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