Our People

Jason Soman, CPA/ABV, CFE, ASA, CDFA®

Associate Director of Forensic and Advisory Services

Jason Soman advises attorneys, business owners and high-net-worth individuals on complex matters involving business valuations and forensic accounting.

In addition to developing a specialized focus on divorce cases,  he has deep experience uncovering financial improprieties and defending analyses and conclusions in shareholder and partner disputes, commercial transactions, commercial litigation and estate and gift tax matters.

Soman was named a “40 under 40” professional by the New York State Society of CPAs in 2020 and serves as a member of the AICPA’s ABV Exam task force.

Areas of Focus

  • Business valuation disputes
  • Business valuations for estate tax, gift tax and management planning purposes
  • Comprehensive income analysis
  • Deposition preparation and attendance
  • Discovery requests and analysis
  • Financial affidavit preparation
  • Forensic accounting
  • Fraud examinations
  • Lifestyle and net-worth analyses
  • Normalization of financial statements
  • Rebuttal of opposing experts

Education

  • Indiana University - Bachelor of Science in Business Administration
  • Queens College - Bachelor of Arts in Accounting and Information Systems
  • New York University - Certificate in Advanced Valuation

Affiliations