Resolve Conflicts of Interest
Trugman Valuation wants to be your resource for clients where you have a conflict of interest. In addition to dealing with Sarbanes-Oxley and AICPA Ethics Interpretation 101-3, there are times that your firm may lose its independence with respect to the client if you perform valuation services for it.
There may also be times that as the tax return preparer, it just makes better sense to not be the valuation analyst signing the valuation report as well. In those instances, let us assist your client by providing the quality service that Trugman Valuation stands for. We do not compete with your firm for traditional accounting services and we are independent.