Tax preparation errors
Wrong returns, missed elections, or advice that triggered penalties and interest you should never have owed.
Professional Liability & Accounting Malpractice
When the CPA, consultant, or professional you relied on for accurate advice or records failed their duty, the losses can be substantial. We hold professionals accountable for the harm they caused.
What it is
When trusted advisors fail the basics
Professional liability covers negligence by accountants, consultants, and other licensed professionals whose errors cause financial loss — bad tax advice, botched audits, missed filings, or advice that ignored obvious risks.
Accounting malpractice in particular can trigger IRS penalties, failed audits, destroyed businesses, and personal liability you never should have faced.
We represent injured clients — not insurers defending the professional — in Florida state and federal court.
Common Types
Professional errors we see
The profession varies; the duty to exercise reasonable care does not.
Audit and review failures
Missed red flags, inadequate testing, or clean opinions when problems were obvious.
Bookkeeping and payroll
Misclassified workers, missed deposits, or records that collapsed under scrutiny.
Transaction advice
Deal structure, due diligence, or valuation guidance that ignored material risks.
Fiduciary breaches
Self-dealing, undisclosed conflicts, or advice that served the professional's interest instead of yours.
Failure to detect fraud
When reasonable procedures would have caught embezzlement or misstatements but did not.
Warning Signs
Signs professional negligence may have harmed you
Financial harm with a paper trail often points back to a specific failure.
Gather engagement letters, workpapers, emails, and any successor professional's review — they help us pinpoint the breach.
- A new CPA immediately finds errors the prior firm missed for years
- IRS or state notices cite issues your accountant said were handled
- Financial statements did not match bank records when someone finally looked
- The professional stopped responding when questions got hard
- You relied on written advice that turned out to be flat wrong
How it works
From first call to recovery
Tell us what happened. We'll give you an honest read on what's possible — then do the work.
01 — Case review
We review your case at no cost
We listen, ask the hard questions, and assess whether you have a viable claim. No false promises.
02 — Investigation
We build the record
We gather documents, interview witnesses, and identify where the professional fell short of their duty.
03 — Litigation
We file in the right forum
Professional liability claims require expert testimony on the standard of care. We retain the right experts, quantify damages, and litigate in the forum that fits your case.
04 — Recovery
We account for any recovery
If there is a recovery, we handle distribution and account for every dollar. The fee arrangement — hourly or contingency — is explained before you hire us.
Common Questions
What clients ask us first
Plain answers to the questions we hear most. Yours not here? Ask us directly — the consultation is free.
Do I need an expert for an accounting malpractice case?
Yes — Florida typically requires expert testimony on what a reasonable accountant would have done. We handle expert retention as part of the case.
Can I sue my current accountant?
You can sue any professional whose negligence caused damages. Many clients come to us after switching firms and discovering the extent of the harm.
What damages can I recover?
Economic losses caused by the breach — penalties, lost opportunities, additional fees, and sometimes consequential damages depending on the facts.
Is this the same as investment fraud?
Not always. Investment fraud focuses on brokers and advisors; professional liability includes CPAs and other licensed professionals. We route you correctly in the free review.
Free Consultation
Talk to us. The consultation is free.
Tell us what happened and we'll give you an honest assessment of what's possible.
St. Petersburg office
260 1st Ave. South, Suite 200-168
Saint Petersburg, FL 33701
By appointment only
The consultation is free. Some matters are hourly, and some are contingency. On a contingency matter — No Recovery, No Fee — we do not collect an attorney's fee unless we recover for you. That fee is a percentage of the recovery. In some litigated matters we advance costs and expenses; those advanced costs are recovered from the gross recovery of any verdict or settlement. We explain the arrangement before you hire us.
