White, Zuckerman, Warsavsky, Luna & Hunt

What White, Zuckerman, Warsavsky, Luna & Hunt does

White, Zuckerman, Warsavsky, Luna & Hunt, LLP (WZWLH) is a privately held California limited liability partnership founded in 1987 by Paul White and Jack Zuckerman with ten staff, now operating with over 80 professionals across two primary offices in Sherman Oaks (headquarters) and Irvine, plus CLE-driven presence across six Southern California locations. The firm operates three core service lines: Tax & Accounting Services (tax planning and compliance, audit and attestation, business support, estate planning, business management, and post-divorce management); Family Law Support (forensic accounting, asset tracing, business and professional practice appraisals, cash available and marital standard of living reports, community/separate property balance sheets); and Commercial, Personal Injury & Employment Litigation (economic damage analysis, fraud investigation, liability analysis, and expert witness testimony). Services are delivered by a multi-credentialed bench of 16+ named partners, including 8 Senior Partners, with overlapping CPA, CFE, CFF, ABV, ASA, CVA, JD/MBA, and CFA credentials.

The firm monetizes through engagement-based, quote-driven professional services pricing, with billings tied to case scope (forensic accounting engagements, expert witness work, ongoing tax compliance, audit engagements, and family law litigation support). Litigation support work is initiated directly by attorneys across family law, commercial litigation, personal injury, and employment law, while tax/accounting work is delivered to closely-held businesses, non-profits, professional practices, and HNW individuals across 20+ verticals (manufacturing, entertainment, real estate, healthcare, technology, aerospace, etc.). The firm's go-to-market combines direct sales via website consultation intake, attorney referrals, the Family Law Study Group CLE ecosystem (a State Bar of California-approved MCLE program held across Southern California), and ABA-published reference handbooks authored by Senior Partner Jack Zuckerman. The affiliated WZWLH Wealth Advisors, LLC, launched October 26, 2016, extends the firm into investment advisory services under Ron E. Thompson.

The firm's strategic positioning rests on the deep testimony record of Senior Partner Barbara C. Luna (over 500 trial and arbitration testimonies across 45 years), court-appointed roles for multiple partners (Section 730 experts, Special Masters, Daily Settlement Officers), and the institutional knowledge embedded across 38 years of continuous operation. Revenue is not publicly disclosed and there is no external institutional ownership; the firm is partnership-owned with no funding rounds, no acquisitions, and no known M&A activity.

Name

White, Zuckerman, Warsavsky, Luna & Hunt

Legal name

White, Zuckerman, Warsavsky, Luna & Hunt, LLP

Website

https://wzwlh.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

White, Zuckerman, Warsavsky, Luna & Hunt is a California-based CPA and forensic accounting firm providing expert witness testimony, family law litigation support, commercial litigation support, tax, and audit services to attorneys and their clients across Southern California.

Ownership category

akta.pro rank

Product category

Forensic Accounting and Litigation Support Services

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG)

akta.pro secondary industry

Internal Audit & SOX Compliance Services (BPAHABAG)

Keywords

• Forensic accounting services
• Litigation support
• Expert witness testimony
• Tax planning compliance
• Business valuation appraisals

Headquarters

HQ city

El Segundo

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Family Law Litigation Support Services: Fee-based forensic accounting and expert witness services for family law matters, including Cash Available Reports, Marital Standard of Living Reports, Business and Professional Practice Valuations, Community/Separate Property Balance Sheets, Asset Tracing, Separate Property Analysis, Appraisals, and Credits and Reimbursements analyses. Engagements are typically scoped to the case and billed as professional services.
2. Commercial, Personal Injury & Employment Litigation Support: Forensic accounting, damage analysis, fraud investigation, liability analysis, and expert witness testimony in commercial, personal injury, and employment matters. Engagement-based professional services delivered to law firms and their clients across California.
3. Tax Planning & Compliance Services: Year-round tax planning and compliance for individuals, trusts/estates, and for-profit/non-profit businesses. Includes entity selection, multi-state tax return preparation, audit representation, tax-deferred exchanges, retirement plans, divorce and support issues, R&D tax credits, and cost segregation studies.
4. Audit & Attestation Services: Three levels of financial statement attestation per AICPA standards (audits, reviews, compilations) for closely held companies, non-profits, and high net worth individuals. Includes ERISA audits of employee benefit plans (401(k), defined benefit), and audit support services for publicly traded companies.
5. Business Support Services: Ongoing business advisory including outsourced accounting, accounting system setup, payroll, business planning, M&A due diligence, cash planning and operations budgeting, and SBA loan financing support.
6. Estate Planning Services: Trust creation and review, investment planning, business succession planning, insurance planning, and preparation of estate/gift/fiduciary/private foundation tax returns.
7. Business Management & Personal Financial Services: Bookkeeping, bill paying, investment allocation, budgeting/cash-flow management, retirement planning, education planning, and major asset purchase planning services.
8. Investment Advisory Services: Financial planning and investment advisory services delivered through affiliated entity WZWLH Wealth Advisors, LLC, including asset building, preservation, and distribution. Ron E. Thompson serves as Investment Advisor.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels8 records

Core offering

White, Zuckerman, Warsavsky, Luna & Hunt (WZWLH) is a California CPA and litigation support firm that delivers forensic accounting, business valuation, expert witness testimony, audit and attestation, tax planning and compliance, estate planning, and business management services. Its practice is organized around three core departments (Tax & Accounting Services, Family Law Support, and Commercial/Personal Injury/Employment Litigation), and also runs a Family Law Study Group MCLE program and an affiliated wealth advisory entity.

Product overview

White, Zuckerman, Warsavsky, Luna & Hunt, LLP (WZWLH) is a single, unified professional services CPA firm — not a software platform — organized around three core service lines (Tax & Accounting Services, Family Law Support, and Commercial, Personal Injury & Employment Litigation), plus a Continuing Education (Family Law Study Group Meetings) practice, an Administrative Services unit, and the affiliated WZWLH Wealth Advisors (Financial Planning & Investment Advisory). The Tax & Accounting practice is itself structured into sub-modules: Tax Planning and Compliance, Audit and Other Attestation Services, Business Support Services, Estate Planning, Business Management and Personal Financial Services, and Post-Divorce Management. The Family Law Support practice includes Asset Tracing and Family Law Appraisals as specialist sub-services, while the Commercial/Personal Injury/Employment Litigation practice is supported by Damage Analysis, Forensic Accounting & Fraud Investigation, Measures of Damage, Industry Knowledge and Skills, and a documented Representative Engagements track record. All three core lines leverage forensic accounting expertise and expert witness testimony, with shared support from Administrative Services and the Family Law Study Group continuing education (MCLE) program. The portfolio is presented as an integrated, multi-disciplinary firm rather than a modular software product suite.

Differentiator

Problem solved

Functional benefit

Brands

• WZWLH Wealth Advisors, LLC: Financial Planning and Investment Advisory Service launched in October 2016 to provide wealth building, asset preservation, and asset distribution services.

Products and services

• Tax & Accounting Services Year-round tax planning and compliance, audit and attestation, business support, estate planning, and personal financial management for individuals, families, trusts and estates, closely held businesses, and non-profits across diverse industries.
• Family Law Support Forensic accounting, business valuation, asset tracing, and expert witness services delivered to family law attorneys and their divorce clients in California Superior Court marital dissolution matters.
• Commercial, Personal Injury and Employment Litigation Damage analysis, forensic accounting, fraud investigation, and expert witness testimony for commercial disputes, personal injury, and employment litigation, supported by industry expertise across aviation, banking, construction, entertainment, healthcare, manufacturing, real estate, and more.
• WZWLH Wealth Advisors (Financial Planning & Investment Advisory) Financial planning and investment advisory services delivered through affiliated entity WZWLH Wealth Advisors, LLC, with Ron E. Thompson, CPA, CFP® serving as Investment Advisor. Covers asset building, preservation, and distribution for individuals and families.
• Family Law Study Group Meetings (Continuing Education) Free State Bar of California-approved MCLE Family Law Study Group sessions held across six Southern California locations, providing one hour of CLE credit per session and serving as both an attorney education offering and a relationship-building channel for the firm.

Quantifiable outcome

• over 80 professionals and administrative staff (grown from 10 at 1987 founding)
• +3 more outcomes

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• WZWLH Wealth Advisors, LLCcoreStrategic or Co-development PartnerAffiliated entity providing Financial Planning and Investment Advisory Services launched in 2016. Ron E. Thompson, CPA, CFP® serves as Investment Advisor. The two entities jointly hosted an open house on October 26, 2016 at the Irvine office (4 Park Plaza, Suite 200) to celebrate the launch. Includes a financial planning process covering asset building, preservation, and distribution.
• American Bar Association (ABA)coreOEM/ Whitelabel/ Licensing PartnerPublisher of the firm's authored reference handbooks: The 1040 Handbook – A Guide to Income and Asset Discovery (Sixth Edition) and The Business Tax Return Handbook, both written by Senior Partner Jack Zuckerman. Books are sold through the ABA bookstore (shop.americanbar.org) and referenced from the firm's Resources page.
• The Elements Financial GroupminorGTM or Marketing PartnerInvestment management, administration services, and RiskPro® (the world's first virtual strategist) provider led by President Jeff Olsen. Co-hosted the October 26, 2016 WZWLH Wealth Advisors open house as part of the financial planning launch event.
• Ziebold Law GroupminorGTM or Marketing PartnerEstate planning, probate, and taxation law specialist led by Mark Ziebold, Attorney at Law. Co-presented at the October 26, 2016 WZWLH Wealth Advisors open house event.
• Paul D. Barlow, CFP®minorGTM or Marketing PartnerFinancial Advisor and Life Insurance and Annuity Solutions Specialist who co-presented at the October 26, 2016 WZWLH Wealth Advisors open house.
• State Bar of California (MCLE Provider)coreOthersWZWLH is a State Bar of California-approved MCLE (Minimum Continuing Legal Education) provider. This designation enables the firm to host Family Law Study Group CLE events and offer CLE credit to attending attorneys at no charge.
• Superior Court of California, County of Los Angeles (Daily Settlement Officers)minorOthersPartner Mike Prothero and Senior Co-Managing Partner Jennifer Magnes serve as volunteer Daily Settlement Officers / CPA Settlement Officers for the Los Angeles County Superior Court, providing dispute resolution services and supporting the court's family law settlement programs.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Hemming Morse, LLC: San Francisco-based forensic accounting and litigation support firm specializing in damage analysis, fraud investigation, and expert witness testimony for commercial and family law matters; directly comparable in service mix, California footprint, and boutique forensic positioning to WZWLH.
• GlassRatner (B. Riley Forensic Advisory): National forensic accounting, litigation support, and expert witness firm (now part of B. Riley Financial) offering damage analysis, fraud investigation, and valuation services; directly competes with WZWLH on commercial litigation and family law forensic accounting engagements.

Broad incumbents

• Kroll: Global risk consultancy offering forensic accounting, expert witness services, and litigation support; broader portfolio (cyber, security, valuation) but directly overlaps with WZWLH on damage analysis, fraud investigation, and expert testimony mandates.
• Alvarez & Marsal: Global professional services firm with a large Disputes and Investigations practice offering forensic accounting, damage quantification, and expert testimony; broader scope and footprint but directly competes with WZWLH on commercial litigation damage analysis mandates.
• WithumSmith+Brown, PC: Mid-Atlantic and national accounting/advisory firm with a dedicated Forensic and Valuation Services group offering expert witness, damage analysis, and litigation support; comparable service mix to WZWLH with broader geographic reach.
• Marcum LLP: Top-15 U.S. accounting and advisory firm offering tax, audit, forensic accounting, and expert witness services; comparable service mix to WZWLH at substantially larger scale, competing on both tax compliance and forensic mandates.
• FTI Consulting: Global advisory firm with a Forensic and Litigation Consulting segment providing damage analysis, expert testimony, and forensic accounting; larger scale and multi-jurisdiction reach but overlapping core services with WZWLH's commercial litigation practice.
• BDO USA: Top-5 global accounting network with a U.S. member firm offering Forensic Accounting and Dispute Resolution services including damage analysis, expert witness, and fraud investigation; competes with WZWLH on commercial matters where larger firm resources are preferred.

Others

• NACVA (consulting/training peer): National Association of Certified Valuators and Analysts — a professional association providing credentials (CVA), training, and a practitioner directory; not a direct competitor but a relevant ecosystem peer whose CVA credential is held by multiple WZWLH partners and whose member directory drives attorney-to-expert referrals.

Regional players

• Anchin, Block & Anchin LLP: New York-based full-service accounting and advisory firm with a Forensic Accounting and Dispute Resolution practice offering expert witness, valuation, and litigation support; comparable service mix to WZWLH but primarily serves a different (Northeast) geography.

Market position

Strengths5 records

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/watch?v=pgol5wMomyM
• Facebookfacebook.com/wzwlh
• Xx.com/wzwlh

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about White, Zuckerman, Warsavsky, Luna & Hunt