Forensic Services

Insurance fraud is one of the most costly white-collar crimes in the United States. Experts estimate that the national annual cost of insurance fraud is between $85 and $120 billion.  There has been an increasing trend in the submission of fraudulent and overstated loss claims to insurance carriers.

For approximately 30 years, Shalik, Morris & Company’s Forensic Accounting Division has provided a broad spectrum of Forensic Accounting and Investigative Services to the insurance industry. We are recognized as a leader in this field and represent many of the nation’s largest insurance carriers, defense law firms and investigative services.

Many carriers have been able to effectively minimize their exposure by retaining our firm. The services we provide to our clients result in the fair and equitable resolution of legitimate insurance claims as well as the identification of fraudulent or overstated claims.

Areas of Expertise

Some of our Firm’s key areas of expertise include, but are not limited to: 

  • Disability & Workers Compensation
  • Lost Wages/Lost 
  • Property Damage
  • Personal Injury
  • Business Valuation
  • Quantification of Economic Damages
  • Time Element Insurance Claims
  • Subrogation
  • Business Interruption
  • Catastrophe Services
  • Expert Witness Testimony
  • Other third-party claims. 

What’s New

Shalik, Morris & Company, LLP has made significant grown and enhancements to our forensic division over the past year.  Our team is comprised of seasoned forensic professionals, all of whom are CPAs, and many of whom possess multiple advanced degrees in the areas of accounting, finance, taxation and business. Our in-depth expertise enables the Shalik, Morris team to look behind the numbers to identify market and economic conditions, personal and business transactions and trends, and financial patterns to properly evaluate, advise and assure the satisfactory evaluation of each claim. 

Getting Started

If you are not already familiar with our office, we encourage you to contact us to discuss claims you are processing. A knowledgeable member of our team will discuss the particulars of the claim with you and make a recommendation regarding the handling of the claim.

You may download and fill out the Request for Investigation form provided below and mail, fax or email it to us along with any documentation germane to the evaluation of the claim. A member of our team will contact you to acknowledge receipt of your assignment and to discuss any specific instructions or deadlines associated with the assignment.

Forensic Division Contact Information

Via Email 

Jonathan Shalik, CPA – Jshalik@shalikmorris.com

Erica Shalik – Eshalik2@shalikmorris.com

Kenneth Altman, CPA – Kaltman@shalikmorris.com

Via Fax

(516) 338-5592

Via Telephone

(516) 338-8700

Download our Request for Investigation form [PDF]

Please refer to our navigation menu for more information about our forensic accounting services