TaxAct Professional 1040 Referral Work

TaxAct Professional is requesting your help in determining the level of interest and specifications around referral business for our customers. Your participation is greatly appreciated.

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* 1. At this point in time, are you looking to grow your business, remain about the same size, or looking to exit your business?

Grow

Remain

Exit

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* 2. Do you have capacity to take on additional 1040 tax returns at this time?

Yes

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* 3. If yes to the question above, how many additional tax returns would you be willing to take on?

Less than 25

26-50

51-75

76+

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* 4. If TaxAct Professional were to pass along additional simple 1040 tax return work to your business, would you be ok with not owning the customer relationship?

Yes

Need more context

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* 5. Versus taking on additional tax prep work, would you be interested in leveraging a service to help reduce some of your simple tax prep work in order to spend time on other parts of your business?

Yes

No, I would like to participate in the model to take on new tax prep work

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* 6. How would you want to be matched up with these returns?

Only interested in returns from my local area

Interested in returns from within my state and region

Doesn't matter where they come from

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* 7. How would you expect to be compensated for these returns?

Flat fee per return

Hourly rate

Other

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* 8. How are you currently growing your business

Referrals/Word of Mouth

Advertising

Social Media

Local Networking

Other (please specify)

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* 9. How do you currently engage with customers?

All business is conducted digitally

A mix of digital and in-person with digital being the majority

A mix of digital and in-person with in-person being the majority

All business is conducted in-person

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* 10. Are you interested in learning how you can offer Wealth Management Services to your clients?

Yes

Would need to know more

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* 11. To express interest in being provided additional tax returns for preparation and/or to learn more about offering Wealth Management Services, please provide your name, email, and phone number below.

Name

Email Address

Phone Number