Preparing for Divorce in Texas: How to Find Financial Information Discreetly

If you are considering divorce but don’t have immediate access to your spouse’s financial records and accounts, you are not alone. At Evans Family Law Firm, we often represent clients who have been left in the dark on important financial matters.

Whether your spouse controlled the bills, managed investments, or filed taxes on their own, we’re here to help you understand how you can gain access to those records without your spouse finding out.

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You Don’t Have to Know Everything to Start the Process

Often, people believe they have to have the full financial picture of their marital estate before filing for divorce. Understanding where you stand when it comes to matters like child support, alimony, and estate division can be beneficial to know from the beginning, but the court process is designed to compel both parties to disclose important financial matters.

Plus, your attorney can provide advice and insight on how you can gain access to important financial documents even before the divorce process begins. Our family law team at Evans Family Law Firm can work with you confidentially so you can better assess your financial situation before making a major decision.

Ways to Access Tax Records Without Alerting Your Spouse

If you do not have copies of prior tax returns, you can request them directly from the IRS. You can access your joint tax return record without your spouse’s knowledge or involvement. This is typically done by filing an IRS Form 4506 or 4506-T. With the help of an attorney, you can access credit reports that show active accounts and debts.

If your name is on a shared bank account, you can request account information such as transaction histories and account summaries. Once your divorce begins, you conduct a more formal search through discovery, especially if your estate is large.

If your spouse controlled and handled all of your finances, they may assume they can hide assets from you during your divorce. Evans Family Law Firm can conduct a search and use other methods to ensure that your spouse fully discloses their assets and debts so you receive your fair share of the marital estate. We know how to handle complex cases, uncover hidden assets, trace transfers, and ensure that the entire estate is brought to light.

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What our clients are saying about us

Coral G.

2 months ago

I had a great experience working with Jimmy Evans on my divorce case. He provided excellent counsel and always focused on getting me the best results. He was accommodating and made sure I understood each step of the process. His paralegal, Dina, was also wonderful! She kept communication clear and timely, and I could always count on her for quick updates and answers. The firm as a whole was efficient, professional, and supportive, which made a difficult process much easier to navigate. I highly recommend Jimmy Evans and his team.

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Strategic Legal Support So You Aren’t Left in the Dark

At Evans Law Firm, we understand the importance of understanding your financial situation before filing for divorce. To help you make informed decisions, we can help you access past tax filings and credit reports that can give you a clear idea of what assets and debts are included in your marital estate.

If you choose to move forward with your divorce, we’ll be there to provide experienced and strategic legal representation that sets you up for success.