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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 better
Somewhat Better
About the same
Somewhat Worse
Much worse
Your CHIEF CONCERNS for Tax Season 2025?
Check all that apply.
IRS operations
Employee Retention Credit
Profit margins
Late or erroneous K1s, 1099s, etc.
Competitive pressures
New accounting and auditing issues
Crypto
Technology or software problems
Cyber-security, identity theft
Tax code & reg changes / New tax law
State and Local Tax (SALT) issues
Pricing, billing rates
Clients late or unprepared
Staffing shortage
The economy
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?
