Jump to content
ATX Community

Client Just Bought 2 Rental Properties


MsTabbyKats

Recommended Posts

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.............

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...