CTAPP Compliance Review

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Weaver is a state bar-approved CPA firm authorized to provide Client Trust Account Protection Program (CTAPP) compliance review services for California attorneys. Weaver performs the required agreed upon procedures (AUPs) engagements defined by the State Bar of California Rules of Professional Conduct, helping firms maintain compliant attorney trust accounting and client trust accounting practices.

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State Bar-Approved CPA Firm for CTAPP Compliance Reviews and Client Trust Accounting Compliance

As an approved CPA firm, Weaver performs CTAPP Compliance Reviews for California attorneys selected by the State Bar of California. These engagements are limited to the agreed upon procedures established by the state bar and are designed to promote consistency, transparency and accountability in client trust accounting and attorney trust accounting practices.

Our accounting advisory team delivers a smooth, secure review process focused on clarity, responsiveness and strict adherence to all quality requirements outlined by the State Bar of California.

If you would like additional information about Weaver’s CTAPP contract, please contact us:

Jennifer Dang, CPA, CGMA

Partner, Financial Advisory – Accounting Advisory Services
310‑817-0389
[email protected]

Peter Lee, CPA, CGMA

Partner, Financial Advisory – Accounting Advisory Services
310‑382‑5390
[email protected]

Our Perspective

CTAPP Guidance Backed by Experience

"Weaver’s early participation in the CTAPP program has given our team firsthand insight into the compliance review process and evolving expectations. That experience helps organizations approach compliance with greater confidence."

– Peter Lee, Partner, Financial Advisory – Accounting Advisory Services

CTAPP Compliance Review Readiness Checklist

The right preparation can help you identify gaps early and approach your CTAPP compliance review with confidence. Use this checklist to assess your readiness and take a more proactive approach.

Download the CTAPP Compliance Review Readiness Checklist

Our Approach to CTAPP Compliance Reviews

When the State Bar of California requires selected attorneys to complete a compliance review of their client trust accounting practices, those reviews must be conducted by approved CPA firms using state bar-defined agreed upon procedures (AUP).

CTAPP compliance reviews are designed to evaluate whether client trust account activity has been properly recorded, documented and reconciled during the review period. Weaver performs each CTAPP compliance review strictly in accordance with state bar requirements, using standardized procedures and secure systems to support consistency across engagements.

As an approved firm, Weaver:

Applies the precise AUP steps prescribed by the California State Bar
Performs all work within the state bar’s secure audit management software
Conducts the engagement remotely
Provides factual findings to the state bar via restricted-use reporting
Follows strict confidentiality, cybersecurity and independence rules aligned with client trust accounting and regulatory expectations

All CTAPP compliance review findings are reported directly to the State Bar of California and are intended for restricted use in accordance with program guidelines.

Why Weaver

Why Attorneys Choose Weaver for CTAPP and Trust Accounting Support

As a longstanding provider of assurance and advisory services to public sector and regulated organizations, Weaver brings:

Deep experience in attestation and AUP engagements related to attorney trust accounting
A robust quality management system aligned with industry standards
Proven capacity and staffing to meet state bar workload demands
A secure, streamlined review experience for California attorneys

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Meet the team

Our leaders

Peter Lee

Partner, Financial Advisory
Accounting Advisory Services

Jennifer Dang

Partner, Financial Advisory
Accounting Advisory Services