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

Situation: You sent them a disengagement letter. They “never got it” (maybe, maybe not—who cares). Now they’re standing in front of you, shoebox in hand, expecting you to do their return.

Short answer: Offer a friendly, clear, and firm NO.

…

Possible scripts:

"I’m so sorry you missed our email! Looks like we sent it out the first week of January, but no matter—you can still get your taxes done. Just not by us."

— or —

"We sent disengagement letters on [date] and [date] but didn’t hear back. At this point, we’re at full capacity for this tax season. You still have time to get your taxes done—just not with us.

You might try [HR Block / Jackson Hewitt / TurboTax / a list of CPAs in a 15-mile radius]. We’ve heard [XX CPA] has capacity, so you might start there.

I know this isn’t what you were hoping to hear, but hopefully one of these options gets you what you need."

…

If strong boundaries aren’t your thing (work on that! 😆), delegate this to your front desk person—the one who’s great at being friendly, clear, and firm.

Your time is too valuable to do work you chose to walk away from.

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