Friday, October 12, 2012

My First Attempt in Getting My First Tax Client

A while back I met a lawyer at  my first and last happy hour for 2012.  He recently referred to me someone who needs a CPA to back file several years of tax returns.  I was so very excited and I started to dream about quitting my current job and having my own tax practice.  Well, such a dream turned out to be very short-lived.  This person whom the lawyer referred to me turned out to be a total flake.

After wasting my time emailing with this person and talking to him on the phone, I was so excited that he agreed to come into my office with his accounting records.  I was so looking forward to the appointment.  But he never showed.  He totally stood me up. I called his office several times and he just dodged my phone calls.  I left messages with his employees but he never called back.  I emailed him few times also trying to re-schedule his "missed" tax appointment.  He never emailed me back.

This flake wasted my time talking to him on the phone, answering his tax questions only to later pull a no-show on a scheduled tax appointment.  He didn't have the courtesy to call or email to cancel.  He didn't have the decency to even return my phone call or email to apologize for his no-show.

I am going to black list this guy's company and him and I swear to never give his company any business or pay my visit at any business that he is affiliated with.  I will warn my clients about this guy if any of them have the misfortune to be solicited by this guy's company.  A flake like this can't be fit for any one to do business with or to even work with.  This explains why he and his company haven't filed taxes for the last few years.

Now that I realize how hard it is to get a client, I have more respect for my current and former bosses for getting enough clients to pay for my salary and benefits.  Building a small accounting firm is definitely no easier task than getting a job from a Big 4.......Why is it so hard to get tax clients?  How can I get my own tax clients? Until I can answer these questions, I guess I better be back to job hunting instead of client hunting....