What we do

Joint tax returns create joint liability. That means one spouse can be held legally responsible for tax debt created entirely by the other spouse. This often occurs during or after divorce, separation, or financial discovery proceedings.

Innocent Spouse Relief and related remedies exist to protect taxpayers who were unaware of misstatements, underreporting, or improper deductions made by their spouse. Each form of relief carries different legal standards, risks, and procedural requirements.

What is Innocent Spouse Relief?

Innocent Spouse Relief allows a taxpayer to avoid liability for taxes, interest, and penalties caused by a spouse’s improper reporting on a joint return—if strict legal requirements are met. Relief may be available when:

  • Income was omitted without your knowledge
  • Deductions or credits were improperly claimed
  • Business income was concealed
  • Financial records were restricted or manipulated
  • Divorce or abuse prevented meaningful financial access

Types of spousal tax relief we handle

Innocent Spouse Relief
Injured Spouse Relief
Equitable Relief
Underreported income
Refund offset protection
Divorce-related tax debt
Improper deductions
Child support interception
Financial abuse cases
Hidden business income
Community property issues
Unreported accounts
Spousal fraud matters
Joint refund recovery
IRS hardship review
Audit-based relief
Wage garnishment reversal
Retroactive relief claims

How we handle innocent spouse & divorce-related tax matters

01
Eligibility & risk review

We analyze joint returns, marital finances, and IRS records to determine which relief options apply.

02
Legal strategy selection

Each relief type has distinct legal requirements and procedural timelines.

03
Formal IRS filing

We prepare and submit Form 8857 and all required documentation.

04
IRS advocacy & appeals

We communicate with the IRS and pursue appeals when relief is initially denied.

Why work with Goldberg Tax?

  • Extensive experience at the intersection of divorce and tax law
  • Deep IRS procedural knowledge for spousal relief claims
  • Strategic handling of fraud-based tax debt
  • Appeals and Tax Court readiness
  • Discreet, client-centered representation

When you should hire an innocent spouse attorney

You should seek legal counsel immediately if:

  • You are divorced or legally separated
  • Your spouse controlled all finances
  • You were unaware of unreported income
  • You face IRS collection for joint taxes
  • A spouse hid business income or accounts
  • You received an IRS levy or garnishment
  • You are pursuing Equitable Relief

Relief claims must be strategically timed and properly documented to avoid permanent denial.

Frequently asked questions

Innocent Spouse Relief removes liability for taxes owed, while Injured Spouse Relief protects a spouse’s refund from being seized for the other spouse’s debts.

Yes. Signing does not automatically disqualify you if legal knowledge standards are met.

No. Divorce alone does not establish relief. Legal burden requirements still apply.

Strict deadlines apply depending on the type of relief sought. Late filings may permanently bar relief.

Yes. The IRS evaluates multiple legal factors, not just spousal wrongdoing.

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