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

Hi Gary,


 


Now that we're a few months past filing our taxes, I wanted to send you a quick THANK YOU!!!  We were so overwhelmed with our taxes when we reached out to you and really feel like you were a blessing to us during that stressful time.  Thanks again for all of your help, professionalism, and expertise!


 


Katie Griffin



Katie Griffin

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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Client Concerns

Every CPA has client complainjts. Most of these are msunderstandings. (910) 399-2705

Every CPA has client complainjts. Most of these are msunderstandings. (910) 399-2705

Every CPA has Client concern issues. I’ll post on what concern issues I get in hopes that you, a potential Client, will understand how we work. There’s maybe three problem Clients, and one problem CPA, per year. If a Client complains about the previous CPA it usually has to do with responsiveness not accuracy.

  •  I answer the phones. Why? Because you didn’t call to talk with the secretary.
    • I talk with dozens of people a day 11 months of the year.
      • If you catch me away from my desk I may not remember some detail.
      • Here’s an example. A Client caught me while driving to pickup my grand daughter from pre school. I didn’t remember we couldn’t e-file her returns because of a technical issue she had with a W-2.
      • So that irritated her.
  • Responsiveness
    • I answer e-mails the same day and answer the phones.
    • That actually makes problems as Clients sometimes push for a concrete completion date or a guestimate of how much they might owe.
  • Speaking out of turn.
    • In a brick and mortar CPA firms we all talk about returns in progress.
    • I’ve haven’t got completely past that and sometimes talk with the Client while the Client’s return in progress, which can lead to bad juju.
    • I’m working on being quiet until I have the final figures.
  • Requests for redundant documentation.
    • With a virtual office Client info can come by fax, phone, e-mail or our secure Client portal.
    • Sometimes we just can’t find a piece of info and ask you to re-send.
    • This irritates some Clients.
    • We’re working hard on this issue because, frankly, a hallmark of a good CPA is documentation organization.
  • We’re not a chain tax mill.
    • We don’t prepare the return while you wait.
    • Most Clients understand this and recognize that I have some experience that will save them taxes. So waiting isn’t an issue.
    • But even the most patient Client sometimes has time expectations.
    • So they start to worry, even if they know no additional tax is due.
    • Some Clients with complicated returns like us and have us do their tax chain mill complexity tax returns in the following years. We’re actually cheaper plus you have a CPA signing off on it.
  • Extensions.
    • We probably extend a higher rate of tax returns then the average CPA firm because we have lots of Partnership and S corporations that have to be completed before we tackle the personal return.
    • Some Clients don’t like to extend.
    • We’re working hard to lower that extension rate.
    • But some clients like to extend because they think the IRS audits the Folks who file first.
  • Timelines.
    • Our complex tax returns makes scheduling difficult.
    • Clients obviously want a rigid timeline.
    • Some get irritated when I can’t provide one.
  • Price.
    • I’ve only had one time where price irritated the Client. He didn’t understand, despite our letter of engagement, that his return came in about $150 more than we quoted. Had he or I known these “hidden” issues, that wouldn’t have been a problem.
  • Security Concerns.
    • Most client’s don’t care about identity theft.
    • However, because I’m very concerned about confidentiality and occasionally a Client gets irritated because I stress info security.
    • I don’t like non encrypted PDF attachments to e-mail.
  • Version issues
    • There’s been a few times where we sent the wrong, e.g. earlier, file despite having the return properly completed.
  • Long distance CPA.
    • I’m surprised this doesn’t happen more often; how do you know I’m not a scam artist?
    • The majority of Folks read enough of my posts so they feel they know me.
    • Plus I actually talk to Clients, albeit by phone and e-mail, than most CPAs do.
    • It would be  hard to present a false persona on 700 +/- pages and posts.
    • The client testimonials help.
    • You can go the NC Board of CPA Examiners. Search me. I have a valid license with no complaints.
  • We generally collect in advance before releasing a return.
    • This concern happens maybe once a year. A Client who had multiple cancelled debt issues asks why I won’t trust him or her. Go figure.
    • I have no local recourse against bad debt.
    • Sometimes this hampers an IRS issue. The Client can’t pay the balance, despite it being well known.
  • We generally require a $225 retainer.
    • Lots of work goes into setting up a new Client file.
    • So if you go elsewhere I’ve covered our costs.
  • We don’t do anticipated refund loans or sell any bank products.
    • I worked for a chain and see that as price gouging. President Obama thinks so too and now the IRS won’t confirm a refund is due, making these bank products less reliable.
    • Direct deposit takes maybe 10 days from the IRS.
    • And I’m supposed to charge you $200 for it being nine days quicker?
    • So some chain mill Clients are used to the bank products and that sometimes causes them concern.
  • Disabled Clients.
    • Once of our specialties involves disabled Folks. I never refuse to take them on. But disabilities aren’t always physical. So some fret more than some other Clients.

I hope this page shows that we proactively think about client satisfaction. Bad juju is rare. But at least you know what to expect from us.