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WELCOME!
Sign up here for your FREE Executive Preview
of the survey results and related reports.
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HOW READY ARE YOU FOR BUSY SEASON?
| Great! Ready to Rock 'n Roll! |
| Somewhat Ahead of Schedule |
| About On Schedule |
| Somewhat Behind Schedule |
| Omigosh! ANOTHER busy season?! Already?! |
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HOW DO YOU "ADD VALUE" to delight your clients and distinguish your practice during busy season?
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HOW DO YOU EXPECT this year's busy season to compare to last year's?
| Better Than Last Year |
| About The Same |
| Worse Than Last Year |
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What's going to be different about this year?
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Using these key benchmarks, how will THIS YEAR'S busy season compare to LAST YEAR'S?
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Significant Increase | 2
Some Increase | 3
No Change from Last Year | 4
Some Decrease | 5
Significant Decrease |
| Total Revenue |
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| Net Profit |
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| Number of Clients |
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| Number on Extension |
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| Revenue per Client |
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| Profit per Client |
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Can you explain the changes from last year?
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Which issues are you expecting to be THE MOST TROUBLESOME this year?
(Please check all that apply.)
| Clients late/unprepared. |
| Late/erroneous K1s, 1099s, etc. |
| Finding good staff. |
| IRS operations. |
| Tax code changes. |
| Technology/software problems. |
| Competition from others. |
| General economic situation. |
| Personal or family issues. |
| Partner or office issues. |
| Proper operational planning/scheduling. |
| Getting up-to-date on new tax issues. |
| Getting up-to-date on new office, technology or software processes. |
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What's your best SURVIVAL TIP for busy season?
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Did you change TAX SOFTWARE and/or SERVICE PROVIDERS for this year's busy season?
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What's the NAME or BRAND of the TAX SOFTWARE or SERVICE PROVIDER you're using this year?
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HOW LIKELY are you TO RECOMMEND your current TAX SOFTWARE or SERVICE PROVIDER to a friend or colleague?
| NOT AT ALL LIKELY | ===> | ===> | ===> | ===> | ===> | ===> | ===> | ===> | HIGHLY LIKELY |
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WHY did you give that rating?
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IF YOU COULD MAKE A WISH...
WHAT WOULD YOU CHANGE about busy season?
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PLEASE TELL US SOMETHING ABOUT YOURSELF...
In what type of business do you work?
| Public accounting |
| Business or Industry |
| Government |
| Not-for-profit |
| Education |
| Vendor/Service-Provider to the Profession |
| Other, Please Specify |
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How many people work in your office or location?
| 1 to 10 |
| 11 to 50 |
| 51 to 100 |
| 101 to 500 |
| More than 500 |
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Which best describes your position?
| Managing Partner/CEO/COO/Sole Prop. |
| Senior Executive/Partner/CFO/Controller |
| Senior Staff/General Management |
| Mid-Level Staff/Internal Audit |
| Junior Staff/Support |
| Other, Please Specify |
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OPTIONAL: Can we quote you? Thanks!
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