Busy Season Outlook 2023 WELCOME! And Thank You for Joining the Study Panel! Question Title * WHERE should we send your FREE preview of the TOPLINE RESULTS? Name Business Email Question Title * FOR YOU and YOUR FIRM: How does THIS YEAR'S Tax Season look, compared to LAST YEAR's? Much Better Somewhat Better About the Same Somewhat Worse Much Worse Question Title * On this list of issues, what are your CHIEF CONCERNS? Please check all that apply. (Sorry, it seems like there's a lot to choose from this year.) New accounting and auditing issues. Technology or software problems. New IRS Form 7203 Employee Retention Credit Pricing and fee pressures. The general economic situation. State and Local Tax (SALT) issues. Setting aside enough time to plan. The Covid Crisis Staffing issues. Personal or family issues. Problematic Bottom-Line Profitability Security, privacy and identity theft issues. Economic recovery services, such as PPP, EIDL, ERC, etc. Managing remote staffers and work-at-home issues Competition from others. Schedules K-2 and K-3 Clients late or unprepared. The new IRA Distribution Rules IRS operations. Tax code & reg changes Crypto Late or erroneous K1s, 1099s, etc. Difficult top-line fee growth More, Please Specify Question Title * KEY METRICS: How do you expect THIS YEAR'S RESULTS to compare to LAST YEAR's? Significant Increase: 10% or more Some Increase: +5%-10% No Change: +/- 5%) Some Decrease: -5%-10%) Significant Decrease: -10% or more) Number of Clients: Number of Clients: Significant Increase: 10% or more Number of Clients: Some Increase: +5%-10% Number of Clients: No Change: +/- 5%) Number of Clients: Some Decrease: -5%-10%) Number of Clients: Significant Decrease: -10% or more) Total Revenue: Total Revenue: Significant Increase: 10% or more Total Revenue: Some Increase: +5%-10% Total Revenue: No Change: +/- 5%) Total Revenue: Some Decrease: -5%-10%) Total Revenue: Significant Decrease: -10% or more) Net Profit: Net Profit: Significant Increase: 10% or more Net Profit: Some Increase: +5%-10% Net Profit: No Change: +/- 5%) Net Profit: Some Decrease: -5%-10%) Net Profit: Significant Decrease: -10% or more) Revenue per Client: Revenue per Client: Significant Increase: 10% or more Revenue per Client: Some Increase: +5%-10% Revenue per Client: No Change: +/- 5%) Revenue per Client: Some Decrease: -5%-10%) Revenue per Client: Significant Decrease: -10% or more) Profit per Client: Profit per Client: Significant Increase: 10% or more Profit per Client: Some Increase: +5%-10% Profit per Client: No Change: +/- 5%) Profit per Client: Some Decrease: -5%-10%) Profit per Client: Significant Decrease: -10% or more) Number on Extension: Number on Extension: Significant Increase: 10% or more Number on Extension: Some Increase: +5%-10% Number on Extension: No Change: +/- 5%) Number on Extension: Some Decrease: -5%-10%) Number on Extension: Significant Decrease: -10% or more) Question Title * OPTIONAL: Why did you answer that way? Next Page
