Records for rental-income and expense questions
If an IRS examination concerns rental income or property expenses, the return alone may not explain the reporting position. Payment records, expense receipts and the history of the property's use may be important to understanding what the IRS is questioning.
McCarthy Tax Law assists with irs audit defense 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 IRS Audit DefenseWhat to preserve before discussing your matter
Preserve rental statements, receipts and the examination notice. Identify the tax years and items requested without assuming that every expense will qualify for the same treatment.
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 Cocoa Beach 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 Cocoa Beach 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.