Assessing an offer in compromise realistically
An offer in compromise is a potential resolution, not a guaranteed discount. The IRS considers the basis for an offer and the taxpayer's financial circumstances. Comparing it with other collection options helps avoid pursuing an unsuitable application.
McCarthy Tax Law assists with offers in compromise and evaluates the relevant notices, factual record and procedural options. The appropriate response depends on your circumstances, not simply where you live in Florida.
Explore Offers in CompromiseWhat to preserve before discussing your matter
Review outstanding liabilities, filing status, income, expenses and assets. Preserve current collection notices and discuss the facts before assuming a small offer will be accepted.
Use the website only to describe the general issue and any stated deadline. Do not send tax returns, Social Security numbers, financial records or other sensitive information through the form.
Read the taxpayer guidesFederal tax services for Cape Coral taxpayers
The firm handles IRS examinations, collection disputes, Tax Court matters, criminal tax investigations and offshore reporting concerns. No settlement, penalty reduction or case result is guaranteed.
Representation informed by IRS experience
Bernie’s career includes IRS Revenue Agent, Appeals Officer and Trial Attorney roles, followed by experience as a KPMG Director and a partner at Shutts & Bowen LLP. His federal controversy practice serves taxpayers, businesses, trusts and exempt organizations.
About Bernie McCarthy
Serving Cape Coral from Melbourne Beach
The firm has one Melbourne Beach mailing address: 3830 S Hwy A1A, PMB 4-175, Melbourne Beach, FL 32951. It is not a walk-in office. Bernie meets clients at their locations; contact the firm to discuss arrangements. Hours are Monday–Friday, 9:00 a.m.–5:00 p.m.