Client Info

First meeting

For divorce mediation, please bring the following:

  1. Copies of the last 3 years of federal income tax returns, W2’s and 1099’s.

  2. If you are self-employed or have a family business, we would need 3 years of P&L statements.

  3. Social Security Statement -and- Social Security Estimator

Other divorce-related items

IRS Publication 504
Tax issues for divorced or separated individuals.

IRS form 8332
IRS form regarding tax exemptions for the children.