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Where should we send YOUR FREE REPORT with the RESULTS?
Work Email
Alternative Email
HOW's your Busy Season so far?
– Compared to last year at about this time
Much worse
Somewhat Worse
About the same
Somewhat Better
Much better
Your CHIEF CONCERNS for Tax Season 2025?
Check all that apply.
The economy
Staffing shortage
Cyber-security, identity theft
New accounting and auditing issues
Late or erroneous K1s, 1099s, etc.
Clients late or unprepared
State and Local Tax (SALT) issues
Crypto
Employee Retention Credit
Tax code & reg changes / New tax law
Pricing, billing rates
Competitive pressures
IRS operations
Technology or software problems
Profit margins
Personal or family issues
Other (What did we miss?):
YOUR FORECAST for your FIRM'S TAX SEASON 2025 METRICS
– 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 do you PLAN to do DIFFERENTLY this year?
