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Thank you for your participation!
Where should we send YOUR FREE REPORT with the RESULTS?
Work Email
Alternative Email
How ready are you for Tax Season 2026?
– Compared to last year at about this time
Totally NOT ready
Somewhat LESS ready
About the same as last year
Somewhat MORE ready
Totally READY
Your CHIEF CONCERNS this year?
Check all that apply.
Staffing shortage
IRS operations
Cyber-security, identity theft
Employee Retention Credit
State and Local Tax (SALT) issues
Clients late or unprepared
Competitive pressures
The economy
Pricing, billing rates
Profit margins
Late or erroneous K1s, 1099s, etc.
Technology or software problems
Crypto
New accounting and auditing issues
Tax code & reg changes / New tax law
Personal or family issues
Other (What did we miss?):
Your expectations for your METRICS this year
– Up, Down, or Sideways?
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
NUMBER of CLIENTS
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
TOTAL REVENUE
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
NET PROFIT
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
REVENUE per CLIENT
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
PROFIT per CLIENT
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
NUMBER on EXTENSION
Significant Increase: Over 10%
Some Increase: 5%-10%
About Even: +/– 0% to 5%
Some Decrease: 5%-10%
Significant Decrease: Over 10%
What will you be doing DIFFERENTLY this year?
