Me before calling a client for a scheduled meeting:
Check pen works
clean sheet of paper
Have phone number pulled up
client file open
Client
Oh let me go back inside
oh let me find my stuff
oh let me find a pen
@Taxsavvyjessica Be cool Ok things to remember:
1) Donβt start doing tax planning unless they ask for your advice
2) ignore it they pay for lunch on a business card. In fact ignore any remotely shady tax things they mention off hand
3) if she is a sports fan QB means quarterback not QuickBooks.