Understanding a balance-due notice
An IRS balance can contain tax, penalties and interest, each requiring a different explanation. Before proposing payments, review the tax years, the assessments and whether the notice reflects an existing agreement or an unresolved dispute.
McCarthy Tax Law assists with irs collection 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 Collection DefenseWhat to preserve before discussing your matter
Collect the complete notice and earlier correspondence for the same years. Note payments already made and any disagreement with the amount shown.
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 Pembroke Pines 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 Pembroke Pines 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.