How Do You Streamline Collecting Payments?

Answered by:

Kenneth Hoffman

KR Hoffman & Co. LLC
13 Questions answered
Answered on July 13th, 2016

I keep credit card or banking information on file. If the client does not want me to have that information, depending on the size of the client, I require a minimun of a $500 retainer.

1 Reply

Business from Downtown Boston Boston, MA
Jul 14th, 2016

Interesting. Is this typical in the tax profession? Have you experienced any push-back?

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