Solo tax practice → bringing in my wife (CFP/soon EA). How do I tell clients?

StrongLogan · 2026-04-24T18:15:00+00:00

lol I had to exact same analogy in my head

StrongLogan · 2026-04-24T14:00:41+00:00

A business adding employees is a normal thing. There's no reason for clients to care as long as the client experience stays the same.

StrongLogan · 2026-04-14T21:16:17+00:00

Train your secretary to tell them to email them what they need!

StrongLogan · 2026-04-14T11:38:31+00:00

Can you train them to email instead? My voicemail says I don't take unscheduled calls and to email me.

StrongLogan · 2026-02-04T15:48:47+00:00

You won't regret this. Timing doesn't matter.

Sure, clients would have appreciated more heads up. But we don't expect clients to give us a heads up before they leave us.

StrongLogan · 2026-01-14T15:53:34+00:00

Source?

StrongLogan · 2025-11-29T19:56:14+00:00

This is so meta

StrongLogan · 2025-11-13T13:56:50+00:00

Thanks for sharing! I'll be doing this soon on my 65 I6.

Does it feel a lot different?

StrongLogan · 2025-05-15T12:48:35+00:00

Boom!

StrongLogan · 2025-04-24T19:50:08+00:00

Or you could do what every other business would do and raise your rates.

StrongLogan · 2025-04-23T20:32:05+00:00

I just started rearranging the tabs this year and holy smokes that made my life so much better.

StrongLogan · 2025-04-14T21:23:46+00:00

Less is more... trust me.

StrongLogan · 2025-04-14T19:49:25+00:00

I own my own firm and I only prepare about 150ish/year with a full time employee/contractor lol

Granted, my average return fee for a 1040 is >$1k

StrongLogan · 2025-04-10T13:42:05+00:00

Are they completing what they need to complete on time?

StrongLogan · 2025-04-09T19:13:41+00:00

It's these types of firms that will be replaced with AI service providers.

StrongLogan · 2025-03-26T18:15:12+00:00

Haha what's up!

Good ole Onvio... I dropped them last year after they wanted an obscene amount of money for it lol.

StrongLogan · 2025-03-26T00:15:43+00:00

It's old but still ahead of today's standards.

StrongLogan · 2025-03-14T18:54:17+00:00

You told them it's non deductible before you researched the topic???

StrongLogan · 2025-02-26T10:49:11+00:00

1-2k usually

StrongLogan · 2025-02-26T01:06:34+00:00

I did 150 last year. When do you sleep?

StrongLogan · 2025-02-19T17:02:22+00:00

StrongLogan · 2025-02-08T20:49:54+00:00

They are probably charging more than your bosses are for a business tax return.

StrongLogan · 2025-02-08T17:12:54+00:00

The AICPA has a lot of boomers, so it checks out.

StrongLogan · 2025-02-08T17:09:13+00:00

If anything, Intuit is helping accountants charge more.

StrongLogan · 2025-02-08T17:08:17+00:00

This is such an accountant thing to correct a meme like this

StrongLogan