EXIT THIS SURVEY Exit this Survey Client Satisfaction Survey * 1. Which service(s) did we provide (mark all that apply)? Individual Tax Preparation Business or entity Tax Preparation Business Consulting Tax Planning Financial Statement (Compilation, Audit, Review) Financial Advice (Personal Financial Planning (Estate, retirement, etc.) Bookkeeping / Payroll Services Business Computer Support * 2. Which of the following words would you use to describe our services (mark all that apply)? Reliable High quality Useful Timely Good value for money Overpriced Poor quality Responsive to needs Proactive Use this space to give us detailed comments (optional) * 3. How well did our services align with your expectations? Exceeded Met Below Expectations Use this space to provide detailed comments (optional) * 4. How would you rate the quality/accuracy of our services? Very high quality High quality Neither high nor low quality Low quality Very low quality * 5. How would you rate the value for the cost of our services? Excellent Above average Average Below average Poor * 6. How responsive have we been to your questions or concerns about our services? Extremely responsive Very responsive Moderately responsive Not so responsive Not at all responsive Not applicable * 7. How long have you been a client of our firm? A year or less 1-3 years more than 3 years * 8. Overall, how satisfied are you with our firm? Very satisfied Somewhat satisfied Neither satisfied nor dissatisfied Somewhat dissatisfied Very dissatisfied * 9. What other services may be of interest to you (mark all that apply)? Estate Planning Personal Financial Planning Retirement Planning Investment Analysis and Planning Elder Care Consulting and Planning Risk Management / Insurance Personnel Screening and Hiring Support Compensation Programs (salary and incentive) Cash, Accounts Receivable, or Payable Management Budgeting (e.g., review, analysis and control) Mergers and Acquisition Advising CFO Services Trust and Estate Tax Preparation Pension Plan Administration Management Training Bookkeeping / Payroll Services Business Computer / Network Support Other (please specify) * 10. How likely is it that you would recommend our firm to a friend or colleague? Not at all likely Extremely likely 0 1 2 3 4 5 6 7 8 9 10 Not at all likely - 0 1 2 3 4 5 6 7 8 9 Extremely likely - 10 * 11. Use this space to provide any other comments, questions, or concerns (optional). * 12. Please provide your name so we can follow up with you as needed. Name Company or Entity Name Address Address 2 City / Town State / Province -- select state -- AL AlabamaAK AlaskaAS American SamoaAZ ArizonaAR ArkansasCA CaliforniaCO ColoradoCT ConnecticutDE DelawareDC District of ColumbiaFM Federated States of MicronesiaFL FloridaGA GeorgiaGU GuamHI HawaiiID IdahoIL IllinoisIN IndianaIA IowaKS KansasKY KentuckyLA LouisianaME MaineMH Marshall IslandsMD MarylandMA MassachusettsMI MichiganMN MinnesotaMS MississippiMO MissouriMT MontanaNE NebraskaNV NevadaNH New HampshireNJ New JerseyNM New MexicoNY New YorkNC North CarolinaND North DakotaMP Northern Mariana IslandsOH OhioOK OklahomaOR OregonPW PalauPA PennsylvaniaPR Puerto RicoRI Rhode IslandSC South CarolinaSD South DakotaTN TennesseeTX TexasUT UtahVT VermontVI Virgin IslandsVA VirginiaWA WashingtonWV West VirginiaWI WisconsinWY Wyoming ZIP / Postal Code Date Email Phone Submit response >>
