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 used Gary’s services to file my 2012 income tax return. This was my first year having an accountant do my return, as I have always done it myself using TurboTax. However, this year I had cancelled debt from my old primary residence which I was forced to convert to a rental property after relocating out of state.

While it didn’t cost me anything to do the short sale, the income tax consequence from the cancelled debt, roughly $50,000 in my case, was enough to move me from the 15% tax bracket to the 25% tax bracket.  Needless to say, I was concerned about that.

Finances were already tight and my husband and I are expecting our first child this fall. So the possibility of owing income tax was stressing me out. However, Gary was great at relieving my fears.

He is extremely knowledgeable, answered all my questions and was very thorough. I knew I was in good hands. He kept in constant contact with me throughout the process, keeping me updated on the progress of my return and letting me know what paperwork he needed to complete my filing.

In my mind, best case scenario would have been to not owe any taxes. Second best would be to only owe a little. Well, you can imagine my surprise and delight when Gary told me I was actually due a refund of a little over $2,700.00!

To top it all off, I found Gary’s fee for service to be fair, competitive and affordable; especially given the complexity of this type of return. I am so glad I did not try and go it alone this year. I am extremely pleased with Gary’s service and would recommend him highly to anyone, in fact I already have. If you have cancelled debt from a short sale or foreclosure, don’t freak out. Take a deep breath and call or email Gary. I am grateful I did.

Angie Falke of Holiday, FL

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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CPA Firm in Wilmington NC Discusses Tax Preparation with Intuit’s TurboTax via QuickBooks Links

CPA Wilmington NC Tax Accounting Firm

Many folks can prepare their tax returns with TurboTax: but if your comfort level falls, please consider calling us at 399-2705

This may be an unusual stance for a CPA firm here in wonderful Wilmington NC.  But yes, many folks are perfectly capable of preparing their own tax returns.  But probably not by hand.  If you want to self prepare, we reccomend Intuit TurboTax, especially if you use QuickBooks for your bookkeeping.  QuickBooks offers integration of your bookkeeping and accounting into TurboTax. 

“Self tax preparation usually requires an online or stand alone tax software program like Intuit TurboTax.”
Gary Bode, CPA, Wilmington NC Tax Accountant

If your confidence in self tax preparation falls to an uncomfortable level, please consider calling us at (910) 399-2705 for a free initial consult.  We’re a Wilmington NC CPA firm who can handle all your personal and company tax preparation needs.

Why and Why not Intuit TurboTax?

Intuit TurboTax is good quality tax preparation software, produced by the same folks as QuickBooks and QuickBooks Pro.   Even some CPAs use it.  E-File ability assures fast tax tax refunds.  It usually has all the tax forms you need – but you may have to augment TurboTax with hand prepared tax forms from the Internet. TurboTax has an interview mode that asks most of the right questions to facilitate tax preparation.  But sometimes you have to understand a tax issue.  The tax support section is good, but you may have to read a tax form’s instructions on IRS.gov.  TurboTax has multiple versions, but they’re good at helping your choose the correct one for your needs.  The cost isn’t always cheap, especially for business returns.  For Schedule C filers, like sole proprietors and SMLLC(s), who use QuickBooks, there is a feature that allows linking accounts in QuickBooks to specific tax lines in TurboTax. 

TurboTax is less helpful on NC Form D400, and poor for preparing multiple State returns with IRS Form 1040.  As the complexity of your return increases, especially with the business and Trust tax returns listed below, TurboTax can become more problematic and expensive. 

TurboTax has versions for business and Estates/Trusts too:

  • IRS Form 1065 for Partnerships and LLCs with NC Form D403.
  • IRS Form 1120 for C Corporations and LLCs with NC Form CD405.
  • IRS Form 1120S for S Corporations and LLCs with NC Form CD401S.
  • IRS Form 1041 for Estate and Trust returns.
  • Year end payroll and subcontractor Form W-2, W-3, 1099-MISC and Form 1096.

If you’d like a free consult on a tax preparation or tax audit issue, please consider calling us at (910) 399-2705.

Here is what we don’t recommend:

  • Hand preparation.  Even a moderately complex Form 1040 is beyond most folks without TurboTax.  Math errors increase the chances of a tax audit!
  • On site tax preparation by the big chains like Liberty Tax Service, H&R Block and Jackson-Hewitt.  Their preparers may not any better trained than you are.  And they’re more expensive than CPAs!  But their software is excellent.  If the cost isn’t prohibitive, their online versions for self preparation are probably excellent for moderately complex Form 1040 tax returns.
  • The large, highly advertised tax resolution firms like JK Harris, Roni Deutch and TaxMasters.  Based on multiple, State level prosecution against all of them, it appears their ethics and customer satisfaction aren’t good.
  • Going beyond your comfort level.  Many folks can become proficient bookkeepers for their company, especially with good software like QuickBooks, but tax preparation only occurs once a year.

For a free initial tax preparation consult with a local Wilmington NC CPA firm, please call us at (910) 399-2705.