What you'll receive
Preparing comprehensive tax summaries for spousal support cases requires hours of tedious document review, cross-referencing multiple tax years, and analyzing complex income sources. Manual analysis is time-consuming, error-prone, and delays case progression while attorneys wade through Schedule C, K-1s, and business returns to determine true financial capacity.
Preparing comprehensive tax summaries for spousal support cases requires hours of tedious document review, cross-referencing multiple tax years, and analyzing complex income sources. Manual analysis is time-consuming, error-prone, and delays case progression while attorneys wade through Schedule C, K-1s, and business returns to determine true financial capacity.
CaseMark automatically analyzes multi-year tax returns and financial documents to generate comprehensive spousal support tax summaries in minutes. Our AI extracts income from all sources, calculates multi-year trends, reconciles business income with actual economic benefit, and delivers court-ready financial analysis that clearly shows ability to pay or need for support.
This workflow is applicable across multiple practice areas and use cases
Tax summaries are essential for calculating lost wages, lost earning capacity, and economic damages in personal injury cases where plaintiffs must prove pre-injury income and financial capacity.
Personal injury attorneys regularly analyze tax returns and financial documents to establish baseline income for economic damage calculations, making this workflow directly applicable to their financial discovery and damages analysis needs.
Tax records analysis is critical for calculating back pay, front pay, and lost compensation in wrongful termination, discrimination, and wage-and-hour cases.
Employment litigation frequently requires detailed financial analysis of tax returns to establish earning history, prove damages, and verify income claims for both plaintiffs and defendants in employment disputes.
Tax summaries are required for means testing, income verification, and financial disclosure in bankruptcy proceedings to determine debtor eligibility and payment capacity.
Bankruptcy cases mandate detailed financial analysis including tax returns to verify income, assess financial condition, and detect potential fraud or asset concealment.
Tax return analysis helps estate planning attorneys assess client financial capacity for trust funding, gift tax planning, and determining appropriate estate planning strategies based on income and asset structure.
Estate planning requires comprehensive understanding of client finances including income sources, business interests, and tax positions to design effective estate plans and calculate potential estate tax liabilities.
At minimum, you need federal and state tax returns (Form 1040) for the past 2-3 years. For more comprehensive analysis, include W-2s, 1099s, Schedule C for self-employment, K-1s for partnerships or trusts, and business tax returns if applicable. The more complete your documentation, the more thorough the financial analysis CaseMark can provide.
Business income requires reconciliation between reported taxable income and actual economic benefit. CaseMark analyzes Schedule C, depreciation, business expenses, and cash flow to determine true financial capacity. The system identifies legitimate tax deductions that may not reduce income for spousal support purposes, such as depreciation which doesn't represent actual cash outflow.
Yes, CaseMark systematically reviews all schedules and forms to identify rental income, capital gains, dividend income, trust distributions, and other non-wage sources. The system traces income through multiple entities and highlights financial arrangements that may warrant further investigation, ensuring a complete picture of financial capacity.
CaseMark automatically compares financial data across multiple tax years to reveal patterns in income stability, growth, or decline. The system generates comparative tables showing year-over-year changes in gross income, tax liability, and effective tax rates, helping attorneys demonstrate consistent earning capacity or significant financial changes relevant to spousal support determinations.
Absolutely. CaseMark generates professional, well-organized summaries with proper source attribution for every data point, citing specific tax forms and line items. The output is designed for legal practitioners and courts, balancing detailed financial analysis with accessibility, and can serve as a standalone exhibit or foundation for expert testimony.