Magazine article The CPA Journal

'Firing' Bad Clients

Magazine article The CPA Journal

'Firing' Bad Clients

Article excerpt

I have to take issue with Jason Ackerman's column, "It's Time to Fire Bad Clients" on "firing" bad clients (October 2018, http://bit.ly/2LwbKYu), This suggestion is flawed because the problem he states-that some clients are continually late providing tax input data for their individual tax return-is perhaps not the client's fault in most instances. Often, it's the tax preparer's fault for not emphasizing the importance of vital data being provided in a timely manner. Many clients may take the attitude that the preparer will allow them to wait until the last moment to file, which, in fact, is not true.

To firmly inform all clients on this matter is the responsibility of the tax preparer. In addition, tax preparers who accept these clients should inform them that late filers will pay an additional fee-sort of a preparation penalty-for the additional effort. …

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