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PATAX
Level 12
March 6, 2023
Solved

Like we're supposed to remember that

  • March 6, 2023
  • 4 replies
  • 24 views

Had client stop in for appointment. Before that another client stopped in unexpectedly. So I didn't have a chance to review last year's return. While talking I asked her if she paid 2022 estimates. She said "No I have that large refund applied from last year, remember!" She gave me semi evil eye as she said it. Like this is only client in the world. Before I did remember stuff like this, but these piranha are driving me loco. 😉🐠🐟🐠

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Best answer by Just-Lisa-Now-

yes, they seem to think they're our only client!

4 replies

Just-Lisa-Now-
Intuit Community Champion
March 6, 2023

yes, they seem to think they're our only client!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
March 6, 2023

My wife had an accounting instructor in college that told the students that you should treat each client like they are your only client. My wife believes that she has achieved that goal since all of her clients act like they are her only clients 😳

Slava Ukraini!
abctax55
Level 15
March 6, 2023

To paraphrase something I've seen:

"At our firm, we strive to make every client feel like they are our only client.  However, we will disengage if you start acting like this is true.

HumanKind... Be Both
dascpa
Level 11
March 6, 2023

New name for accounting firm - Memory Care Accounting and Taxes (either them or us have issues).

PATAX
PATAXAuthor
Level 12
March 6, 2023

Yeah that covid may have messed up my memory so there might be an issue there. But she had an issue, I.E. she looked like the washed up bride of Gollum.😉

qbteachmt
Level 15
March 7, 2023

Hey, at least the client remembered.

Don't yell at us; we're volunteers
Level 15
March 6, 2023

You don't remember everything about every client? 

I suppose next you are going to say that you don't have the entire Internal Revenue Code, all the Regulations, and every Tax Court case memorized.  🤣

abctax55
Level 15
March 6, 2023

But, but.... I bet he has Pub 17 memorized 😉

HumanKind... Be Both
Level 15
March 6, 2023

@abctax55 wrote:

But, but.... I bet he has Pub 17 memorized 😉