2021 Tax Season Feedback

Thank you for taking time to answer this short survey (less than 5 minutes) about your firm's tax season. We appreciate your feedback.

Please join us on May 26 or June 2 at 1pm ET for our Tax Practice Quarterly: Managing a Tax Practice in the Modern World (a free event for Tax Section members). We will review results from this survey and provide strategies to help improve your firm's practice management.

Question Title

* 1. Overall, how was this tax season in comparison to last year's tax season?

Significantly more difficult

Somewhat more difficult

About the same as last year

Less difficult

Significantly more difficult

Somewhat more difficult

About the same as last year

Less difficult

Question Title

* 2. In comparison to last year's tax season, how has the COVID-19 pandemic impacted this year's tax season?

Significantly impacted

Somewhat impacted

About the same as last year

Fewer impacts overall

Significantly impacted

Somewhat impacted

About the same as last year

Fewer impacts overall

Question Title

* 3. What were your top three major pain points related to this tax season?

IRS service issues/contacting the IRS

Dealing with the Paycheck Protection Program (PPP)

Dealing with ongoing and retroactive IRS guidance and tax legislation

Differing 2021 Q1 federal estimates and tax return deadlines

No extension for tax returns with a March 15 filing deadline

Differing state and local matters such as deadlines or PPP conformity

Workload compression

Concerns about firm stability and/or workforce reductions

Managing client expectations

Staffing concerns

Remote working challenges

Other (please specify)

Question Title

* 4. Did you continue to work towards the April 15 deadline regardless of the postponement to May 17?

Yes, our firm treated April 15 as the key deadline regardless of the deadline shifts.

No, our firm revised plans to work towards the May 17 deadline.

Split - Our firm was more client-specific about how we approached the extended deadlines.

Question Title

* 5. What percentage of time are you currently spending working in the office on an average week?

Percentage

100

Clear

i We adjusted the number you entered based on the slider’s scale.

Question Title

* 6. What percentage of client meetings are being held in-person during an average week?

Percentage

100

Clear

i We adjusted the number you entered based on the slider’s scale.

Question Title

* 7. If your firm implemented new processes or technology prior to the start of this tax season, how did the new processes or technology improve your firm's efficiency?

Significantly improved

Somewhat improved

About the same

Did not improve

N/A - I haven't implemented new processes/technology recently.

Significantly improved

Somewhat improved

About the same

Did not improve

N/A - I haven't implemented new processes/technology recently.

Other feedback (please specify)

Question Title

* 1. Overall, how was this tax season in comparison to last year's tax season?

Question Title

* 2. In comparison to last year's tax season, how has the COVID-19 pandemic impacted this year's tax season?

Question Title

* 3. What were your top three major pain points related to this tax season?

Question Title

* 4. Did you continue to work towards the April 15 deadline regardless of the postponement to May 17?

Question Title

* 5. What percentage of time are you currently spending working in the office on an average week?

Question Title

* 6. What percentage of client meetings are being held in-person during an average week?

Question Title

* 7. If your firm implemented new processes or technology prior to the start of this tax season, how did the new processes or technology improve your firm's efficiency?

Question Title

* 8. Please share any feedback/suggestions/comments about your tax season experience or how the AICPA Tax Section can better serve you.