How do I stop clients I disengaged from dropping off their stuff?

How do I stop the clients I disengaged from dropping off their stuff?

Situation: You sent them a disengagement letter/email, that they “did not receive,” which may or may not be true, but who cares, now they’re in front of you with their shoebox, wanting (expecting) you to do their return.

Short answer = Offer a friendly, clear, and firm version of NO.

…

Possible script:

“I’m so sorry you missed our email. It looks like we sent it out to you the first week of January, but no matter, it’s ok - you can still get your taxes done.

Just not by us.”

– or –

“We sent you letters on this date and this date, and we didn’t hear from you.

At this point, we are at capacity for this year’s tax season.

You still have time to get your taxes done, just not by us.

You might try (HR Block / Jackson Hewitt / TurboTax / Google a list of CPAs in a 15-mile radius and print it out).

We’ve been hearing from folks that XXXX has capacity, so you might start there.

I realize that might not be what you were hoping to hear, but hopefully one of these options will get you what you need.”

…

If strong boundaries are not your forte (work on that! :) and in the meantime, give this job to your front desk person who is great at being friendly and clear while saying no.

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