Tax return summaries Simplify and summarize financial data for legal cases

CaseMark's AI-powered tax return summary tool transforms dense tax documents into clear, concise reports. Our advanced algorithms identify key financial data, uncover hidden trends, and streamline the analysis process. Utilize our summary to streamline tax return summarization for personal injury, family law, and tax lawyers.
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Tax data made easy

With CaseMark, you can customize data extraction and reporting to fit your specific needs, ensuring you have the information you need at your fingertips.
Plus, our robust security measures protect sensitive data, giving you peace of mind. CaseMark automatically extract actionable insights from complex tax returns such as:
Gross income
Overtime pay
Bonuses and commissions
Self-employment income
Rental income
Unemployment benefits
Disability benefits
Alimony or child support

Maximize your client's damages with stronger financial analysis

CaseMark's AI-powered tool quickly and accurately extracts key information from multiple years of tax returns, saving you time and ensuring you have the data you need to build a strong case.

  • Extract relevant financial information, such as income, deductions, and medical expenses.
  • Identify changes in income and spending patterns over time.
  • Calculate lost wages and future earning potential accurately.
  • Generate detailed reports for court filings and settlements.
  • Properly calculate loss-of-income or spousal support.
  • Uncover hidden assets and income in family law cases
  • Gain a comprehensive financial picture of both spouses.
  • Compare income and expenses of both spouses over multiple years.
  • Identify potential hidden assets and undisclosed income.
  • Calculate child support and spousal maintenance accurately.
  • Generate detailed financial reports for court proceedings.

CaseMark's AI-powered tool quickly and accurately extracts key information from multiple years of tax returns, saving you time and ensuring you have the data you need to build a strong case.

Streamline tax return analysis and minimize client risk

CaseMark simplifies tax return analysis, allowing tax lawyers to focus on complex legal issues. Our platform quickly identifies potential tax discrepancies, reduces audit risks, and supports effective tax planning.

Analyze tax returns for consistency and accuracy.
Identify potential tax deductions and credits.
Prepare for tax audits and disputes.
Generate detailed tax reports for clients.

Unmatched privacy & security

We take privacy and security seriously as outlined with our security promise. In addition to our ongoing SOC2 Type II certification, we have an experienced leadership team who have successfully scaled secure infrastructure at internet-scale.

Summaries customized to your needs

CaseMark creates custom summaries tailored to various legal specialties, including estate planning, bankruptcy, and corporate law. Our experts work closely with you to understand your specific requirements and deliver the insights you need.