MsTabbyKats Posted April 6, 2015 Report Posted April 6, 2015 I am really trying to phase out...otherwise I'd keep this one. He's in FL...so not state. Good client...long term...good income (last year about $156,000)....doesn't bargain over the fee Usually he has a nice and clean Schedule A...and owes a few dollars. His first e-mail was at 6 am today....telling me he's gonna send me everything by tomorrow evening The follow-up 7 am e-mail announced that he bought 2 rental properties. I want to leave him in good hands...so if anyone is interested in this as a referral...to be done by 4/15...please pm me. If not....he'll just go on extension. Thanks............. Quote
kcjenkins Posted April 6, 2015 Report Posted April 6, 2015 Put him on extension and keep him. That sort of client is always worth the effort, IMHO. Quote
MsTabbyKats Posted April 6, 2015 Author Report Posted April 6, 2015 Put him on extension and keep him. That sort of client is always worth the effort, IMHO. I like to share I'm really trying to phase out....and if I think someone could be serviced better by another tax preparer....I'm happy to refer. I don't refer PITAs any longer....I did that a few years back...and let's just say....nobody was happy. Quote
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