Have you depended on your spouse for
tax filing? Explore Innocent Spouse Tax
Relief Services
Have you received a letter from the IRS about back taxes due that surprised you?
Were you aware of a windfall of income but your spouse didn’t tell you the correct amount?
If the answer to any of the above questions is yes, you may be able to get relief from the penalties and the taxes due by your spouse so that your credit is not ruined and you can get on with your financial life.
Do You Qualify?
First, you must meet certain conditions to qualify for this relief.
You filed a joint return that has an understatement of tax that’s solely attributable to your spouse’s erroneous item. An erroneous item includes income received by your spouse but omitted from the joint return. Deductions, credits, and property basis are also erroneous items if they’re incorrectly reported on the joint return- You establish that at the time you signed the joint return you didn’t know, and had no reason to know, that there was an understatement of tax and- Taking into account all the facts and circumstances, it would be unfair to hold you liable for the understatement of tax
- You're divorced or legally separated from the spouse with whom you filed the joint return
- You're widowed, or
- You haven't been a member of the same household as the spouse with whom you filed the joint return at any time during the 12-month period ending on the date you request relief
- You must also not have had actual knowledge of the item that gave rise to the deficiency at the time you signed the joint return, unless you can show that you signed the return under duress.
What happens next?
there were situations where:
- There was an erroneous deduction claimed by your spouse
- It would be unfair to hold you liable for the tax once the facts and circumstances are known
- You had no actual knowledge of the erroneous deduction or item when you signed the return
- You have not transferred or received property from your spouse to avoid payment to a third party or to pay taxes.
We understand that is a difficult time for you. There are many things to consider. We are here to
help you determine if you meet the requirements for innocent spouse relief.
How we can help you?
If you feel you might be in the situation where the IRS is trying to collect money from you and it is your spouse that should have the debt, then we may be able to help. Here are the ways we can help an innocent or injured spouse with IRS tax debt:
- We can consult with you to assess your situation
- We can explain the options you have for applying for tax relief
- We can act as your representative to the IRS to handle your case
- We can complete the forms necessary to apply for relief
- We can access your IRS file to understand the records they have about your situation
- We can negotiate your case with the IRS officer
To get started please contact us to arrange for a convenient time to
discuss your specific situation. We will handle your situation in
a discreet and confidential manner. Your privacy is important to us.
Don't take our Word!
Hear from those we helped
Kevin C.
From my first meeting with Karla, I could already tell she was an expert and very knowledgeable in her field. She also laid out clearly what the process of working with her would look like, which put me at ease and made me comfortable that I'd be in good hands with someone who was experienced and organized. She was always super friendly and responsive, and helpful in answering any questions I had.It was a pleasure working with Karla and I look forward to doing so in the years to come. Thank you Karla!!
Heather O.
Karla was absolutely amazing! We had a huge list of issues for her to tackle, and Karla worked tirelessly until our books were totally perfect. Her expertise in law practice accounting is unparalleled and she was able to explain everything in a way that made complete sense. Whenever I had questions (and I had A LOT), she answered them thoroughly and quickly. Karla was such a pleasure to work with and I cannot recommend her highly enough!
Davis W.
Karla has been indispensable in helping me get organized in my most complicated tax year yet. I had been handling my own taxes up until this point due to bad experiences with tax preparers who outsourced my taxes in prior years. Karla took the time to consult with me on client-business fit and answered my many questions promptly with detailed explanations. I'm so excited to work with Karla going forward and am sleeping soundly at night knowing that I'm working with a true professional. Thank you, Karla!
Zach S.
Karla truly went above and beyond for us. She called the IRS and waited on hold not once but 5 times because of an unforseen issue we had involving paying our nanny's taxes.
If you are looking someone who will see your taxes all the way through the finish line, no matter what, work with Karla.
Renato R
Karla was the best, very professional and extremely patient, thorough thorough my entire procedure. I highly recommend her services.
