Question Title * Where should we send YOUR FREE REPORT with the RESULTS? Work Email Alternative Email Question Title * HOW READY are you for Tax Season 2025– Compared to last year at about this time Much worse Somewhat Worse About the same Somewhat Better Much better Question Title * Your CHIEF CONCERNS for Tax Season 2025?Check all that apply. IRS operations State and Local Tax (SALT) issues Tax code & reg changes / New tax law Crypto Employee Retention Credit Competitive pressures Staffing shortage The economy Late or erroneous K1s, 1099s, etc. Profit margins Cyber-security, identity theft Technology or software problems Clients late or unprepared New accounting and auditing issues Pricing, billing rates Personal or family issues Other (What did we miss?): Question Title * 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 NUMBER of CLIENTS Significant Increase: Over 10% NUMBER of CLIENTS Some Increase: 5%-10% NUMBER of CLIENTS About Even: +/– 0% to 5% NUMBER of CLIENTS Some Decrease: 5%-10% NUMBER of CLIENTS Significant Decrease: Over 10% TOTAL REVENUE TOTAL REVENUE Significant Increase: Over 10% TOTAL REVENUE Some Increase: 5%-10% TOTAL REVENUE About Even: +/– 0% to 5% TOTAL REVENUE Some Decrease: 5%-10% TOTAL REVENUE Significant Decrease: Over 10% NET PROFIT NET PROFIT Significant Increase: Over 10% NET PROFIT Some Increase: 5%-10% NET PROFIT About Even: +/– 0% to 5% NET PROFIT Some Decrease: 5%-10% NET PROFIT Significant Decrease: Over 10% REVENUE per CLIENT REVENUE per CLIENT Significant Increase: Over 10% REVENUE per CLIENT Some Increase: 5%-10% REVENUE per CLIENT About Even: +/– 0% to 5% REVENUE per CLIENT Some Decrease: 5%-10% REVENUE per CLIENT Significant Decrease: Over 10% PROFIT per CLIENT PROFIT per CLIENT Significant Increase: Over 10% PROFIT per CLIENT Some Increase: 5%-10% PROFIT per CLIENT About Even: +/– 0% to 5% PROFIT per CLIENT Some Decrease: 5%-10% PROFIT per CLIENT Significant Decrease: Over 10% NUMBER on EXTENSION NUMBER on EXTENSION Significant Increase: Over 10% NUMBER on EXTENSION Some Increase: 5%-10% NUMBER on EXTENSION About Even: +/– 0% to 5% NUMBER on EXTENSION Some Decrease: 5%-10% NUMBER on EXTENSION Significant Decrease: Over 10% Question Title * What do you PLAN to do DIFFERENTLY this year? Next
