By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
One day I met with a client for one hour to get his tax information. This is a client I have had since 1972.
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At this point his tax return is much less complicated and he could easily mail in his info, but then we would forgo the meeting. We met when his lawyer introduced me to help negotiate his divorce. I got it done and in a way that he and his soon to be ex-wife did not fight and remained friends (to this day!). Because of this I will never lose this client. We are truly in a great profession!