If you handle IRS Representation, you already know: not all clients are created equal.
Some are reasonable, responsible, and pay well. Others? Well… they make their emergency your emergency, argue about your fees, disappear for months, then suddenly demand immediate help. These clients suck the life out of your business—and your sanity.
The good news? You don’t have to keep them. In fact, the sooner you fire your worst clients, the sooner you free up time for better clients, higher fees, and a life outside of tax season.
So, let’s talk about how to politely (but firmly) show bad clients the door—and what to say when you do.
Why You Need to Drop Time-Wasting Clients
The tax professionals I work with are overworked, underpaid, and exhausted. They tell me:
“I work 80+ hours a week, but my worst clients still complain.”
“I’m constantly stressed, but I can’t afford to lose any clients.”
“I haven’t taken a real vacation in years.”
Sound familiar?
Here’s the hard truth: Every minute you waste on a bad client is a minute you could spend on a better-paying client… or, you know, actually enjoying life.
Your worst clients are holding you back. Drop them, and suddenly you have:
✅ More time for clients who respect you
✅ Higher profits because you’re working with better-paying clients (and they will pay you more)
✅ More energy for the things you love—family, gardening, woodworking, golf. Netflix, or even gasp sleep
How to Identify Time-Wasting Clients
If a client matches two or more of these traits, it’s time to cut them loose:
❌ They argue about your fees (“Why do you charge so much?”)
❌ They ignore your deadlines but expect immediate help (“Can you call the IRS for me today?” or “I need to get this to a Revenue Officer tomorrow!”)
❌ They send you half the documents, then expect magic
❌ They constantly demand answer to “quick questions” (which are never quick) and they don’t want to pay for that “quick answer”
❌ They “ghost” you until they get a scary IRS letter and even then, wait until the last minute to give it to you
Recognize anyone? Yeah, I thought so.
How to Fire a Client: 3 Scripts You Can Use
Once you’ve decided to part ways, keep it short, professional, and final. Here are three scripts you can use:
👉 For the Ghosting Client Who Comes Back Only in Emergencies
“Hi [Client], due to my current workload, I’m unable to take on your case at this time. I encourage you to seek another tax professional who can assist you more effectively. Best of luck!”
👉 For the Chronic Fee Fighter
“Hi [Client], I’ve reassessed my business model and will no longer be able to serve you at my current rates. My new minimum retainer [fee, investment in my services] is [$X], and I understand if that doesn’t work for you. I recommend finding a professional who fits your budget. Thanks for working with me!”
👉 For the Overly Needy Client Who Micromanages Everything
“Hi [Client], I appreciate the opportunity to work with you. At this time, I’m making changes to my practice and will not be able to continue assisting you. I encourage you to find a tax professional who is a better fit for your needs.”
No apologies. No justifications. Just a clean break.
Life After Firing Bad Clients
Here’s what happens when you let go of time-wasters:
You get home before dark instead of working late
You work with clients who actually appreciate you
You make more money in fewer hours
You finally have time to do the things you love—travel, relax, binge-watch crime dramas, or maybe even take up yoga (hey, it could happen!)
Bottom line? Stop letting bad clients run your life. Set boundaries, drop the dead weight, and watch your business—and your sanity—improve.
Now, go enjoy that extra time. You’ve earned it.
If you have read this far, please email us by clicking this link to request a copy of a client termination email template and we will send it to you!
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Here’s to working smarter, not harder!
And a brighter future for your tax practice!
If you want to know more consider joining the Tax Resolution Academy® by clicking this link
I hope this helps.
If you have any questions, please reach out to us.
I would love to hear your thoughts, challenges, and successes in writing your very own book.
Have a GREAT day,
Cordially,
Dan
Dan Henn, CPA, CTR™
Co-Founder, Tax Resolution Academy®
Managing Member
Tax Pro Academy, LLC
P.S. Want to learn more about the Tax Resolution Academy®, go to https://community.taxresolutionacademy.com.
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