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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 READY
Somewhat MORE ready
About the same as last year
Somewhat LESS ready
Totally NOT ready
Your CHIEF CONCERNS this year?
Check all that apply.
Clients late or unprepared
Staffing shortage
State and Local Tax (SALT) issues
Technology or software problems
Employee Retention Credit
Profit margins
The economy
New accounting and auditing issues
Late or erroneous K1s, 1099s, etc.
Cyber-security, identity theft
Pricing, billing rates
IRS operations
Crypto
Competitive pressures
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?
