Are you delivering more than you’re paid for—or putting your practice at risk with outdated client agreements? This must-read guide shows you how to re-evaluate client relationships, set crystal-clear service boundaries, and protect your practice with engagement letters that actually work. From spotting red flags to onboarding like a pro, this article gives you the tools to work smarter, stay compliant, and build a stronger, more profitable client base.

"When is it time for an accounting and tax practitioner to walk away from a client?” In a profession grounded on trust, accuracy, and compliance, knowing when to disengage is crucial. Whether it's a client pressing for unrealistic tax deductions, resisting compliance with financial regulations, or showing signs of unethical business practices, red flags abound that signal it might be time to part ways. This article explores the key indicators that point toward ending an engagement, from clients demanding last-minute weekend work without fair compensation to those consistently neglecting their tax obligations. We navigate the complexities of disengagement and highlight the steps for a smooth, professional exit that protects your integrity and peace of mind.