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Briglia Hundley Blog

When a Client Break-up Goes Bad

Published 11/1/19 – American Bar Association

Imagine that you are in the middle of tax season, short on sleep and long on stress. You are behind on some returns, so several clients call asking when their returns will be ready. Perhaps one or more of these clients ask for the return of their records because they want to engage another accountant. How would you deal with this situation? Hopefully, you would not react as one certified professional accountant (CPA) recently did.

Read More: When a Client Break-up Goes Bad (PDF)