Every analysis starts with the same step.Your statements become organized transaction data, each row linked to its statement page, with missing months listed. That is Stage 1, $500, and you keep it even if you stop there. Tracing builds on it as Stage 2, $1,500 more, including a consultation with a CPA contracted by Andluck. Situations marked “scoped after your inquiry” are not covered by those two prices: the free inquiry tells you whether we can take the work on, and what it would cost, before anything starts.
My financial disclosures are due
Usually called: the preliminary or final declaration of disclosure, including the FL-150 Income and Expense Declaration and the FL-142 Schedule of Assets and Debts.
- Income and expenses averaged from your statements, grouped the way the FL-150 asks for them
- Accounts, balances, and debts laid out for the FL-142, each linked to its statement page
- A list of missing statements, and which institution to request each from
Starts from: bank, card, brokerage, and loan statements; recent pay stubs; your last tax return.
Stage 1 · $500We prepare the numbers. You or your attorney complete, sign, and serve the forms.
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Separate money got mixed into joint accounts
Usually called: separate-property tracing or commingled-account tracing, by direct tracing or the family-expense (exhaustion) method.
- The path of an inheritance, gift, or premarital balance, transaction by transaction
- Where the trail holds and where it breaks, flagged rather than guessed
- Source and use of specific large transfers
Starts from: every statement for the account from the deposit forward; inheritance or gift records.
Stage 1 + Stage 2 · $2,000Which tracing method applies is a question for your attorney.
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The home was ours before marriage, or bought with separate money
Usually called: Moore/Marsden apportionment (a home owned before marriage and paid down during it) and Family Code §2640 reimbursement (separate money put toward community property).
- Principal paid down during the marriage, by the account that paid it
- The down payment and other separate contributions traced to their source
- The calculation, with every input linked to escrow, loan, and bank records
Starts from: purchase and escrow documents, loan statements, and bank statements around the purchase and each refinance. Try the Moore/Marsden calculator first.
Stage 1 + Stage 2 · $2,000Market values at the relevant dates come from an appraisal or agreed figures, not from us.
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Someone paid the bills, or lived in the home, after separation
Usually called: post-separation accounting, including Epstein credits (community debts paid with separate funds) and Watts charges (exclusive use of a community asset).
- Which community debts were paid after separation, when, and from which account
- Every account's balance on the date of separation
- A categorized schedule of post-separation payments
Starts from: statements spanning the date of separation onward; mortgage, loan, and bill statements.
Stage 1 + Stage 2 · $2,000Fair rental value for a Watts charge comes from an appraiser or agreement, not from us.
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Money is missing or was moved
Usually called: tracing, or a source-and-use-of-funds analysis.
- Transfers to other accounts, people, or new institutions, listed and linked
- Cash withdrawals with no identified use
- The months where missing statements leave a gap
Starts from: complete statements for every account involved.
Stage 1 + Stage 2 · $2,000We report what the records show. We cannot promise to find hidden assets.
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One of us has RSUs, stock options, or ESPP
Usually called: time-rule apportionment (formulas from cases such as Hug and Nelson) and equity-compensation tracing.
- Community and separate portions of each grant, under a stated formula and dates
- Each vest matched to the shares that reached the brokerage account
- Sell-to-cover and W-2 reconciliation
Starts from: grant agreements, vesting schedules, broker statements, and W-2s. Read the RSU apportionment guide.
Scoped after your inquiryNot covered by the two published prices.
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We need to work out income for support
Usually called: income available for support, and the inputs for a DissoMaster or Xspouse guideline calculation.
- Each party's income by year, from returns, W-2s, and pay stubs
- Recurring pay separated from one-time bonuses
- The input figures a guideline calculation asks for
Starts from: two to three years of tax returns, W-2s, and recent pay stubs.
Scoped after your inquiryBusiness or self-employment income usually needs a CPA engagement beyond these prices.
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A 401(k), IRA, or pension needs dividing
Usually called: community-share apportionment, or the coverture fraction for a pension.
- Balances and contributions at the dates of marriage and separation
- The dates and figures a QDRO preparer asks for, not the QDRO itself
Starts from: plan statements around the dates of marriage and separation, and contribution history.
Scoped after your inquiryNot covered by the two published prices.
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I am an attorney, paralegal, or mediator
Usually called: a discovery index, a completeness map, and a source-citation index, plus any schedule on this page.
- What was produced, by whom, and under which file names
- Which statements are missing, by account and month
- Every figure linked to a document and page, for your review
Starts from: the production as you received it.
Scoped per matter
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