Tax issues in a marriage or after a divorce can create financial and emotional challenges, especially if you’re held responsible for a tax liability you didn’t cause. Innocent Spouse Relief allows qualifying individuals to request relief from joint tax debts caused by a current or former spouse’s errors or omissions. My professional Innocent Spouse Relief services ensure you get the guidance and representation needed to navigate this complex process successfully.

What is Innocent Spouse Relief?

Innocent Spouse Relief is a program offered by the IRS that absolves eligible individuals from being held responsible for tax liabilities resulting from:

• Errors on joint tax returns.
• Underreported income by a spouse.
• Misstatements or fraud committed by a spouse.

When granted, this relief can remove the burden of paying additional taxes, penalties, and interest.

Eligibility for Innocent Spouse Relief

To qualify for Innocent Spouse Relief, the IRS requires that:

1. You Filed Jointly: The liability must stem from a jointly filed tax return.
2. Your Spouse Was at Fault: The tax error or understatement must be due to your spouse or ex-spouse’s actions.
3. You Were Unaware: You must prove that you didn’t know (and had no reason to know) about the tax issue when signing the return.
4. It Would Be Unfair to Hold You Responsible: The IRS must determine that it would be unfair to hold you liable for the tax debt.

How I Help with Innocent Spouse Relief

Comprehensive Case Review

I analyze your tax situation, IRS notices, and documentation to determine whether you meet the eligibility criteria for Innocent Spouse Relief.

Filing the Innocent Spouse Relief Request

I handle the preparation and submission of IRS Form 8857, ensuring it is completed accurately and supported with all necessary evidence. Key documents may include:

• Proof of your financial situation.
• Evidence of your lack of involvement in the tax understatement.
• Records of communication between you and your spouse or ex-spouse.

Communicating with the IRS

I manage all interactions with the IRS on your behalf, including responding to requests for additional information and addressing any disputes or concerns.

Representation in Appeals

If the IRS denies your request, I can represent you in the appeals process to challenge their decision and present additional evidence to support your claim.

Exploring Alternative Relief Options

If you don’t qualify for Innocent Spouse Relief, other options may be available, such as:

• Separation of Liability Relief: For divorced or separated spouses, allocating responsibility for the debt.
• Equitable Relief: For cases that don’t meet standard criteria but where holding you responsible would be unfair.

Why Choose My Innocent Spouse Relief Services?

As an Enrolled Agent (EA), I specialize in resolving tax disputes with the IRS. I combine in-depth knowledge of tax laws with a compassionate approach to ensure your case is handled professionally and effectively.

Frequently Asked Questions

Q: Can I apply for Innocent Spouse Relief after a divorce?
A: Yes, divorced individuals can apply if the tax liability stems from a joint return filed during the marriage.

Q: How long does the IRS take to decide on a request?
A: The process can take several months, depending on the complexity of your case and IRS workload.

Q: What if my ex-spouse disagrees with my claim?
A: The IRS will notify your ex-spouse of your claim, but their objection won’t necessarily affect the outcome if you meet the criteria.

Take Control of Your Tax Situation Today

You shouldn’t be burdened with a tax liability caused by someone else’s mistakes. With my Innocent Spouse Relief services, you’ll have the expertise and support needed to seek the resolution you deserve.

Contact me today to schedule a consultation and start your path to relief.