• Done effectively, a disengagement can leave your client feeling that you have acted in the best interests of both parties.
  • How to Handle Problem Clients

    Problematic or less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis, at least annually. Re-evaluate tax clients while there is still ample lead time before tax season for a client to replace you in the event you decide to disengage.

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