Choosing an offshore correction approach carefully
Filing a missing foreign-account report alone may not resolve every related issue. The history of filings, accounts involved and any IRS contact must be considered before choosing a disclosure or correction path.
McCarthy Tax Law assists with fbar & offshore compliance 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 FBAR & Offshore ComplianceWhat to preserve before discussing your matter
Preserve prior filings and correspondence. Discuss the full reporting history privately with counsel, including whether the government has already requested information.
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 Naples 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 Naples 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.