I'm a full time agent and have clients that request cleaning services oftenSent you a message 

You CAN limit that agreement to a specific property; but, as others have stated, agents are looking for a certain amount of loyalty from their clients.If an agent gets vibes from a prospective client that indicates that they want to cheapskate and not pay a professional for their service, they are not likely to waste their time with them.

The client can always use their own funds to replace debt. 

However, when I talk to new clients, they are not interested in these properties.

And the only "client" reviews I've seen mention that their customer service is non responsive and difficult to get a hold of once you're purchased their services.

And, even if he has real estate clients, doing a tax return doesn't really educate one.

You search for existing guides, select the best and provide the link or the document to your clients.

I always make sure to do this for my buyer clients!

In our case, we used our CPA, who creates SD 401(k) plans for his clients, though I’m sure he obtains the boilerplate from a facilitator.

I live in Glastonbury and many of my clients are buying and selling in East Hartford and the surrounding areas.