I had one of my clients come in last January and brought in a friend (referral). It turned out that she got the usual large EIC refund. I prepared her friend's return also while they were there. I, generally, give out a $20 gift card for referrals, and being the miser that I am, thought it prudent to give it to her while she was there and thereby save a stamp. Well, it turned out she wasn't prepared to pay for her return that moment and neither was her friend. I am still waiting to be paid and feeling a little burned. She got her return free and so did the friend and also got a $20 gift certificate beside........
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Payment upon receipt...I second
Originally posted by jimmcg View PostPayment upon receipt. Keep repeating that. Actually frame it and put it on the office wall. Hopefully you are an individual who learns from their mistakes.
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Sorry to hear of this. If you develope a repretation in your comminity as giving out 20 dollar gift cards, exept more of these type encounters. Try not to reduce tax preparation to selling a commodity and keep it as professional as you can. After all, we all are now subject to Cir 230, so IRS is changing the nature of our profession rapidly. A tax accountant with a good repretation should not need to give out gift cards to get business. However I don't know all the details of your practice so my comments are from my perspective.
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