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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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.