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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?
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Great! Ready to Rock 'n Roll!
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Somewhat Ahead of Schedule
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About On Schedule
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Somewhat Behind Schedule
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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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| 4
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HOW DO YOU EXPECT this year's busy season to compare to last year's?
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Better Than Last Year
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About The Same
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Worse Than Last Year
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| 5
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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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1
Significant Increase |
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Some Increase |
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No Change from Last Year |
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Some Decrease |
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Significant Decrease |
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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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| 8
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Which issues are you expecting to be THE MOST TROUBLESOME this year?
(Please check all that apply.)
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Clients late/unprepared.
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Late/erroneous K1s, 1099s, etc.
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Finding good staff.
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IRS operations.
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Tax code changes.
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Technology/software problems.
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Competition from others.
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General economic situation.
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Personal or family issues.
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Partner or office issues.
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Proper operational planning/scheduling.
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Getting up-to-date on new tax issues.
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Getting up-to-date on new office, technology or software processes.
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Other, please specify:
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| 9
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What's your best SURVIVAL TIP for busy season?
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| 10
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Did you change TAX SOFTWARE and/or SERVICE PROVIDERS for this year's busy season?
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Why, or why not?
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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?
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NOT AT ALL LIKELY
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HIGHLY LIKELY
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| 13
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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?
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Public accounting
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Business or Industry
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Government
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Not-for-profit
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Education
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Vendor/Service-Provider to the Profession
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Other, Please Specify
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How many people work in your office or location?
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1 to 10
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11 to 50
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51 to 100
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101 to 500
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More than 500
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Which best describes your position?
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Managing Partner/CEO/COO/Sole Prop.
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Senior Executive/Partner/CFO/Controller
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Senior Staff/General Management
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Mid-Level Staff/Internal Audit
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Junior Staff/Support
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Other, Please Specify
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| 18
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OPTIONAL: Can we quote you? Thanks!
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