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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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dhhcpa
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04/19/11 2:11pm PDT
Viewed by asker 02/01/12 10:09pm PST

Who has started their list of clients to be fired?

ProSeries : 2010

Another April survey.

Have you started your list of clients to fire?  How and when do you intend to notify them?

Ohhhh, Faerie Dust!!
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taxiowa
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taxiowa
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04/19/11 2:24pm PDT

  I usually just wait until they make their appt. next year.  I hope that got the hint from treatment this past year.  But secretary gives them the bad news or mails back forms with note.  She gets $20 to $40 extra for each one, so she doesn't mind as much.  This year's secretary seemed to enjoy it a little too much though.  I worry about her.  Now if I can just get up the guts to get rid of some family clients.

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dhhcpa
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04/19/11 2:28pm PDT

 The part about family clients strikes home!

I guess this means you've started makeing your list.

My daughter copies source documents and assembles my returns.  She's already started on my list. 

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04/19/11 2:48pm PDT
The solution

  One of my brothers lives by Chicago and has two Schedule C's besides all the usual info.  Everything is done by e-mail back and forth.  Always will owe extra 6 to 10 thousand so we need to get pretty well finished by deadline.  Got his stuff last Wednesday but managed to finish it on Saturday.  Just can't seem to say no to family.

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04/19/11 2:53pm PDT

 My dad brought his in April 7.  He doesn't have anything.  Don't know why he can't get his cra-ap together.  I started Sunday night, wrapped up Monday AM.  Ahhhh, family.  

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04/19/11 2:29pm PDT

I don't fire clients - I just don't have the heart to do that to them.  I do have a client or two that go missing every year though.  Did you know that it is harder to find a body if they are buried straight up --------- a good post hole digger works great for the job.

If this answers your question please click, um, ok I forgot what you are supposed to click. If this answered your question, how about just saying thanks and we will call it good.
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04/19/11 2:32pm PDT

 Snorting Root Beer through my nose.

Edit "out my nose"

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04/19/11 2:38pm PDT

That's ok, just don't hurt yourself doing it.

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dhhcpa
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04/19/11 2:45pm PDT

 I have started the list.  It isn't very many yet, not as many as I need to fire.  The last time I had a major firing was 2006.  Shortly after the organizer package became available, I sent 25 clients their organizer and a copy of their depreciation schedule with a letter explaining I had to cut back.  I had already lined up a reputable CPA willing to take on new clients, so they weren't as traumaized as I was afraid they would be.  I knew I'd cave if they called, so wanted them to have a good resource in advance.  It worked very well.

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taxiowa
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04/19/11 3:04pm PDT

I have found that over billing usually works. Like the guy who has fiscal year corp. due 5/15 will soon find out. Cemetery I manage was stiffed out of $200 for removing big tree roots last fall for his mom's burial. He refused to pay extra. This was a tree his family planted against cemetery regulations. Might kill two birds at once. Cemetery gets needed money and I lose a client I don't respect anymore.

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04/19/11 3:15pm PDT

Taxiowa - if you want the cemetery to make more money, go the post hole auger route.  You will be able to fit three bodies into the same space you now take up with one grave.  Plus the auger should be able to grind up those roots without much of a problem.

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04/19/11 3:41pm PDT

I just have 1 on my hit list.  She usually mails her stuff to me and I plan on mailing it right back to her with a letter letting her know she'll need to find someone else to prepare her taxes.

If this does not answer your question hopefully someone else will be along to help.
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Skylane
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04/21/11 6:36pm PDT

I only fired 2 this season... a few came in that didn't have enough income to file left me shaking my head... H&R wanted to charge one $125 and the other brought her prior year from a CPA who charged $350 to do a sch A where return there wasn't enough income to file.... (I guess they really miss the RALs).

The firings are pretty easy... I just say that I'm sorry I'm not going to prepare your return. As for family and friends the rule is that if I don't have their paperwork by 3/15 they're probably going on extenson... I have about 20 on extension... not too bad... I liked Phoebes idea of sending the exentsions on 4/1

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04/21/11 7:04pm PDT

 Sending extensions on 4/1 would certainly cut down on the other questions about if extensions have been accepted if they were filed on 4/18!

Skylane, do you have any taxpayers you plan on firing for next year?

 

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04/21/11 7:32pm PDT

there are a couple of new clients that are teetering on the edge... I put them on extension because the prior year returns were a mess and I haven't decided if the taxpayers are the problem or the previous preparer... but that's about it... most of the new clients are very pleasant...

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04/21/11 9:09pm PDT

I've got 2 right off the top who are going to be gone.  One always finds a fault - I can't always be wrong.  The other - I just think he's not honest. The following is a Dear John letter copy I received from another practioner who said to feel free to customize to fit your situation.

Dear
Effective [Insert date], we can no longer service your account. We have come to this decision with
great reluctance. We are resigning because [delete inappropriate reason e.g.)
of your continued failure to pay our fee for services in a timely manner
we have a conflict of interest between your company and other clients
our continuing staffing problems have made it impossible to serve your needs
we are changing the types of services we will offer in the future
we are concerned about your failure to act upon the recommendations we have made in the
past
of our desire to decrease the number of clients we will serve in the future.
We wish to remind you that we will not be performing any services for you after [Insert date], and that
there may be tax returns, elections, or other compliance matters for which you are now responsible.
We recommend that you immediately obtain a new tax preparer, and we will fully cooperate in
providing information to your new preparer, within our company guidelines, when your unpaid
balance of [Insert amount] is paid in full.
We appreciate the opportunity to have served you in previous years, and wish you success in your
future pursuits.
Sincerely,

I think she has a great letter.  The formatting doesn't come across well here, so if you would like a copy, please let me know.

 

Hail Cleo-Cat-Tra, Queen of Denial. I didn't do it.

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04/22/11 6:20am PDT

I have never fired a tax client, but if I did, I would probably go with something a little simpler like:

Dear Dipstick Client:

Due to the fact that you are greatly shortening my life span, I have decided to fire you.  Go away and don't ever come back.

 

Anybody that wants to use my letter, feel free to do so.

 

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04/22/11 8:38am PDT

I kind of like...

"During our last visit, by the time you had left my office, my blood pressure had spiked to 210/105.  My physician has advised that there not be a next time, and I am taking his advice.  I hear that Honkomp's Auto Salvage and Tax Service does excellent work."

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04/22/11 8:41am PDT

I also heard that about Honkomp ------------- they really have some good prices on slightly used auto parts too.

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04/22/11 9:43pm PDT

I try to subscribe to the process of you bill them enough (as in 200-300 % more than "normal") that you either like them, or they go away by themselves.

But I have one that will be fired.  He gave me the last of the info needed for the return the morning of April 15th - five weeks after the intial interview - with attitude.   Picked up the return on 4/17 (DO NOT start with me as to why I even finished it at such a late date....).  If he had shown attitude when picking up the return, I was prepared to hand him the extension forms, and shred his client copy in front of him.  I've heard of tax pro's doing exactly that - urban legend?  It would have been fun to see his face.

 

 

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04/23/11 8:23am PDT

It's not urban legend.  The founding father of the firm I started out with had a client that was doing a little grumbling when the return was picked up.  He told the client, just a second, let me see the return.  With that he took the return, ripped it in half and followed up with telling the client not to let the door him him in the [removed] on the way out.  It is quite an effective method of thinning out the herd.

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