Skylane
Level 11
Level 11

@PATAX   I stopped meeting with clients years ago.... if they want me to prepare their taxes they'll get me their paperwork... if I have questions I call them... works pretty well... as for the PITA clients, I've been telling them that I've retired.... We're all replaceable... so are they

if you deposit the check (and it clears)... you can return the overpayment less the charges you're going to invoice for completing the current work.

 

If at first you don’t succeed…..find a workaround