CPA | EA | tweets about my interests. Accounting, bowling, golf, running, baseball, fitness, huskers. All while fighting impostor syndrome (currently losing)
@bsuecannon That’s a good system. I’ve heard about your scheduling, and wondered what happened if a client didn’t provide all documents by the date they chose. If they still don’t provide documents after a week when you start prepping the return, do you just keep annoying them until they do?
People don’t tell you when you buy a home that your mortgage is going to be sold 6 times in the first 1.5 years and you have to constantly be creating new accounts, setting up autopay, and have like 6 form 1098s…
Why