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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 worse
Somewhat Worse
About the same
Somewhat Better
Much better
Your CHIEF CONCERNS this year?
Check all that apply.
Competitive pressures
State and Local Tax (SALT) issues
Profit margins
Clients late or unprepared
Cyber-security, identity theft
New accounting and auditing issues
Pricing, billing rates
The economy
IRS operations
Crypto
Employee Retention Credit
Tax code & reg changes / New tax law
Staffing shortage
Technology or software problems
Late or erroneous K1s, 1099s, etc.
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?
