
Matthew Warren
Lake Forest, CA 92609
Matthew J. Warren, CPA, EA
Forensic Accountant, Tax & Audit Expert, and Technology-Driven Analyst
California Licensed Certified Public Accountant & IRS Enrolled Agent
Professional Summary
Mr. Warren is a seasoned California Certified Public Accountant (CPA) and Enrolled Agent (EA) with over 15 years of distinguished experience including forensic accounting, tax compliance, auditing, and advanced technology-driven financial analysis. He has demonstrated extensive innovative use of leading platforms, delivering expertise in complex financial investigations, litigation support, and expert witness testimony. His ability to distill intricate financial data into clear, compelling narratives makes him a compelling advisor in high-stakes legal proceedings.
Areas of Expertise
• Forensic Accounting: Expertise in fraud detection, financial misrepresentation, embezzlement investigations, and economic damage calculations.
• Tax Compliance & Controversy: Federal and state tax planning, preparation, and resolution of disputes with the IRS and California Franchise Tax Board. Represents clients in audits, appeals, and tax court proceedings.
• Technology-Driven Analysis: Leverages advanced data analytics tools, AI-powered platforms, and visualization software to perform large-scale financial analysis, identify anomalies, and present findings with precision. Proficient in tools such as Python, Alteryx, and various tax and ERP/accounting platforms such as SAP, Sage and Intuit
• Expert Witness Testimony: Known for translating complex financial concepts into accessible insights suitable for expert witness use.
Credentials:
Extensive "Big Four" accounting experience as a CPA and Enrolled Agent
Master's in Taxation
Why Choose Matthew Warren?
With a rare combination of technical proficiency and extensive experience Mr. Warren stands out as a premier candidate for expert witness and financial consulting. His ability to harness technology for deep financial analysis and insights, paired with persuasive communication, maximizes potential for impactful results. Whether investigating fraud, fraud, resolving tax disputes, or testifying in court, Mr. Warren delivers results with integrity and professionalism.
- Cryptocurrency
- Finance
- Forensic Accounting
- Fraud Investigation
- Information Technology
- Litigation Finance
- Mergers & Acquisitions
- Payments
- Stocks & Bonds
- Tax
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A: Certified Public Accountant (California)
Enrolled Agent with IRS
Master's in Taxation (CSUF) - Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A: AICPA
Available Upon Request