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Thank you for your participation!
Where should we send YOUR FREE REPORT with the RESULTS?
Work Email
Alternative Email
What's Your CURRENT OUTLOOK on Tax Season 2026?
– Compared to last year, at about this time
Much Worse
Somewhat Worse
About the same as last year
Somewhat Better
Much Better
Your CHIEF CONCERNS this year?
Check all that apply.
Technology or software problems
Staffing shortage
Pricing, billing rates
State and Local Tax (SALT) issues
Employee Retention Credit
Clients late or unprepared
The economy
IRS operations
New accounting and auditing issues
Tax code & reg changes / New tax law
Competitive pressures
Profit margins
Late or erroneous K1s, 1099s, etc.
Cyber-security, identity theft
Crypto
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%
OPTIONAL: What are you doing DIFFERENTLY this year?
