Manually analyzing tax returns for loss-of-income claims is tedious and time-consuming. Attorneys and paralegals spend hours extracting wage data, calculating income trends across multiple years, cross-referencing W-2s with 1040s, and formatting everything into court-ready documentation—all while risking calculation errors or missed red flags.
Building comprehensive income verification reports for litigation requires hours of manual document review, cross-referencing tax returns with paystubs, calculating income trends, and formatting findings to meet evidentiary standards. Attorneys and paralegals spend 6-8 hours per case extracting wage histories, identifying discrepancies, and documenting income patterns in a format suitable for court.
CaseMark automatically analyzes tax returns, W-2s, paystubs, and financial documents to generate comprehensive, court-ready income verification reports in minutes. The AI extracts all income sources, calculates year-over-year trends, identifies discrepancies, and presents findings with proper citations to source documents—all formatted to meet litigation standards.
This workflow is applicable across multiple practice areas and use cases
Essential for wrongful termination, discrimination, and wage disputes where income verification and loss of earnings calculations are central to damages claims.
Employment litigation heavily relies on tax return analysis to verify income claims, establish wage histories, and calculate back pay or lost compensation damages.
Critical for divorce proceedings, child support, and alimony calculations requiring comprehensive income verification and analysis of all income sources.
Family law attorneys routinely analyze tax returns to determine spousal income for support obligations, asset division, and to detect hidden income or financial discrepancies.
Used to verify debtor income claims, assess means testing eligibility, and identify potential fraud or undisclosed income sources in bankruptcy proceedings.
Bankruptcy trustees and attorneys need detailed income analysis from tax returns to verify financial disclosures, detect fraud, and determine repayment capacity.
Useful for executive compensation negotiations and employment contract disputes requiring verification of historical income and compensation trends.
Employment attorneys handling high-value employment agreements benefit from comprehensive income analysis to establish baseline compensation and negotiate severance packages.
Applicable in business disputes involving partner compensation, shareholder income claims, or fraud cases requiring income verification and financial analysis.
Commercial litigation often involves disputes over business income, partner distributions, and financial misrepresentations where tax return analysis provides critical evidence.
CaseMark analyzes all income sources including W-2 wages, self-employment income (Schedule C), 1099 contractor payments, investment income, retirement distributions, Social Security benefits, disability payments, unemployment compensation, rental income, and alimony. The system distinguishes between earned income and passive income, which is critical for loss-of-income damage calculations.
CaseMark automatically calculates year-over-year growth rates, identifies inflection points where income trajectory changed, and correlates changes with documented events. For damage calculations, it establishes baseline earning capacity using historical data, projects future earnings based on demonstrated trends, and calculates documented losses by comparing pre-incident and post-incident income with proper evidentiary support.
Yes, CaseMark cross-references figures across tax returns, W-2s, paystubs, and other financial documents to identify inconsistencies. It flags discrepancies such as mismatches between W-2 totals and paystub projections, unreported 1099 income, or unusual expense patterns. Each discrepancy is explained with potential causes and recommendations for additional documentation needed.
Absolutely. CaseMark generates reports that meet evidentiary standards with every factual assertion traceable to specific source documents cited by name and date. The analysis includes proper methodology explanations, transparent disclosure of assumptions and limitations, and findings presented in formats suitable for expert witness testimony, pleadings, and trial presentation.
CaseMark provides specialized analysis for each employment type. For W-2 employees, it breaks down base wages, overtime, bonuses, and commissions from paystubs. For self-employed individuals, it analyzes Schedule C to examine gross receipts, business expenses, net profit margins, and trends that may indicate injury impact or business disruption. The system explains the legal significance of each employment structure for damage calculations.