Transcription of BEDROCK DIVORCE ADVISORS, LLC
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BEDROCK DIVORCE ADVISORS, LLC. 515 North Flagler Drive Suite P-300. West Palm Beach, FL 33401. 917-602-6977. 917-591-4394 (Fax). The following is a checklist of the financial information that you will need: 1. Income Tax Returns. Completed personal, corporate, partnership, joint venture, or other income tax returns (federal, state and local), including W-2, 1099, and K-1 forms, in your possession or control for the last 5 years, including all amended tax returns. Do you expect any tax refunds? 1A. Business financial Statements. Net worth statement balance sheet or list of assets and liabilities Income statement cash flow or income and expense statement 2. Income Information. Current income information, including payroll stubs and all other evidence of income (investment property, rental/lease agreements, dividends, interest, royalties, lottery winnings, etc.) since the filing of your last tax return. 3. Personal Property Tax Returns filed in this state or anywhere else from the start of the marriage.
©2010 - 2016 Bedrock Divorce Advisors, LLC 2 5. Financial Statements submitted to banks, lending institutions, or any other persons or entities, which were prepared by you or your spouse at
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Pro forma financial information, Financial, Privacy Protection for Customer Financial, Privacy Protection for Customer Financial Information, Standard for Automatic Exchange of Financial Information, Automatic Exchange of Financial Account, Information, OECD, Integrated Financial Management Information, RESPONSIBILITIES RELATING TO OTHER INFORMATION, DOCUMENTS CONTAINING AUDITED FINANCIAL STATEMENTS, Financial Information Kit