WITaxGuy wrote:I see everyone's point but to maintain a better professional image, I would not hesitate or make it difficult to give clients all their files. I have gone through this on both ends and have maintained a cordial relationship. Thanks for everyone's input.
I have a local preparer who is getting ugly with me becuase I won’t provide last year’s tax return for a client. The client never paid me for it and owes me over $3,000. That return is my only leverage to get paid (and it was actually provided once but they lost it).
WITaxGuy wrote:We have a tax preparer locally who has few clients that are coming on board with me. The clients all spoke to him over the phone to give all their files to me. He is taking too long on getting me the files. Does anyone have any templates for a release of records letter? Once a release letter is issued to him, how long does he have to comply? Can I pick up the records from the office once I have the release letter with me? Thank you.
WITaxGuy wrote:It's been going on for couple of weeks. The only issue is that there are payroll deposits that are due as well as sales tax filings. He's slowly providing documents but for selective clients. One item on my mind are payroll records. I know they use QuickBooks - are they obligated to give me backup of the QuickBooks file which has all the employees info so that I don't have to recreate all the records from the beginning of the year . Thanks for your input missingdonut!
Return to Business Operations and Development
Users browsing this forum: smtcpa and 38 guests