What do you need to bring to your tax preparer after divorce?
When preparing to meet with your CPA, you will need to provide all your tax reporting data (W-2s 1099s, etc.) that contains your social security number on it. Due to the complexities involved in marital finances, it is often best for both spouses to agree to work with the CPA who previously prepared your joint tax returns in the first year of filing post-divorce. As accounts are renamed, assets are retitled and spouses move, continuing to use your previous CPA ensures all accounts and activity are considered and reduces the risk of information falling through the cracks. Issues related to changes in address or not updating accounts timely can lead to possible notices from tax authorities as well as potential penalties and interest.