Equitable Spouse Relief
This is one of the three types of Relief from Joint Tax Liability, which differs from the others (Innocent Spouse or Separation of Liability Relief), because in this case, the taxpayer may have actual knowledge when they signed the return that either understatements or underpaid taxes existed. They chose not to challenge this errant position for fear of their spouse’s retaliation.
For possible reprieve, the IRS will review the facts and circumstances of the taxpayer’s case and then make a determination as to whether it would be unfair to hold the taxpayer liable for the understated tax. There is joint and several liability on jointly filed tax returns, meaning either spouse could be held fully responsible for all delinquent tax, penalties, and interest regardless of fault unless one of the reliefs offered can be established. Therefore, it is crucial for those with underlying circumstances to properly document and present the events to convey this position adequately. To ensure that nothing is overlooked or improperly portrayed, employing a multi-licensed CPA-Attorney-Enrolled Agent can provide such vital assistance to help establish the facts of the matter and use correct IRS procedures to obtain resolution. Hiring Harmon Associates, LLC will ensure complete representation for your taxation issues without paying more.
Time Limitations for Claiming Relief
There are time limitations to factor, based on whether either a refund is being sought or unpaid taxes are challenged. If the taxpayer paid the tax, the taxpayer has until the refund statute of limitations to request equitable relief. If the tax is outstanding, the taxpayer has to seek equitable relief until the statute of limitations (ten years).
We Can help!
Having a multi-licensed Attorney-CPA-EA could help significantly in establishing a proper audit trail of events along with obtaining solid advocation on your behalf to the IRS. For those who have qualifying circumstances, we can help you get the relief you need while assisting you every step of the way. Getting you proper representation for your taxation needs is what we do! Employing a multi-licensed Attorney-CPA-EA offers the most cost-effective and efficient approach to your taxation needs.
Find out how easy it is to get started with our team. Start talking with our multi-licensed Attorney-Certified Public Accountant-Enrolled Agent in your free initial consultation by filling out our online form or by giving us a call at (772) 418-0949.
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