How an Out-of-Work Tax Preparer ‘Saved’ Our Lives

Portrait of a cheerful businessman smiling at the cameraAlways be ready to help others.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

A number of years ago we purchased a practice in late February to get the business clients. However, we had to agree to service the individual tax clients, of whom there were about 180, with each paying a very low fee. The seller did not want to hang up his longtime clients.

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We had just moved the files into our office and were really concerned about how we could get the returns done without totally straining our system when Lenny called asking if we had any per-diem tax season work for him.