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* Where should we send YOUR FREE REPORT with the RESULTS?

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* HOW READY are you for Tax Season 2025
– Compared to last year at about this time

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* Your CHIEF CONCERNS for Tax Season 2025?
Check all that apply.

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* 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
TOTAL REVENUE
NET PROFIT
REVENUE per CLIENT
PROFIT per CLIENT
NUMBER on EXTENSION

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* What do you PLAN to do DIFFERENTLY this year?

T