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.

Our Client Reviews

Read our tax lawyer reviews to see what customers have to say about our Harmon Tax Resolution, LLC.

I put my trust in him and I so happy I did. He was great about keeping me informed and did what he said he was going to do. I will recommend Harmon Tax services to any one that need it. Plus I will always use him if I ever need him again. Great...

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Unexpectedly, I received an IRS notice stating I had a balance of over $124,000. The IRS debt was very impactful and made me very worried that I could not sleep at night. I sought help from Will. He was able to research and identify the issue...

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For many years of having a small real estate rental business, I started to have many issues with IRS. In desperation I started searching for a Tax Accountant and Attorney. I remarkably came across Will Harmon, and have been very happy and...

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I had a pressing IRS issue that I could not resolve with the IRS. I employed tax attorney CPA Will Harmon to fix this. He immediately addressed the issue with the IRS and another 3rd party, so I did not have to, allowing me to focus on other...

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Attorney Will Harmon provided excellent, trusted representation for me across several issues. There were facets of my situation that required a combination of skillsets, which Will happens to have. In addition to being an attorney, he is also a...

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Absolute pleasure to deal with! IRS came down on me for something i didn't even do. Will took on the task and knocked it out faster than i imagined. Absolutely pleased! Definitely recommend using him for your needs!

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Mr. Harmon is a gentleman always conducted himself in a professional manner. He is very knowledgeable and organized. I can sincerely say he is always a pleasure. He’s an excellent conversationalist and goes out of his way to give his clients the...

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Will Harmon is excellent at what he does and Harmon Associates is the place to go. He is a fantastic person and an expert in taxes and law. Harmon Associates is the best place to go to get excellent results and absolutely excellent service. I...

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