Preparing for an IRS examination in Melbourne
An examination notice can ask for proof of income, deductions or business expenses. Before responding, separate the specific items under review from the rest of your return. An audit does not automatically mean additional tax is due.
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
Keep the examination letter, the filed return and the records supporting the questioned items. Make a list of missing documents and note the response date rather than sending an unorganized collection of records.
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 Melbourne 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 Melbourne 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.