She was disappointed because she may not get the loan now.
I used the liability insurance explanation. to decline the draft.
Frankly wrote:She was disappointed because she may not get the loan now.
Baloney. She's throwing a guilt trip. Lender runs out of funds today? There's no deadline to get a loan.I used the liability insurance explanation. to decline the draft.
Ah, the 'ol "insurance" excuse. Nobody believes that. Somebody's going to sue because an incomplete "draft" return was not accurate? Why not just tell the truth - you don't do half-baked tax returns.
southparkcpa wrote:Frankly wrote:She was disappointed because she may not get the loan now.
Baloney. She's throwing a guilt trip. Lender runs out of funds today? There's no deadline to get a loan.I used the liability insurance explanation. to decline the draft.
Ah, the 'ol "insurance" excuse. Nobody believes that. Somebody's going to sue because an incomplete "draft" return was not accurate? Why not just tell the truth - you don't do half-baked tax returns.
I use the insurance excuse a bot with TEXTS. I tell clients, i am not permitted to text tax info. It voids my E and O policy.
They seem to get it and dont text me.
Frankly wrote:She was disappointed because she may not get the loan now.
Baloney. She's throwing a guilt trip. Lender runs out of funds today? There's no deadline to get a loan.I used the liability insurance explanation. to decline the draft.
Ah, the 'ol "insurance" excuse. Nobody believes that. Somebody's going to sue because an incomplete "draft" return was not accurate? Why not just tell the truth - you don't do half-baked tax returns.
Andrew9901 wrote:Thank you! Very helpful,
It's never easy to say no to a client but saying "yes" could have meant problems for me. She was disappointed because she may not get the loan now. But she didn't communicate the deadline with me. I hope I won't loose the client over this and hopefully she realizes that not keeping me in the loop about the deadline and giving me the info late, was her doing.
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