William's Blog...with a smile!

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Do You TRUST your Professional?

Do you trust your professional?

If not, what to do.

 

A friend was having their taxes done.

They were using a national brand tax service.

The preparer was having issues understanding my clients information.

"It was straight forward" he told me.  "I don't know if I should file this return."

 

I told him that he had the right to stop the  process and find a new Proffessional.

He had to bring in some additional info is why he had not filed the return.

He went and got his information back, and went to my Professional.

When done was very happy with the results.

 

It matters very little.  If you don't feel comfortable witha professional, or do not feel they are looking out for your interests...you have the right to CHANGE  who you are working for.

 You may have to have a contract voided and it may take a little doing dpending on the issue, but

do not feel obligated to continue the process with someone you don't trust.

 

 

Comment balloon 20 commentsWilliam Feela • March 20 2018 11:06AM

Comments

Good morning William. Sometimes it pays to switch horses midstream! Enjoy your day!

Posted by Wayne Martin, Real Estate Broker (Wayne M Martin) 3 months ago

Good morning William Feela ,

Yes you do have to feel comfortable with the professional you use. Sometimes its just best to end the contractual arrangement if you think you didn't make a wise choice.

Posted by Dorie Dillard, Serving Buyers & Sellers in NW Austin Real Estate (Coldwell Banker United Realtors® ~ 512.346.1799) 3 months ago

Morning William.

The wise always use someone who they trust, as well as being a professional.  Its true for every profession

Posted by James Dray, Exceptional Agents, Outstanding Results (Fathom Realty AR LLC) 3 months ago

Often listening to our "little voice" is the smartest thing we can do...!

Posted by Sally K. & David L. Hanson, WI Realtors - Luxury - Divorce (Keller Williams 414-525-0563) 3 months ago

Good morning William Feela 

Thank you for sharing your information with us

Have a great day.

Posted by Anthony Acosta - ALLATLANTACONDOS.COM, Associate Broker (Harry Norman, REALTORS® ) 3 months ago

Good morning William. Trust is so fundamental. Your point is well made.

Posted by Sheila Anderson, The Real Estate Whisperer Who Listens 732-715-1133 (Referral Group Incorporated) 3 months ago

I think you gave your friend some great advice.  And, most likely, saved him a lot of aggravation and possibly some money as well.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) 3 months ago

William, with any profession, you do have to have a feeling of TRUST or find someone else!

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (Metro Brokers - House to Home, Inc. - Denver Real Estate - 720-231-6373) 3 months ago

This is good advice to share. I will post a blog recommending our trusted local CPA who has handled our state and federal tax returns for many years.

Posted by Roy Kelley, Roy and Dolores Kelley Photographs (Realty Group Referrals) 3 months ago

Trust is key in any relationship and if something doesn't feel right, sometimes it's best to move on.

Posted by JL Boney, III, Columbia, SC Real Estate (Coldwell Banker) 3 months ago

Over the years, I have had the good fortune to have excellent tax professionals.  But, if something doesn't feel right, it's best to move on, as JL Boney says.

Posted by Myrl Jeffcoat, Greater Sacramento Real Estate Agent (GreatWest Realty) 3 months ago

Hi William- no matter who you're working with, if you don't have trust in their work, you have every right ot go elsewhere. 

Posted by Kathy Streib, Home Stager - Palm Beach County,FL -561-914-6224 (Room Service Home Staging) 3 months ago

people are often scared to say no or change people.

Posted by Vern Eaton, Realtor 651-674-7449 3 months ago

Amen to that William! We had a great tax guy but he left the company due to a move so decided to try another person within that company. This woman tried to charge us double the taxes owed plus 4 hours of time, we took our folders and walked out. Thank goodness, through a friend, we found a CPA who is amazing at what he does. Whew!

Posted by Wanda Kubat-Nerdin - Wanda Can!, So Utah Residential, Referral & Relocation REALTOR (Prado Real Estate South) 3 months ago

Trust is one of the corner stones of our industry as well so kudos to them for moving on

Posted by Kathy Clulow, Trusted For Experience - Respected For Results (RE/MAX All-Stars Realty Inc. Brokerage) 3 months ago

Great point!  If you get that feeling in your gut that something is amiss - change it!

Posted by Eleanor Thorne, Equity Resources 919-649-5058 (Equity Resources) 3 months ago

Don't carry on just for the sake of not wantint to upset someone. If it is important get a second opinion, especially where health is concerned.

Posted by Nick & Trudy Vandekar, 610-203-4543, Tredyffrin Easttown Realtors, Philly Main Line (Long & Foster Real Estate Inc 610-225-7400) 3 months ago

I never want a client to feel like they are miserable working with me. That is when it is time to terminate.

Posted by Debbie Reynolds, Your Dedicated Clarksville TN Real Estate Agent (Platinum Properties) 3 months ago

Trust is key in any relationship. If my clients don't trust me they should move on.

Posted by Mike Frazier, Northwest Tennessee Realtor (Carousel Realty of Dyer County) 3 months ago

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