Title says it all. I've been working for myself full time since August 2021. I have a fairly high client retention rate. I've fired just as many clients as don't come back, especially just for 1040 prep.
Anyways, I have my first clients that left to go to another CPA firm for their 2022 tax prep that already want to come back. I prepared 2020 and 2021, 1065 return and personal. The wife sends me an explanation that the CPA that they left be for isn't providing them as solid of services as I was.
Anyways, I believe they left because in 2021 they owed a good chunk of money because the husband's business grew a decent amount and they've never fixed their W-4s. I had reached out at least one time during 2021 to see if they wanted to do some tax planning and received no response.
How do you proceed with this type of client? Do you charge them more? Do you tell them too bad so sad?