Our Services

Community Property Balance Sheetsevery asset and debt in one view

A divorce can involve accounts across multiple banks, real estate, retirement plans, businesses, vehicles, and debts that no one has fully listed in one place. Pulling it together is a heavy task for even the most organized client or the most seasoned practitioner. We prepare balance sheets that gather it all into one clear, well-organized picture of the community estate, with the supporting detail behind every line.

Assets and debtstogether

The whole estate, one view

Every asset and liability, identified, valued, and classified.
Assets
Balance
IdentifyValueClassify
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One Organized Estate ViewAssets and liabilities together
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Supporting DetailReconciled to the records
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Objective PreparationBuilt around your matter
One organized estate view

The Whole Estate, Clearly Laid Out

At Miod and Company, we turn scattered financial records into a structured schedule of assets and liabilities. Each item is identified, valued, and classified, so that attorneys and clients can see what exists, what it is worth, and how it may be characterized. A well-built balance sheet makes disclosure, negotiation, and settlement conversations more efficient, and it gives everyone a common reference point.

Count on us to put the full picture on one page.

Find out how we can help below.

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Family Law AttorneysA reliable schedule for disclosure and settlement.
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Divorcing SpousesPlain-language view of what is owned and owed.
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Mediators and NeutralsA shared reference for productive discussions.
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Business OwnersBusiness interests placed in the context of the estate.
Balance sheet scope

What Our Balance Sheets Include

Pick a topic to see what we handle. Every item below is part of our community property balance sheet work.

Financial records and calculator
Need help? We are ready.Miod and Company, LLP
✓Bank, brokerage, and investment accounts
✓Real property and related mortgages
✓Retirement and pension accounts
✓Business and professional practice interests
✓Vehicles, personal property, and valuables
✓Credit cards, loans, and other liabilities
✓Separate property and community property classification
✓Values as of the date of separation and current dates
✓Reconciliation to supporting records
✓Schedules, reports, and testimony support
Why Miod and Company

Why Choose Miod and Company for Community Property Balance Sheets?

It doesn’t matter if you are an attorney preparing for disclosure, a spouse trying to make sense of the household finances, or a business owner with interests spread across entities. At Miod and Company, we build every schedule around the facts of your matter. We offer thorough, objective balance sheet preparation, including:

⚖Family law attorneys
☺Spouses and individuals
◎Business and property owners
◎ComprehensiveAssets and liabilities together
✓Clear reportingEasy to understand, built to hold up

We gather records from every source to identify what the estate contains, including items that are easy to overlook.

Each item is valued at the relevant dates and organized by its likely community or separate character.

The final balance sheet is presented in a clean, usable format, with expert testimony available if the numbers are contested.

Talk to an expert →

Let Us Take Care Of The Financial Details

A clear balance sheet can change the direction of a California Family Law matter. Send us a message and we will connect you with an expert who can help.

  • Complete, reconciled schedules
  • Approach built around your matter
  • Connected with an expert who can help

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