Innocent or Injured Spouse Questionnaire
We need some basic information about your situation - we'd like you to answer the questions on this form. Do the best you can - we understand you may not have all the information requested. It's much easier for everyone if we can come to our first discussion prepared. As an added incentive, if you submit a completed questionnaire, the initial consultation is free.
If you prefer not to complete this form, either go to the "Book Online" tab or call us to schedule your initial consultation. If you choose this option, the initial consultation fee is $300. However, that amount will be applied as a one-time credit to fees incurred in the future.
This form is meant to facilitate our interview process and creates no future obligations or relationship between the parties. If you do not retain our services, your form will be removed from our system and securely destroyed. This questionnaire is for the use of Tax Defense ONLY. Tax Defense will never share, sell, or allow a third-party access to this form or ANY of the information on this form.
PLEASE NOTE: When considering joint tax returns filed by married couples, IRS Code §6015 grants an “innocent spouse” relief from joint and several liability for unpaid federal taxes. There are three distinct types of relief available to an “innocent spouse” and, while some elements overlap, some differ. In addition, IRS Code §6402 gives “injured spouses” recourse in joint tax return matters. We’ve included questions covering both classes and elements of the test(s) for each type of relief available. Your responses to the following questions will help us define the circumstances unique to your situation and identify which avenue(s) of relief may be available to you.
If you prefer to have your initial consultation without completing this questionnaire,