Toll Free

1-800-570-4030

PRIVACY POLICY

EQUITABLE RELIEF

INNOCENT AND INJURED SPOUSAL LIABILITIES

SEPARATION OF LIABILITIES

INTRODUCTION

Tax Debt Relief Help

Income Tax Services

Note: Many States have comparable injured and innocent spouse provisions.

Our organizational policies guarantee that "only" contact initiated by you and required to provide services, file an innocent or injured spouse relief claim or to provide guidance sought by you will occur at any time, now or in the future Privacy and Security Policies

When presenting an argument for injured or innocent spouse, separation of liability or a claim based on equitable grounds if you Say the wrong thing, you are done forever!   Therefore, we recommend that you seek the assistance of a reputable and competent counsel and discontinue any personal contact.  We welcome the opportunity to analyze your specific circumstances to determine program eligibility and identify available alternative courses of action, when required.  Our fees are reasonable and our initial consultation is free. 

There are four types of relief from joint and several tax liabilities that include innocent and injured spouse, separation of liabilities and equitable relief.  This discussion will explore each of these options and will help explain the provisions that allow for the recovery of confiscated refunds that were applied to an obligation that your spouse is solely responsible for.

If you filed a joint return and were injured when your share of an overpayment (refund) was applied against your spouse's past due separate State or Federal tax liability, child support, spousal support, federal debt (such as student loans) you may seek to recover your share of confiscated refunds.  To be considered an injured spouse the refunds must be confiscated from a joint return where you:

Those pursued for spousal liabilities related to a jointly filed tax return may be eligible for innocent spouse relief if all of following conditions are met.

With this remedy the total spousal tax liability including interest and penalties are allocated between both spouses based on the income and deductions attributable to each individuals personal earnings and assets.

 FREE TAX

ANALYSIS

First Name:    

Last Name:    

State:            A

Time to Call:

Phone 1:  

Phone 2:  

 

With this remedy the totality of your situation at the time the return was signed including physical health, mental health, abuse experienced during marriage, current financial condition, current compliance and any other criteria that may deem collection against you as inappropriate.

INJURED SPOUSE

INNOCENT SPOUSE

  • The liability must be the result of an adjustment due to an understatement of income or the overstatement of deductions or credits on a joint return or due to an underpayment.

  • You must not be qualified to make an Innocent Spouse or Separation of Liability claim.

  • You must be an individual pursued for taxes resulting form an adjustment in the liability due to an understatement of income or the overstatement of deductions or credits on a joint return and you did not know or have reason to know of the error due to manipulations of your spouse at the time you signed the return.

  • Taking into account all the facts and circumstances, it would be unfair to hold you liable for the understatement of tax.

  • You did not substantially benefit from the understatement of income or overstatement of deductions.

  • You must request relief within 2 years after the date on which the Internal Revenue Service first began collection activity against you. 

OUR SERVICES

Self Help

  • Received income from any source.

  • Made payments through withholdings or estimated tax payments. 

  • Included the income received and tax payments on the joint spousal return.

  • The liability must be the result of an adjustment due to an understatement of income or the overstatement of deductions or credits on a joint return and you must not have known of the error due to the manipulations of a spouse. 

  • You must either no longer be married to, legally separated from or widowed by the individual with whom you signed the joint return or you must not have been a member of the same household for the prior 12 months or anticipate the return of the spouse with whom you signed the joint return.

  • The IRS must not be able to prove that you and your spouse transferred assets for the purpose of avoiding taxes.

State & IRS Collections

Other Resources

© Copyright 2001 - 2009 Hans and Roush, Inc.