Man, I could use a day like I had today everyday. New client and his girlfriend came in to pick up their tax returns. In addition, changed Broker Dealer & Rep on his rather large IRA acct to my Broker Dealer with me being Rep plus added to his IRA. Will scan and email me their auto and homeowners declaration pages so I can quote their auto and homeowners insurance.
After they left, another new client came by to pick up his tax return. Always did his own taxes but hired me this year and was impressed. I kind of felt bad for when he first brought in his tax stuff in, he said he was not in a hurry so I was preparing returns for those that were in a hurry. You know those kind of clients. So he writes me a check for a little over $200 and places a $50 bill next to it. I told him not necessary for you paid me a fair amt for my services. The guy is looking for work, his wife works but she does not make that much money and he was a very patient and appreciative client. Can’t say that about all my clients. I never took the $50 still it was a good day.
After they left, another new client came by to pick up his tax return. Always did his own taxes but hired me this year and was impressed. I kind of felt bad for when he first brought in his tax stuff in, he said he was not in a hurry so I was preparing returns for those that were in a hurry. You know those kind of clients. So he writes me a check for a little over $200 and places a $50 bill next to it. I told him not necessary for you paid me a fair amt for my services. The guy is looking for work, his wife works but she does not make that much money and he was a very patient and appreciative client. Can’t say that about all my clients. I never took the $50 still it was a good day.
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