Innocent Spouse Relief
Relief from a joint tax liability when a spouse or former spouse caused the problem.
A clear path from notice to resolution.
Eligibility review
I assess which of the three relief types applies to your facts.
Documentation
I gather the records and statements that support your request.
Submission
I prepare and file the election with the IRS.
Determination
I represent you through the IRS review and any appeal.
When a joint tax return includes errors or omissions you did not know about, the IRS can hold you responsible for the full balance — even if your spouse or former spouse caused it. Innocent spouse relief exists to correct that.
There are three paths: innocent spouse relief, separation of liability, and equitable relief. Each has different requirements and applies to different situations. I evaluate which fits your circumstances, prepare a complete request, and represent you through the IRS determination.
These cases are sensitive by nature. I handle them with discretion and keep you informed at every step.
Who this helps
- Spouses or former spouses held liable for a joint return error they did not cause.
- Individuals facing a balance from a partner's unreported income or improper deductions.
- Anyone who believes they were unaware of, and did not benefit from, the understatement.
Questions about innocent spouse relief.
For innocent spouse relief, yes — you must show you did not know and had no reason to know. Equitable relief has a different standard. I help you understand which applies and what to document.
Installment Agreements
Settle your tax debt through manageable monthly payments negotiated with the IRS or state.
Read moreOffers in Compromise
Settle your tax debt for less than the full amount owed when paying it is not feasible.
Read morePenalty Abatement
Reduce or remove IRS penalties when reasonable cause exists for the failure.
Read moreReady to lift the weight off your shoulders?
Schedule a confidential consultation. I'll review your situation and outline the options available to you — clearly, honestly, and without pressure.
Your information is protected by Power of Attorney standards. Nothing is shared without your direction.