We Prepare Tax Returns!

We prepare most type of tax returns:

Individual. 

S Corporation.

C Corporation.

Partnership.

Payroll.

Amended.

Gary Bode, CPA is a Master's Degreed, nation wide accountant offering tax and business services. Member of AICPA and NCACPA. Our virtual office provides excellent service to long distance and international clients. Call (910) 399-2705 for a free phone consult.

Client Video Testimonials

Click here to watch some of our clients in their video testimonials!

Client Testimonials

I became totally and permanently disabled after a working for 44 years. I returned to college late in life (while working full-time) to fulfill my dream of becoming an RN and at that time found it necessary to secure student loans. Three years after being declared totally and permanently disabled my student loans were discharged. In January 2013 we received a 1099-C form declaring said student loans that were discharged however that amount could be considered as income for 2012. This was a large amount of money and we live on two pensions and social security income.

I started looking on the internet for information regarding 1099-C and felt that this was something that we could not handle alone. I made phone calls locally to a very reputable tax group in a city near us and they said it would cost $500 for an appointment and that they really prefer to do corporate taxes and they referred me to a local person who had worked for them at one time, we called and explained the situation and an appointment was made and then the comment was made that "I will have to do some research on this" and flags immediately went up and we called back and cancelled that appointment. I had been researching the IRSwebsite and every place else I could think of and I was not comfortable doing our own taxes this year. We called another local tax preparer that we had used in the past and made an appointment, however prior to the appointment, while still seeking information regarding our situation,

I came across a website for Gary l. Bode, MSA, CPA, PC in Wilmington, NC. I called Mr. Bodeand explained our situation and asked if he could help. He spoke very knowledgeably regarding the situation and stated that yes; he felt he could help us. As Mr. Bode was in North Carolina and we were in New York I scanned all of our documents including back-up documents for all of our claims and forwarded all to him. Mr. Bode kept in touch with us via email; we have spoken on the telephone several times and have become very comfortable with his knowledge and professionalism. Also, as I am a true "worrier" I have continued looking into information regarding our tax situation and I came upon another web page for Mr. Bode that included testimonials which spoke of his experience with this type of tax situation as it became prevalent during the recession. This reinforced in our minds that we had made the right decision in hiring this person as our tax preparer.

I share all of this as our taxes are now ready to be filed (we do owe tax for 2012 but not the astronomical figure we thought we were facing), and we are confident that they have been prepared with the utmost care by a gentleman who has an excellent working knowledge of the situation we faced and the tax laws that were applicable to said situation.

 

Bill and Carol

Free Consult

Even though Gary enjoys helping colleagues, we no longer provide free consults to other tax preparers. He's happy to consult on an hourly billing basis if our schedule allows.

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Bookkeeper Fraud: a case study by a Wilmington CPA

a story of bookkeeper fraud told by a Wilmington NC CPA

The most unique story of bookkeeper fraud this Wilmington NC CPA has seen, or heard!

Here’s the most unique bookkeeping scam this we’ve has ever seen in New Hanover County. The case made the front page of Star News when she was convicted. Three year sentence as I recall. Happened in maybe 1997 or so.

I knew this lady personally between 1984 and 1991. Been to her house, met her family.  She had a great attitude. Clients loved her. She engendered trust. Knowledgeable too.  I think most Wilmington NC CPAs would have referred her clients.

This wasn’t an embezzlement case. According to the Star, she fabricated false documentation and claimed it was from the IRS. Exact details weren’t given. But there were multiple incidents.

The IRS will send your CPA, copies of notices you incur from them.  Per Form 2848, Power of Attorney and Declaration of Representative. So her clients didn’t know they should have been sent the notice too.

She then charged money to fix these fictitious problems.  About $1700 in the case cited.  The Star noted the precipitating event triggering the investigation was a victim’s relative noticing that it was, on one of the days this bookkeeper supposedly went to the Atlanta IRS office, a national holiday.  And why Atlanta?  Only Wilmington NC CPAs knew the local office was on Oleander?

Over the years I’ve never had a CPA tell me a story quite like this.  It reflects the complex taxation system in America, the convoluted system of contact inherent in a large beuracracy, and the average taxpayer’s respect, or fear, of the IRS. 

Please call us for a free consult on any tax, accounting or business issue at (910) 399-2705.

1 comment to Bookkeeper Fraud: a case study by a Wilmington CPA

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