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.

Pay Your CPA

Enter $ Below



Other Amount:



Your Email Address :



IRS Tax audit CPA discusses common Defense Strategies | IRS Notices | S Corporations

tax audit CPA NC

Gary Bode, CPA: every tax audit is unuque but I've presented some common sense issues that apply to most auidts. (910) 399-2705.

Every IRS tax audit CPA says it’s better to prevent an audit. But let’s review some common defense strategies if you receive an IRS Notice.

Alright, I received an IRS Notice. What do I do?

  • Don’t panic. While every tax audit CPA says any audit is a big deal, many aren’t a big deal if they’re handled correctly.
  • Relax. Most IRS audits are “correspondence audits” which are low-level, computer automated inquiries.
  • Recognize the IRS uses random audits to help establish their own internal audit standards. So, they may not think your return has errors. They might just want to look at corroborating documentation.
  • Carefully read the IRS Notice. Then read it again. Then have a friend read it.
  • Take it seriously. The IRS won’t just go away. Some response and resolution is required.
  • Decide if you need to hire a tax audit CPA to represent you. Not every case audit requires CPA representation.

“The IRS is right until you prove them wrong. Sometimes CPA representation is prudent even if you’re completely innocent.”
– Gary Bode, tax audit CPA

  • Understand the timeline. The IRS is generous with audit timelines. But you lose rights once you miss a deadline.
  • You can ask for more time. I think most tax audit CPAs do this automatically.
  • Don’t assume they’re right. The IRS mission is so complex, mistakes are inevitable.
  • Don’t assume you’re right.
  • Understand the issue(s).
  • Verify the issue.
  • Research the issues.

“Don’t volunteer unrequested information that could widen the scope of the audit.” 
 – Gary Bode, tax audit CPA

  • Computer automated tax audits are frustrating. Patience is a virtue.
  • I’ve seen clients waste months on bitterness over a $150 issue.
  • Don’t be abusive.
  • Be proactive with your defense strategy. A tax audit CPA tries to build an air tight case to prove you are correct. This defense and documentation should be clear and logical.
  • Ask for rebates on penalties.
  • Consider an Offer in Compromise to pay less than what you owe, if in fact you do owe.
  • Consider an Installment Agreement if you do owe taxes.
  • Don’t forget your State will need attention for the same issue.

I’m a tax audit CPA with a virtual office to provide top-notch service wherever you live. Please read a few audit prevention and/or audit defense postings on this website to get a feel for what I do and how I do it. For a free phone consult please call (910) 399-2705.

Leave a Reply

You can use these HTML tags

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>