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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Un-filed Taxes

unfiled tax CPA

Gary Bode, CPA: for a free initial phone consult on any taxation issue please call 399-2705.

The IRS eventually comes calling if you don’t file tax returns. But, I’ve seen one case where this took six years! Please note we have a virtual office to handle your un-filed back tax returns wherever you or your Company reside.

Our Goals?

To bring you into IRS and State compliance as quickly, cheaply and stress free as possible. And, sometimes our fees are less per return than if we had prepared them on time.

How does the IRS find you?

Remember, the IRS collects information about you and/or your business from employers, banks, brokerage houses etc. So their databases just cross check income to filed tax returns. Most States provide similar information to the IRS too.

When do Clients Call Us?

Usually after receiving an IRS Notice. Such notices kindly demand a figure calculated through a “substitute” return, using the information mentioned above. But they don’t factor in legitimate deductions and credits. Then they add penalties and interest. I can’t recall a back tax case where the inital amount demanded by the IRS didn’t drop when the actual returns are filed.

Does the IRS Expect to Collect the Amount on Their Notice?

Probably not. Frustrated clients tell us IRS personnel encourage them to submit properly prepared returns. This almost always renders a lower figure.

Can Un-filed Tax Returns Generate a Refund when Actually Filed?

Yes, absolutely. And often do. And not just because we know all the loop holes either. Sometimes clients believe you don’t have to file if have a refund coming.

How do we get all the Information Needed for Filing?

Many un-filed tax return clients have missing documentation. CPAs can re-construct data to prepare accurate returns. Usually without much work either. No worries.

Can the IRS press Criminal Charges for Non-Filing?

Yes. But I’ve never seen this happen. Generally, they just want you to be compliant and current with your tax obligations. The IRS prosecutes very few cases on just tax evasion grounds alone.

Does the IRS automatically Audit Late Returns?

Well it depends on what audit means. But I’m sure they carefully check submissions of late tax returns, especially if there are multiple years. We look for red flags and provide an explanation on a supplemental schedule. We assemble your documentation and our notes carefully in case they ask about anything.

Will you have to Deal with the IRS or your State?

No, we run all that interference for you. And we don’t want you opening up a different can of worms by incriminating yourself!

What Steps are Commonly Involved?

  • We listen carefully to your side of the story.
  • We don’t assume the IRS demand is correct.
  • We examine all the IRS correspondence.
  • We look for possible criminal implications in case we need an attorney to help. This is unlikely, but we cover the bases.
  • We get Power of Attorney to represent you with the IRS. This allows us to run interference for you and reduce the stress these situations create. Same with your State.
  • We request more time with the IRS to work on your case. Generally, we can delay levies and garnishments, at least for a while. Same with your State.
  • We explain everything to you in English, not Financialese.
  • We take care to not open other tax issues. Clients sometimes incriminate themselves in areas that weren’t initially of interest to the IRS. Ouch!
  • We have a direct portal into the IRS system. Once we obtain a Power of Attorney for you, we examine all the IRS documentation has on you.
  • We examine all your documentation.
  • We identify the key issues.
  • We file un-filed returns.
  • We amend incorrect past returns.
  • We determine the correct amount you owe, which can be a refund.
  • When appropriate, we try to get an IRS Agent assigned to your case. Even simple issues seem convoluted in the IRS automated collection system from overlapping notices.
  • We request abatement of penalties.
  • We help structure payment to the IRS if you actually owe taxes.

What if I do owe Back Taxes?

We check to see if the IRS will accept less than what you through an Offer in Compromise. This infamous “pennies on the dollar” technique may do just that, if you qualify. If you don’t qualify now, we look at what you would have to do to become qualified.

How can I pay the IRS?

We help structure payments through Installment Agreements or Payroll Deduction Agreements. A Hardship Settlement might delay payments, until your financial position improves in the next few years.

Need a free initial phone consult? (910) 399-2705