Question Title * Where should we send YOUR FREE REPORT with the RESULTS? Work Email Alternative Email Question Title * 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 Question Title * Your CHIEF CONCERNS for Tax Season 2025?Check all that apply. Clients late or unprepared The economy Employee Retention Credit Profit margins Tax code & reg changes / New tax law Staffing shortage Cyber-security, identity theft Late or erroneous K1s, 1099s, etc. New accounting and auditing issues State and Local Tax (SALT) issues Pricing, billing rates Technology or software problems IRS operations Crypto Competitive pressures 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
