Divorce can affect filing status, dependents, estimated taxes, home ownership, retirement accounts, business interests, and the tax consequences of property transfers. The best time for tax input is often before agreements are final.
Ask about timing and filing status
Year-end marital status can affect filing options and withholding needs.
Ask about dependents and credits
Agreements about children do not always map neatly onto federal tax rules. Ask how eligibility will actually be determined.
Ask about property and retirement accounts
Assets with the same market value can have very different tax attributes. Retirement transfers may require specialized legal procedures.
Coordinate with counsel
Tax advice should support, not replace, legal advice. The professional should be comfortable working with the attorneys involved.