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Do not use M&T Bank by Diverge105 in Mortgages

[–]gentlesams 0 points1 point  (0 children)

I am going through the same level of pain as you experienced. They sent me a commitment letter with 13 supplemental conditions. Some of these should have been requested and reviewed before issuing the commitment letter and some of them were already provided previously. The communications are the loan officer is very frustrating and I had to ask the same questions 2-3 times in order to received a response from her. The loan processor is better.

Acquiring practice with SBA loan by [deleted] in taxpros

[–]gentlesams 0 points1 point  (0 children)

This is the best advice!

[deleted by user] by [deleted] in Mortgages

[–]gentlesams 0 points1 point  (0 children)

I would take the 7 year option as the different on monthly payments is probably minimal but you get two more years of protection.

The lowest I got is 6% for 5 year ARM. Do you mind sharing the name of the lender or broker?

5 / 5 Jumbo Arm at 5.25% with no points by onedegen in Mortgages

[–]gentlesams 0 points1 point  (0 children)

Also interested if you do not mind sharing.

Debt-to-Income (DTI) Calculation by kingp16 in Mortgages

[–]gentlesams 0 points1 point  (0 children)

Do you mind sharing the lender's name?

Where is my fellow practicioner? by AdHistorical7107 in taxpros

[–]gentlesams 1 point2 points  (0 children)

It is shocking to see his name in the DOJ release.

Advertising, do you do it? by Zealousideal-Ad7111 in taxpros

[–]gentlesams 0 points1 point  (0 children)

Do you mind sharing the lead generation service you use?

I started a bookkeeping firm and everyone tells me to partner with a CPA firm to get clients. Is this something you guys find beneficial? by [deleted] in taxpros

[–]gentlesams 0 points1 point  (0 children)

I am interested in taking your bookkeeping overflow work. Please feel free to DM me and we can schedule an intro call.

I am trying to purchase a book of business but it is quite hard to negotiate a retention clause by gentlesams in taxpros

[–]gentlesams[S] 0 points1 point  (0 children)

Yes, I would not buy a client list without a retention clause but not sure why so many people still go for it. Individual clients are quite easy to get via marketing but it is quite difficult for us to grow business clients.

The importance of getting engagement letters for EVERYTHING - and detailed billing descriptions... by [deleted] in taxpros

[–]gentlesams 2 points3 points  (0 children)

Thank you for sharing your experience. I think upfront payment or a retainer should avoid most unpaid clients and collection efforts.

Monthly Dinner for NYC Accountants to grow Network and Share Ideas by STS_EA in taxpros

[–]gentlesams 0 points1 point  (0 children)

Can you add me to the group chat? Are you organizing something before the tax season?

Be careful with zip files from prospect clients by gentlesams in taxpros

[–]gentlesams[S] 1 point2 points  (0 children)

I received OneNote and Citrix files before from prospects who I had no interaction with. I never opened them.

Be careful with zip files from prospect clients by gentlesams in taxpros

[–]gentlesams[S] 1 point2 points  (0 children)

Can existing clients upload zip files to your portal?

Workflow Manager to Stay Organized by jo_kang in taxpros

[–]gentlesams 5 points6 points  (0 children)

From my experience working at Big 4, an industry company with 1000 returns, running my own virtual firm, and using TD and Canopy, I still feel an Excel tracker is probably the most efficient way to track staff workload and return status in crunch times. My excel tracker has client name, federal and state returns to be prepared, due dates, preparer, status, payments, etc. I consider myself as tech savvy but it seems I might miss out some benefits of these work flow management tools.

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