The numbers tell a story.
We make sure it's the right one.

Portland, Oregon based CPA firm providing forensic accounting, business valuation, tax, and bookkeeping services to individuals, attorneys, and closely held businesses throughout Oregon, Washington, and California.

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AJ Virk
Principal
(CA and OR)
CPA
Certified Public Accountant
CVA
Certified Valuation Analyst
CFE
Certified Fraud Examiner
AJ Virk
About

The Making of the Forensic CPA and WCFAV.

After earning his Master of Professional Accountancy from UC Irvine in 2019, AJ Virk began his career working with high-net-worth individuals in the greater Los Angeles and Silicon Valley areas in tax. His exposure to gift, estate, and trust matters led him into business valuation and helped shape his decision to pursue a career in forensic accounting and valuation.

AJ earned an early opportunity at a leading Silicon Valley forensic accounting group, where he helped resolve complex financial issues in divorce through forensic accounting and business valuation. He later brought this experience to an Oregon based firm, expanding his expertise to include financial fraud investigations and similar family law forensic accounting or valuation matters. This dual‑state experience gave AJ a strong understanding of the complex financial issues that arise under California’s community property system and Oregon’s equitable distribution laws, and ultimately inspired AJ to establish an independent practice serving clients across the greater West Coast.

In May 2026 AJ founded West Coast Forensic Accounting & Valuation, P.C. (WCFAV). AJ specializes in forensic accounting and valuation, and also provides tax and bookkeeping services to a select group of clients. AJ enjoys continually building his expertise in valuation, forensic accounting, and data analytics, while staying current on evolving tax laws and technologies that influence each case he works on. At the end of the day, AJ is driven by his appreciation for the work and his belief that it helps people find clarity, closure, and peace.

Services

Services for Attorneys, Mediators, Their Clients, and Business Owners.

Family Law Forensics

Comprehensive financial analysis for marital dissolution matters:

  • Analysis of financial statements and tax records
  • Balance sheet and net worth analysis at date of marriage, date of separation, and date of trial
  • Determination of income available for spousal and child support, including bonus, deferred compensation, and retroactive support analyses
  • Marital standard of living analysis
  • Marital waste (dissipation) analysis
  • Tracing of separate funds, real property, retirement accounts, and investments
  • Equity compensation (RSUs, ESPPs, and performance shares) apportionment and accounting of after‑tax shares
  • Post‑separation accounting
  • Preparation of comprehensive, fully integrated property division schedule
Business Valuation

Conclusion of value and calculation of value reports for closely‑held business interests:

  • Marital dissolution valuations and goodwill analyses
  • Fair market value determinations under IRC § 2031 and 2512 for estate (Form 706) and gift (Form 709) tax filings, prepared for the attorney or CPA filing the return
  • Hypothetical buy/sell valuations
  • DLOM and DLOC discount analyses applying Revenue Ruling 59-60 methodology
  • CVA-credentialed reports compliant with NACVA professional standards and SSVS No. 1, written for litigation defensibility and IRS audit support
Financial Fraud Forensics

Investigative financial analysis when the numbers don’t add up and someone needs to prove it:

  • Financial fraud investigation and forensic examination
  • Ledger and charge analysis
  • Damages quantification
  • Misappropriation of assets analyses
  • Embezzlement investigation
  • Asset tracing in fraud contexts, supporting civil recovery and restitution
  • Initial review and pattern analysis on high‑volume productions using Microsoft 365 Copilot with enterprise data protection, accelerating early-stage review without compromising the rigor of forensic conclusions
  • CFE‑certified methodology with deep experience in financial statement analysis and fraud examination
Litigation Support

Trial‑ready financial analysis that translates complex findings into clear, persuasive insights for attorneys and decision‑makers:

  • Consulting expert engagements
  • Testifying expert engagements
  • Joint financial neutral engagements
Bookkeeping & Tax Compliance

CPA‑level tax and bookkeeping services for a limited group of closely‑held businesses and individuals, delivered for a fixed monthly fee:

  • Monthly bookkeeping and business income tax preparation
  • Year‑round tax compliance
  • Estimated tax planning
  • Tax planning for closely‑held businesses
  • Business entity tax compliance
  • Bookkeeping cleanup and reconciliation
  • Financial statement review and analysis
  • Trust, estate, and gift tax compliance
The Advantage

A Rare Combination of Regional Expertise & Credentials.

Experience analyzing family law and financial fraud matters throughout the West Coast, combined with CPA, CVA, and CFE credentials, provides a genuinely rare perspective that enhances financial analysis and strengthens the clear articulation and defense of conclusions.

California Specific Expertise

WCFAV is registered with the California Board of Accountancy as an Out‑of‑State Accounting Firm (OFR 1218). As a community property state, California generally treats assets acquired during marriage as jointly owned and subject to equal division. AJ brings deep expertise in applying the complex financial principles that govern California family law matters, including:

  • Nelson method apportionment of restricted stock units (RSUs)
  • California Family Code § 2640 reimbursement claims
  • Van Camp and Pereira analyses in business division matters
  • Watts claims for post‑separation use of community assets
  • Support analyses under California Family Code § 4055 and 4320
  • Moore/Marsden calculations for real property characterization
Oregon Specific Expertise

WCFAV is an Oregon‑based CPA firm registered with the Oregon Board of Accountancy. Oregon follows an equitable distribution system that emphasizes fairness rather than an automatic equal split. AJ applies Oregon-specific frameworks consistent with Oregon case law and court expectations:

  • Slater v. Slater goodwill analysis for marital business valuations
  • Powell method RSU apportionment
  • Conclusion of value reports under ORS 118.010 (Oregon’s $1 million estate tax exemption) supporting estate filings and lifetime gifting strategies
Triple Credential Stack

Certified Public Accountant, Certified Valuation Analyst, and Certified Fraud Examiner in a single practitioner. The combination covers valuation methodology, fraud detection, and accounting standards simultaneously.

Geographic Coverage

WCFAV operates as a remote‑first CPA firm; however, AJ Virk is available for in‑person attendance for expert witness testimony throughout the West Coast at no additional cost with regard to travel and lodging expenses.

Testimony

Expert Testimony.

AJ Virk is a court-qualified forensic accounting expert tested under cross-examination.

Washington County, Oregon · 2026

Retained by Michael Shaefer and qualified by the Court as a forensic accounting expert in Case No. 19DR17335.

Contact

Engage and retain.

Complimentary initial consultation for individuals with family law matters when a privately retained attorney or mediator participates in the initial meeting to assess scope and fit.

FAQ

Frequently Asked Questions.

Does WCFAV only provide forensic accounting and valuation services?

No. While forensic accounting and valuation remain WCFAV’s core focus and specialty, the firm also provides tax and bookkeeping services for closely‑held businesses and individuals, delivered together for a fixed monthly fee starting at $500.

Is WCFAV currently accepting new tax and bookkeeping clients?

Yes, on a limited basis. WCFAV intentionally caps the number of tax and bookkeeping clients it takes on — please reach out by email to confirm current availability.

Who is the ideal fit for WCFAV’s tax and bookkeeping services?

Business owners who want a CPA to manage their personal, business, and other tax compliance obligations — freeing them to focus on their business and other priorities.

When should I switch accountants for the 2026 tax year?

Generally, before year‑end. Moving before December 31 gives your new CPA time to get familiar with your business, review your records, and prepare for the upcoming filing season. Clients who engage WCFAV during 2026 can begin onboarding ahead of their 2026 returns being prepared in early 2027.

Can you take over my bookkeeping before year‑end?

Yes. WCFAV can transition qualifying businesses to CPA‑led bookkeeping and tax services during the year. Depending on the condition of your accounting records, the transition may include reviewing existing books, reconciling accounts, correcting bookkeeping issues, and preparing the records for year‑end tax compliance.

Why use a CPA firm for bookkeeping instead of a standalone bookkeeper?

Bookkeeping is ultimately the foundation for financial reporting and tax preparation. WCFAV’s approach combines bookkeeping with CPA‑level tax and financial oversight. The firm’s experience in taxation, forensic accounting, and business valuation provides an additional analytical perspective when reviewing financial records and identifying unusual or inconsistent transactions.

Does WCFAV provide tax and bookkeeping services in Portland?

Yes. WCFAV proudly supports Rose City business owners with CPA‑led bookkeeping, tax preparation, planning, and year‑round compliance, including City of Portland Business License Tax and Multnomah County Business Income Tax compliance. WCFAV is remote‑first, but AJ Virk still appreciates the old‑school way of doing business and is always happy to meet Portland business owners over coffee to learn about their business and accounting needs — coffee is on us.