Owner and President of a multidisciplinary CPA firm with offices in Hurst, Keller, Grapevine, and Addison, Texas
- Direct supervision of tax, accounting, audit, and advisory engagements
- Experience with closely held businesses, professional firms, non-profits, and real estate entities
- Personal and corporate tax preparation and planning across a wide range of industries and entity types
- Outsourced CFO and comptroller engagements for DFW-area businesses
- Audit, review, and compilation engagements
- Payroll compliance and compensation analysis
Expert Engagement Status
- Available for non-testifying consulting engagements
- Available for testifying expert engagements as a retained expert
- Testimony history, prior expert challenges, and Daubert history provided upon request
Why Attorneys Engage Us
What Counsel Should Expect From This Engagement
Effective expert witnesses combine technical knowledge with independence, credibility, and the ability to communicate complicated subjects clearly under cross-examination.
Independent Analysis — Not Advocacy Disguised as Accounting
Our role is to follow the records, apply a supportable methodology, and provide counsel with a candid assessment — including facts that may not favor the retaining party. Retaining counsel receives our honest opinion before it becomes their problem at deposition.
Accounting and Legal Fluency
Adan Ibarra’s combined background in accounting, finance, data analytics, and legal education helps bridge the gap between technical financial analysis and the evidentiary issues counsel must present. We understand the difference between an accounting opinion and an admissible expert opinion.
Clear Communication for Courts and Juries
Complex calculations are organized into understandable schedules, clearly stated assumptions, and conclusions suitable for expert reports, depositions, mediation, and trial. We do not produce analysis that only another accountant can interpret.
Scalable Firm Resources With Preserved Independence
Engagements can be supported by the firm’s tax, accounting, audit, and advisory professionals while maintaining appropriate expert supervision, client confidentiality, and the independence required of a testifying expert.
Engagement Process
How to Retain This Firm for Litigation Support
A straightforward process designed to protect attorney-client privilege, establish engagement scope clearly, and begin substantive work efficiently.
Conflict Check
Submit party names and adverse parties. We confirm no conflicts exist before any confidential information is shared.
Introductory Consultation
Attorney consultation to discuss the nature of the dispute, financial issues involved, and type of assistance needed.
Preliminary Scope Assessment
Review of publicly available or non-privileged information to identify the scope of analysis and initial document needs.
Engagement Letter & Retainer
Written engagement letter confirms role (consulting vs. testifying), scope, fees, and retainer before substantive work begins.
Analysis & Attorney Conferences
Substantive financial analysis with regular counsel communication. Preliminary findings shared before written report is finalized.
Report, Deposition or Trial
Expert report, deposition preparation and testimony, or trial testimony as required by the engagement scope.
Important: Please do not send confidential client records until this firm completes a conflict check and confirms the engagement in writing. Submission of the intake form below initiates the conflict check process only.
Attorney Intake
Submit a Matter for Conflict Check
Complete the form to initiate a conflict check. Do not include detailed confidential facts or privileged communications at this stage.
We respond to all conflict check requests within one business day.
- All submissions are reviewed directly by Adan Ibarra, CPA/PFS
- Conflict check results provided in writing
- No obligation to proceed after conflict check
- Engagement letter required before any substantive work
For urgent matters, call directly: 817-562-5375
