During this week’s episode of the TRN Podcast, Eric makes the conversation short and sweet, as he discusses an important topic: tax rep clients. Specifically, he asks if the tax rep client is an ugly stepsister or pure gold?

He brings up this question because he’s recently noticed these two schools of thought within the industry. Many accountants and many accounting firms view the tax rep client—the person that comes to them with a problem—as the ugly stepsister, as if something is wrong with them. Further, if the person in question is an existing client, then he or she is often thought of as some sort of failure and can’t be trusted.

Eric uses examples from his own practice to show why he doesn’t agree with this method.

Eric states, “My clients run the gamut. I have some people at one end who are criminals; at the other end, I have people that have had horrific things happen to them. So, this idea that somehow a tax rep client falls into one bucket or another, is just not accurate.

“You kind of take people the way you find them. Some people come in really broken, some people come in basically evil, and there’s every kind of stripe and color and flavor in between.”

Have you thought about this particular issue? Where do you fall on the spectrum?

To listen to Eric’s full in-depth discussion, don’t miss the latest episode of the TRN Podcast—available now!

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