Client letter Just for fun

[sea-tax]

Aren't clients wonderful!

[veritas]

Lol

One tip is get some toys (espeacially puzzles) in a box for kids. Put them in a corner and show them where they are. End of interuptions. However they may leave the toys scattered. Next year when they come in the kids will head for the box.

[sandysea]

I am going to send it out!!!

Funny...I have clients like these, I bet we ALL do....and yes, tomorrow morning first thing (2) clients are getting them. P/R tax returns? Due tomorrow and have they given me the stuff yet? HELL NO!!!

Tomorrow they get your letter. Hope it is not copyrighted

[Bonnie]

I have not laughed that hard out loud in a long time. I needed that. How true. Every word. I'll have to keep it filed so when I need a laugh I can pull it out.

Thanks
Bonnie

[geekgirldany]

Yeah that was pretty good So true on it all.

I had a couple get into a fight also while speaking in spanish. They owed for the second year in a row because the wife didn't have federal or state withholding deducted from her paycheck. She was blaming me while the husband was taking up for me. So the fight in spanish started LOL They paid and haven't been back again.

Yeah people bringing their kids can awful. Especially when the customer is constantly saying to the kids "don't touch that, be quiet, sit there and be quiet". I had a customer bring her kids and they were pretty loud. While they were running around they found a huge box of baseball cards I had bought at a yard sale. Now she kept on telling her kids not to mess with them that they were collectibles. I told the kids to sort them for me by team. You know what they did and took out the doubles Kept them quiet the rest of the time. I also have a GameCube and coloring books for the kids.

[BOB W]

My Web Site has.....

..... a Tab called "The Perfect Client". Now that I have this new amunition I am going to have to update it. It currently reads:

THE PERFECT CLIENT

WHAT IS A PERFECT CLIENT?

A perfect client is one that is prepared for the task at hand.

A client coming to an accountants office to prepare their tax return has spent time reviewing last year's tax return for all the items that will be covered on this year's tax return plus new items.

A perfect client comes to the office with all original documents ready to present to the accountant, with documents removed from the envelopes.

A perfect client arrives at the office on time and understands that another client is waiting to get their tax return done at their scheduled time.

A perfect client will inform the appointment maker of the estimated time it will take for the interview.

A perfect client is aware that when stocks or mutual funds are sold the accountant will need to know when it was bought and how much you paid for the each stock.

A perfect client will respond immediately to all request for additional info requested by the accountant.

Some accountants go through a great deal of trouble sending, in early January, a recap of the prior year's return to make that review process easier.

Since most accountants fees are determined by time and complexity, it makes sense to be prepared for efficient processing of your return. This also allows for time to gain addition information about your tax return and other discussions helpful to your financial planning.

"THIS PAGE IS STILL UNDER CONSTRUCTION"

[rosieea]

The Author

The letter which inspired this thread is the product of Bob Johansmeyer, an EA in CT. He originally posted it last year on the NAEA WebBoard. He sends it to his clients each year, and it reflects actual occurrences. This year he added this line:

"Oh, and don't forget to bring your flatulent aunt."

[zeros]

Needs to be Reviewed

This needs to be reviewed for the 2008 filing season. Funny!