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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Wilmington CPA Accounting Firm comments on IRS.gov Top 10 Tax Tips

Wilmington NC CPA Firm and Tax Accountant

Gary Bode, CPA: We encourage self preparation of easier returns. But if you want a friendly mix of tax expertise and customer service, please give us a call at (910) 399-2705.

IRS.gov has published its top ten tax preparation tips for 2011.  As a Wilmington NC CPA accounting firm, we’ll present our comments after the re-print of the IRS.gov announcement copied below. 

While we encourage folks to self prepare their tax returns, it isn’t always feasible, even using good tax preparation software like TurboTax.  Especially with business returns.  If your comfort level drops during tax preparation, please consider calling us for a free initial consult at (910) 399-2705.

Top 10 Tax Time Tips as Published in IRS.gov 

It’s that time of the year again, the income tax filing season has begun and important tax documents should be arriving in the mail. Even though your return is not due until April, getting an early start will make filing easier. Here are the Internal Revenue Service’s top 10 tips that will help your tax filing process run smoother than ever this year.

  1. Start gathering your records Round up any documents or forms you’ll need when filing your taxes: receipts, canceled checks and other documents that support income or deductions you’re claiming on your return.
  2. Be on the lookout W-2s and 1099s will be coming soon; you’ll need these to file your tax return.
  3. Use Free File: Let Free File do the hard work for you with brand-name tax software or online fillable forms. It’s available exclusively at http://www.irs.gov. Everyone can find an option to prepare their tax return and e-file it for free. If you made $58,000 or less, you qualify for free tax software that is offered through a private-public partnership with manufacturers. If you made more or are comfortable preparing your own tax return, there’s Free File Fillable Forms, the electronic versions of IRS paper forms. Visit www.irs.gov/freefile to review your options.
  4. Try IRS e-file: After 21 years, IRS e-file has become the safe, easy and most common way to file a tax return. Last year, 70 percent of taxpayers – 99 million people – used IRS e-file. Starting in 2011, many tax preparers will be required to use e-file and will explain your filing options to you. This is your chance to give it a try. IRS e-file is approaching 1 billion returns processed safely and securely. If you owe taxes, you have payment options to file immediately and pay by the tax deadline. Best of all, combine e-file with direct deposit and you get your refund in as few as 10 days.
  5. Consider other filing options There are many different options for filing your tax return.You can prepare it yourself or go to a tax preparer.You may be eligible for free face-to-face help at an IRS office or volunteer site.Give yourself time to weigh all the different options and find the one that best suits your needs.
  6. Consider Direct Deposit If you elect to have your refund directly deposited into your bank account, you’ll receive it faster than waiting for a paper check. 
  7. Visit the IRS website again and again The official IRS website is a great place to find everything you’ll need to file your tax return: forms, publications, tips, answers to frequently asked questions and updates on tax law changes.
  8. Remember this number: 17 Check out IRS Publication 17, Your Federal Income Tax on the IRS website. It’s a comprehensive collection of information for taxpayers highlighting everything you’ll need to know when filing your return.
  9. Review! Review! Review!Don’t rush. We all make mistakes when we rush.Mistakes will slow down the processing of your return. Be sure to double-check all the Social Security Numbers and math calculations on your return as these are the most common errors made by taxpayers.
  10. Don’t panic! If you run into a problem, remember the IRS is here to help. Try http://www.irs.gov or call toll-free at 800-829-1040.

Our comments:

 #1.  Documentation during a tax audit is crucial.  As a CPA firm, we see folks giving us accurate info they can’t always back up during a tax audit.  It’s worth the extra effort to organize and keep bulletproof IRS documentation.  Especially with small business accounting if you run a company.

#2.  It’s easy to miss one of these mailed documents.  Compare what you received for 2010 against what you filed in 2009.  CPAs accomplish this with Tax Organizers, but you can do the same thing just by being careful.

#3.  We don’t recommend using the retail tax chains for good reasons.  But we encourage self preparation of easier returns.  The IRS program is good, try it.  Next we recommend TurboTax.  Remember, you can always fall back on us at (910) 399-2705.

#4.  The IRS almost mandates E-File now.  But it allows them to tax audit your return more thoroughly and quickly. 

#5.  The VITA programs are great for easier returns and are hundreds of dollars cheaper than the retail tax preparation chains.  Your tax refunds are almost as quick too.

#6.  Let’s face it; they can get your account info eventually anyway.  We’ve heard of no problems.  This makes your tax refund almost as fast as any “Instant Refund” the tax preparation chains offer.

 #7.  IRS.gov is full of tax information.  And more than jut tax forms. You can even look at IRS agent tax audit guides!

#8.  IRS Publications aren’t always so easy to understand –go figure! 

 #9.  It’s always better to get it right the first time.

 #10. Remember you can’t rely on IRS verbal advice during a tax audit.  Get it in writing.

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