We Prepare Tax Returns!

We prepare most type of tax returns:


S Corporation.

C Corporation.




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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QuickBooks CPA discusses using Excel to Customize Reports

QuickBooks CPA Wilmington NC discusses integrating Excel with QuickBooks

Gary Bode, CPA: Even QuickBooks has limitations. For a free phone consult, please call (910) 399-2705.

Every QuickBooks CPA I know uses Excel to extend QuickBooks’ reporting flexibility. I sure do. I’ve never been in an accounting or finance office that doesn’t. No accounting software, even QuickBooks, handles everything a company needs. I feel the essence of being a QuickBooks CPA is to unlock the managerial potential of your accounting and bookkeeping data. Generally, most QuickBooks limitations can be overcome in Excel.

Sand Pit Example

I once setup QuickBooks for sales from a sand pit. There were five different categories of trucks to track. We had to reconcile the number of loads by truck type with the sand pit operators daily. We just ran a memorized QuickBooks sales report, exported it to Excel, sorted it by truck type and used Excel’s Count function to compare against their records. Easy.

What can you do in Excel?

Checking accuracy

  • In Excel you can set conditional formatting. If you’re looking at a report of purchases from Vendor X, for example, Excel can highlight amounts that fall below, say $10 and/or over $625. This helps me find bookkeeping errors.
  • Excel has superior data sorting capabilities. For example, I might sort that same report on purchases from Vendor X, by amount, lowest to highest. This helps me find those same types of low/high bookkeeping errors. Duplicate entries are easier to spot too.

Checking for Fraud

Excel can count how many transactions fall within a time frame. Using the same QuickBooks report on purchases from Vendor X, I might get suspicious if there are 260 transactions in January, 242 in February and 390 in March.

Combining Reporting Systems

Here’s a situation a QuickBooks CPA sees all the time. In a small restaurant, the POS system catches the Revenue and all the details about it, like the number of lobster dinners sold. But the restaurant pays for the lobsters through QuickBooks. Excel allows you to combine the data from these two systems. Now I can compare my lobster revenue to my lobster cost. Plus I can see how many lobsters swam off without being paid for! Medical offices are another example where the Revenue gets tracked through specialized billing software but expenses run through QuickBooks.


My career often depended on being able to produce intuitively obvious reports. Who has the time to shuffle through 25 pages of numbers in a QuickBooks report? Excel has great formatting capabilities. And formatting goes beyond just making the report pretty.

Looking for Trends

I graph certain parameters over time. Excel graph capabilities are superior to QuickBooks. Plus you can combine company statistics into these charts. Graphing reveals trends, good and bad, before they might be otherwise clear.

Using Historical QuickBooks data to predict the Future

Excel can take known data from QuickBooks and extrapolate what that data should be in the future.

Internal Monitoring

  • When a client goes for a loan, what does the bank look at? Well, one thing is the company’s liquidity ratios, which you derive from QuickBooks. So, when you have time to optimize your company’s appeal to a bank, you could graph these ratios over time to monitor how your efforts to properly present yourself are going.
  • QuickBooks CPAs know there are other important sources of information for the company. A furniture store might count the people walking into the showroom. This could be compared to the number of sales that day from QuickBooks, or the average revenue dollars per person walking into the store. Both of these calculations could be used to structure sales incentives.

I’m a QuickBooks CPA with a virtual office to serve clients beyond my Wilmington NC office. If you don’t have a local QuickBooks CPA, distance is no obstacle to us in providing services. For a free phone consult, please call (910) 399-2705.

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