YOUR OUTLOOK for THE PROFESSION and THE ECONOMY Question Title * 1. THANK YOU for joining the survey!Where should we send your FREE EXECUTIVE REPORT with the results? Email Question Title * 2. LOOKING AHEAD, how do you expect BUSY SEASON 2027 to compare with 2026? MUCH BETTER A LITTLE Better About the SAME A LITTLE Worse A LOT Worse Question Title * 3. Your expectations for your BUSY SEASON METRICS? BIG INCREASE: More than +10% SOME INCREASE: Up to +10% LITTLE or NO CHANGE SOME DECREASE: Up to –10% BIG DECREASE: More than –10% NUMBER of CLIENTS NUMBER of CLIENTS BIG INCREASE: More than +10% NUMBER of CLIENTS SOME INCREASE: Up to +10% NUMBER of CLIENTS LITTLE or NO CHANGE NUMBER of CLIENTS SOME DECREASE: Up to –10% NUMBER of CLIENTS BIG DECREASE: More than –10% PRICES / BILLING RATES PRICES / BILLING RATES BIG INCREASE: More than +10% PRICES / BILLING RATES SOME INCREASE: Up to +10% PRICES / BILLING RATES LITTLE or NO CHANGE PRICES / BILLING RATES SOME DECREASE: Up to –10% PRICES / BILLING RATES BIG DECREASE: More than –10% TOTAL REVENUE TOTAL REVENUE BIG INCREASE: More than +10% TOTAL REVENUE SOME INCREASE: Up to +10% TOTAL REVENUE LITTLE or NO CHANGE TOTAL REVENUE SOME DECREASE: Up to –10% TOTAL REVENUE BIG DECREASE: More than –10% NET PROFIT NET PROFIT BIG INCREASE: More than +10% NET PROFIT SOME INCREASE: Up to +10% NET PROFIT LITTLE or NO CHANGE NET PROFIT SOME DECREASE: Up to –10% NET PROFIT BIG DECREASE: More than –10% STAFFING / HEADCOUNT STAFFING / HEADCOUNT BIG INCREASE: More than +10% STAFFING / HEADCOUNT SOME INCREASE: Up to +10% STAFFING / HEADCOUNT LITTLE or NO CHANGE STAFFING / HEADCOUNT SOME DECREASE: Up to –10% STAFFING / HEADCOUNT BIG DECREASE: More than –10% TECH SPEND TECH SPEND BIG INCREASE: More than +10% TECH SPEND SOME INCREASE: Up to +10% TECH SPEND LITTLE or NO CHANGE TECH SPEND SOME DECREASE: Up to –10% TECH SPEND BIG DECREASE: More than –10% Question Title * 4. In the year ahead, WHAT CHANGES are you CONSIDERING for your TECH TOOLS and OUTSIDE SERVICES?(Check all that apply) Tax prep Tax planning Tax research Practice management / workflow Accounting / general ledger Audit technology and tools Artificial intelligence Sales tax K-1 / 1099 tax compliance automation Offshoring / outsourcing Other (please specify) Question Title * 5. What's your OUTLOOK on BUSINESS CONDITIONS in the NEXT 12-18 MONTHS for...? MUCH Better SOMEWHAT Better LITTLE or NO CHANGE SOMEWHAT Worse MUCH Worse For Your FIRM For Your FIRM MUCH Better For Your FIRM SOMEWHAT Better For Your FIRM LITTLE or NO CHANGE For Your FIRM SOMEWHAT Worse For Your FIRM MUCH Worse For Your CLIENTS For Your CLIENTS MUCH Better For Your CLIENTS SOMEWHAT Better For Your CLIENTS LITTLE or NO CHANGE For Your CLIENTS SOMEWHAT Worse For Your CLIENTS MUCH Worse For YOURSELF, FAMILY For YOURSELF, FAMILY MUCH Better For YOURSELF, FAMILY SOMEWHAT Better For YOURSELF, FAMILY LITTLE or NO CHANGE For YOURSELF, FAMILY SOMEWHAT Worse For YOURSELF, FAMILY MUCH Worse For BUSINESS Owners For BUSINESS Owners MUCH Better For BUSINESS Owners SOMEWHAT Better For BUSINESS Owners LITTLE or NO CHANGE For BUSINESS Owners SOMEWHAT Worse For BUSINESS Owners MUCH Worse For the NATION'S Economy For the NATION'S Economy MUCH Better For the NATION'S Economy SOMEWHAT Better For the NATION'S Economy LITTLE or NO CHANGE For the NATION'S Economy SOMEWHAT Worse For the NATION'S Economy MUCH Worse Question Title * 6. COMMENT: WHAT'S your BEST ADVICE for how clients should PREPARE for THE ECONOMY AHEAD? Question Title * 7. OPTIONAL: Can we quote you? Thanks! Name Email Firm Next
