Assistance with Financial Disclosures

Unmatched Expertise for Your Statement Needs.

At Smolin, our team is equipped to assist clients with the preparation of the New Jersey Case Information Statement (CIS) or the Florida Financial Affidavit (FA). By helping to gather the required financial documentation and providing relevant analysis, we ensure that the information presented is accurate and withstands scrutiny in court. For those needing assistance with financial disclosure processes, our service offers critical support for navigating this complex area.

Find a Smolin Advisor

Your Trusted Partner to Ace Your Statement.

Our Commitment
to You.

Our expert team offers a comprehensive suite of services designed to streamline the financial disclosure process and ensure compliance with legal requirements. You can rely on Smolin for guidance and expert support in navigating the complexities that come with financial disclosure assistance.

  • Financial documentation compilation and review
  • Determination of required documents
  • Thorough review of compiled documents
  • Income, expense, and assets/liabilities sections
  • Analyze financial information and assist in preparing income, expense, and assets/liabilities sections of CIS or FA
  • Ensuring proper deductions and accurate demonstration of business spending
  • Litigation support
  • Provide ongoing support during court proceedings
  • Review and evaluation of CISs or FAs from opposing parties
  • Assistance in negotiations and the offering of expert witness testimony

The Smolin Approach.

Smolin takes a meticulous approach to assisting with CIS or FA preparation. We start by collaborating closely with clients to identify all necessary financial documents, followed by a comprehensive review to guarantee accuracy. We then proceed to assist in drafting and refining the various sections of the CIS or FA, ensuring that income, expenses, and assets/liabilities are properly represented. Throughout the legal process, we remain actively involved, offering continual support and expert insights. In addition, our financial disclosure assistance ensures clients always receive the most thorough attention to their needs.

Need 
Answers?

Navigating financial disclosures can be complex. If you have questions or need help specifically with disclosure or require financial assistance for this process, our experts specialize in assisting with all matters related to financial disclosure. Reach out to us today to discuss your needs and how we can support you through the process.

Name
in NJ & FL | Smolin Lupin & Co.