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The OP did prepare the original return, so no biggie to amend it. We have occasionally taken back fired clients. For the most part they were grateful and changed their ways once they realized they had crossed a line and we meant business. It won't hurt to amend the return, see how it goes, and then decide if the client has improved his attitude.

I would have thought that the new preparer had to recreate the original filing and then do the amendment. The cost was going to be more than you would charge him. The new preparer probably told told him that.

I would give him a high price that must be paid in advance and let him decide.

The cost of new preparer amending may not be all that different if the old preparer adds an "aggravation" fee to the bill. Also, this person shouldn't expect the former preparer's fees to be in the same range as it was before because all of our costs and pricing have increased since he left.

Is he still rude? I feel like it is never a good idea to ignore a client request, it just feels yukky to me to ghost a former client. Be professional when you decline or accept the engagement. Why is he coming to you and not his current preparer? Ask him. If the answer is something like "I realize I made a mistake in how I treated you and I would like to resume our relationship" you will have a client for life. And he won't be rude anymore. If his answer is rude, politely decline. Tom Longview, TX

You're the only one who knows the answer to this question

Vast majority of my investments are at American Funds including some in their MM fund. I just feel better having some locally that I can access in a minutes notice in the unlikely event such as a widespread and prolonged internet outage.

American Funds has one similar. The only problem is transfers take a day or two. I like having a few thousand immediately available at my CU. I've never had a situation where I needed to have funds available that quickly, but I like the security of having it there.

I'm sure that's true. I'm guessing the majority of those that can't have eaten out at least once in the past week. It goes back to wants vs needs: you need to eat, but it's a want to eat out.

Wow! My CU pays .05% for savings account. They have a MM account that is currently 3.3% but you need a minimum balance of 10K.

I would not, unless they prepay cash/check my PITA fee. Someone taught me our job is to get money, and even the most PITA person we get money from has a price which makes us happy to take said money. A good example is taking back someone who posted nastygrams on review sites. Something powerful about being able to show that person returned.