The Pulse of Tax Season 2022 Question Title * 1. WELCOME! And Thank You for joining the study panel! Where should we send your free preview of the topline results? Name Email Question Title * 2. So far, how does THIS YEAR'S Tax Season to compare to LAST YEAR's for you and your firm? Much Better than Last Year Somewhat Better than Last Year About the Same Somewhat Worse than Last Year Much Worse than Last Year Question Title * 3. OPTIONAL: Why did you give that answer? Question Title * 4. On this list of issues, what are your CHIEF CONCERNS? Please check all that apply. State and Local Tax (SALT) issues. The general economic situation. Setting aside enough time to plan. New accounting and auditing issues. Late or erroneous K1s, 1099s, etc. Economic recovery services, such as PPP, EIDL, ERC, etc. Security, privacy and identity theft issues. New workflows or processes due to Covid. Tax code & reg changes Competition from others. Clients late or unprepared. Tax code & reg changes Technology/software problems. New pricing and fee pressures. Personal or family issues. IRS operations. Staffing issues. The Covid Crisis Other, Please Specify Question Title * 5. KEY METRICS: How do 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 * 6. YOUR BUSINESS & ECONOMIC OUTLOOK In your opinion, how will the NEXT 12-18 MONTHS shape up for... ... ...? Much Worse Somewhat Worse About the Same Somewhat Better Much Better ...Your Clients/Customers ...Your Clients/Customers Much Worse ...Your Clients/Customers Somewhat Worse ...Your Clients/Customers About the Same ...Your Clients/Customers Somewhat Better ...Your Clients/Customers Much Better ...Your Firm/Company ...Your Firm/Company Much Worse ...Your Firm/Company Somewhat Worse ...Your Firm/Company About the Same ...Your Firm/Company Somewhat Better ...Your Firm/Company Much Better ...Yourself and Your Family ...Yourself and Your Family Much Worse ...Yourself and Your Family Somewhat Worse ...Yourself and Your Family About the Same ...Yourself and Your Family Somewhat Better ...Yourself and Your Family Much Better ...The Nation's Economy in General ...The Nation's Economy in General Much Worse ...The Nation's Economy in General Somewhat Worse ...The Nation's Economy in General About the Same ...The Nation's Economy in General Somewhat Better ...The Nation's Economy in General Much Better ...Small Business in Particular ...Small Business in Particular Much Worse ...Small Business in Particular Somewhat Worse ...Small Business in Particular About the Same ...Small Business in Particular Somewhat Better ...Small Business in Particular Much Better Question Title * 7. OPTIONAL: What are THE KEY FACTORS in your outlook? Next
