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