Technical expertise as decision-making instrument.

Forensic accounting is the specialized technical service employed in judicial, arbitration and administrative proceedings to clarify, prove or refute facts with accounting, tax or financial implications, serving as instrument for the decision-making of the judge, arbitrator or competent authority.

Codar Accounting operates both as technical assistant to the parties — supporting attorneys in analysis of expert reports, formulation of technical questions and preparation of dissenting opinions — and as court-appointed expert witness, acting in compliance with the Brazilian Civil Procedure Code and the Brazilian Accounting Standards applicable to forensic work (NBC PP 01 and NBC TP 01).

Credentials and practice

Professional registration
Regional Council of Accounting: SC-037379/O-7
Court-Appointed Expert
Registered with the Court of Justice of Santa Catarina, Brazil
Education
Accountant with postgraduate degree in Tax Law
Experience
Over 20 years in accounting and tax practice

Areas of expertise in forensic work.

We act in expertises with accounting, financial or tax implications, including — but not limited to — the areas below.

Tax expertise

Technical analysis of tax assessments, calculation of tax overpayments, review of calculations in tax enforcement, verification of tax credit utilization and classification under tax regimes.

Financial expertise

Analysis of credit operations, review of financial charges, verification of compound interest capitalization, examination of banking contracts and calculation of outstanding balances.

Accounting expertise

Examination of financial statements, calculation of shareholder equity, asset valuation, analysis of bookkeeping and verification of compliance with Brazilian Accounting Standards.

Professional engagement models.

Depending on the procedural stage and the party's position, forensic work may take two distinct configurations, both duly regulated by procedural legislation and by the technical standards of the profession.

Model 1

Technical Assistant

Retained by the party to support its technical defense in the proceeding. Acts in the critical analysis of expert reports, formulation of questions, preparation of dissenting technical opinions and monitoring of investigative measures.

  • Critical analysis of official expert reports
  • Formulation of technical questions
  • Preparation of substantiated dissenting opinions
  • Support to attorneys during hearings
  • Review of calculations presented by other parties
Model 2

Court-Appointed Expert Witness

Acting by appointment of the court, arbitration tribunal or administrative authority, with the duty of technical impartiality. Preparation of expert reports in compliance with the Civil Procedure Code and Brazilian Accounting Standards NBC PP 01 / NBC TP 01.

  • Preparation of substantiated expert report
  • Compliance with deadlines and measures determined by the court
  • Technical response to questions from the parties
  • Additional clarifications at hearings when required
  • Practice in compliance with the Civil Procedure Code

How we conduct forensic engagements.

Each engagement follows a structured methodology, with documentary traceability and technical foundation appropriate to its procedural purpose.

01

Preliminary analysis

Examination of the proceeding, available documents, formulated questions and definition of the necessary technical scope.

02

Planning

Definition of procedures, timeline, documents to be requested and analytical methodology to be applied.

03

Technical execution

Documentary examination, calculations, verifications, investigative measures and obtaining of information required for technical response.

04

Report or opinion

Preparation of substantiated technical document, with objective response to questions and detailed calculation memorandum.

Need a technical assistant or accounting opinion?

Our engagement is confidential, with defined timeline and scope formalized by contract. Contact us for a preliminary case analysis.

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