Question Title * Where should we send YOUR FREE REPORT with the RESULTS? Work Email Alternative Email Question Title * How's YOUR TAX SEASON?– Compared to last year Much better Somewhat Better About the same Somewhat Worse Much worse Question Title * Your CHIEF CONCERNS this year?Check all that apply. IRS operations Staffing shortage Employee Retention Credit Tax code & reg changes Pricing, billing rates Competitive pressures New accounting and auditing issues Late or erroneous K1s, 1099s, etc. The economy Profit margins Clients late or unprepared State and Local Tax (SALT) issues Technology or software problems Cyber-security, identity theft Crypto Personal or family issues Other (What did we miss?): Question Title * YOUR FIRM'S TAX SEASON 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 * NOW that TAX SEASON is ALMOST OVER: What do you PLAN to do DIFFERENTLY NEXT YEAR? Next
