Clear, Manageable Solutions For Tax Problems

Innocent Spouse Relief Claims Attorney Serving California Residents

Discovering that the IRS is pursuing you for a tax debt your spouse created can feel scary and deeply unfair. The Tax Law Office of Jayson M. Aquino, CPA, Esq., understands how distressing this situation can be. Attorney Jayson Aquino is both a licensed tax attorney and a certified public accountant. Most tax attorneys do not hold both credentials, and it helps him see both the legal and financial side of your situation. You get more complete guidance from day one.

What Is Innocent Spouse Relief In California?

Innocent spouse relief is a legal remedy under Internal Revenue Code Section 6015. It protects individuals from tax liability that a current or former spouse created on a joint return. California offers similar protection through the Franchise Tax Board (FTB) under Revenue and Taxation Code Section 18533.

Eligibility depends on the specific facts of your case. You may qualify for innocent spouse relief if you meet the following conditions:

  • You filed a joint federal or state tax return
  • The return understates taxes due to your spouse’s errors or omissions
  • You had no knowledge of the understatement at the time of signing
  • Holding you responsible would be unfair based on the circumstances
  • You apply for relief within the required timeframe, depending on the type of claim

Meeting these conditions forms the basis of your innocent spouse relief claim.

Types Of Innocent Spouse Relief Available Through The California FTB

Relief options generally fall into three categories for qualifying taxpayers in California. Each addresses a different situation:

  • Traditional innocent spouse relief: This protects you from liability when your spouse understated taxes and you had no knowledge of the error
  • Separation of liability relief: This separates the understated tax between you and your spouse based on your roles in the underpayment
  • Equitable relief: This applies when you do not qualify under the other two programs but full liability would still be unfair

Federal and state relief require separate applications. California approval is not automatic even with federal approval. Attorney Jayson Aquino manages every aspect of your case personally, from filing to final resolution.

You Should Not Have To Pay For Someone Else’s Tax Mistakes

You did not create this tax problem, and you deserve real help from someone who takes your situation seriously. The Tax Law Office of Jayson M. Aquino, CPA, Esq., offers competitive rates that most individuals find far more affordable than large national tax firms. Call the firm at 714-589-2121 or reach out online to connect with attorney Jayson directly.