Innocent Spouse / Injured Spouse

Innocent Spouse Relief (Form 8857) – Obtaining innocent spouse relief can be a very challenging process.  If the IRS has assessed a liability against both spouses, but only one of those spouses should have been held liable, that spouse may be eligible for innocent spouse relief.  For example, if IRS assesses additional tax through an audit and only one spouse had knowledge of the income that led to the liability, the spouse without knowledge may be eligible for innocent spouse relief.We have the experience to determine when seeking such relief is appropriate, and to assist you in completing the process.  Please contact our office to schedule a consultation to determine if you may be eligible for innocent spouse relief

Injured Spouse Allocation (Form 8379) –A non-liable spouse’s separate income and assets are generally not subject to collection from the IRS. However, there are times when the IRS will take a non-liable spouse’s assets or refund and apply it to the liable spouse’s debt.  In those circumstances, it may be appropriate to seek an injured spouse allocation.  An injured spouse allocation can result in a refund to the non-liable spouse. We have the experience to determine when seeking such an allocation is appropriate, and to assist you in completing the process.  Please contact our office to schedule a consultation to discuss whether an injured spouse allocation is appropriate for your situation.