* 1. Please, rate our services

  Did not meet expectations  Met expectations Exceeded expectations Not applicable
Tax preparation
Tax advice
Accounting (including payroll)
Business advice
Personal financial planning
Financial statements
Other

* 2. Rate our responsiveness

  Did not meet expectations Met expectations Exceeded expectations Not applicable
Accessibility
Promptness in getting back to you
Timeliness in delivery of work
Follow up on unresolved issues
Proactive in addressing your needs
Overall needs

* 3. Rate working with us

  Did not meet expectations Meet expectations Exceeded expectations Not applicable
Your key contact
Other professional staff
Adequate lead time is provided for responding to requests
Staff involvement
Turnaround time
How we handled problems
Our ability to handle your account emergencies
How well we explained our services
Our ability to handle your everyday accoung problems

* 4. Rate our billing policies

  Did not meet expectations Meet expectations  Exceeded expectations
Policies are well explained
Billing issues are handled professionally
Pricing is fair

* 5. Please tell us what is the likelihood for you to use the following services from us and whether you are receiving any of theses services from another firm.

  Would never use Might use Would use immediately I use another professional or firm for this service
Estate planning
Personal financial planning 
Retirement planning
Investment analysis and planning
Risk management/insurance
Personnel screening
Compensation programs (salary and incentive)
Cash management
Budgeting (e.g., review, analysis, control)
Trust tax returns
Accounts payable/bookkeeping
Quickbooks assistance
Payroll services

* 6. Do you feel comfortable recommending our services?

* 7. Overall, how satisfied or dissatisfied are you with our company?

* 8. Do you have any other comments, questions, or concerns?

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