Do you remember my bright-eyed idealism in the Hitting Capacity post, when I talked about “just raising my capacity and keep right on doing all the things”?
Well, about that…..
I was just precious, wasn’t I?
Things have changed.
I have finally hit capacity and am no longer accepting new tax clients.
I know what you’re thinking.
I hate it, too.
The sad reality is that yes, I do a lot, but financial and tax professionals everywhere are overworked and under a lot of pressure and it is just not going to get easier any time soon. There are several reasons for this, but I would rather fast forward to the other takeaway of this post (aside from the fact that I am only serving existing clients at this time, but I hope to serve your referrals again in the future!) and that is this:
If you have an accountant, CFO, CPA, financial advisor, financial analyst, or tax planner/preparer/strategist in your life right now – please be as kind and as patient as you can! You might even get to keep them if you are organized, timely, and cooperative, too.
We barely have time to just do our jobs and have NO energy or patience left to deal with any nonsense, troublemakers, or clients who do not value us OR our time and expertise.
It has been a never-ending tax season since the 2020 sh!tsh0w 2019 tax season, remember?
If you can’t be those things, then at least don’t be an a-hole.






