Today's beef

[jklcpa]

On 4/15/2025 at 7:23 AM, Patrick Michael said:

...debating rounding with an engineer...rounding.... He proceeded to lecture me...  He insisted.... Luckily he did not come back the next year.

If someone did that to me, I wouldn't have wasted an hour and may have considered not continuing on with the client, all depending on the tone of the lecture and insistence.  Probably not over rounding though.

Twice in my career I had returns ready to file, took them back from the client and disassembled them, handed original source documents back, and showed the (former) client the door.  However, it was people who had outright lied, insisted I file a certain way, and when I refused to file fraudulent returns, accused me of not knowing what I was doing! Fine, they could go find someone else!

[mcb39]

Reminds me of the guy who called yesterday and asked me to file an extension.  He never brought his paperwork in for the extension that I filed last year.  We told him that we didn't have time for him.  He said, "Doesn't she know who this is?"  My assistant told him that I did know and we didn't have time for him.  He hung up.  Goodby!!

[Catherine]

On 4/15/2025 at 9:14 PM, Sara EA said:

We have two engineers in our immediate family. 

And by training, I am an engineer. I know the breed very well indeed. There are some who get lost in the weeds and fixate on unimportant details that make no difference whatsoever (worked with some of those as an engineer, too, and they're just as insufferable there). It comes down to having to be right, whether they know what they are talking about or not, and not trusting the expertise of anyone who is not them. 

I don't want a client who does not respect my expertise, and any engineer, at this point, starts on on probation as 90%+ of all the disrespecting clients over 30 years have been engineers.