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Quick Tax Pro Survey
1.
What
tax software
do you use?
ATX
Canopy
CCH Axcess
Crosslink
Drake
H&R Block
Jackson Hewitt
Lacerte
Liberty Tax
OLT
ProConnect Tax Online
ProSeries
ProTaxPro
Sigma Tax Pro
Speede Tax
Tax Services Group
TaxAct
Taxslayer
Taxware Systems
Taxwise
Turbo Tax
UltraTax CS
uTax Software
Refunds Today
Other (please specify)
2.
What
accounting
software do you use? (if any)
Xero
Quickbooks Desktop
Quickbooks Online (QBO)
Zipbooks
Zoho Books
FreshBooks
Sage
KPMG Spark
Netsuite
Bench
Other (please specify)
3.
What bank do you use for
bank products
? (if any)
None - I don't offer bank products
Santa Barbara Tax Products Group
EPS Financial
Refund Advantage
Republic Bank
River City Bank
Refundo
Other (please specify)
4.
What services do you offer?
Tax Preparation
Audit Representation
Accounting / Bookkeeping
Payroll
Notary
Insurance
Immigration
Real Estate
Financial Services
Business Consulting
Tax Planning
Other (please specify)
5.
About how many
individual
(1040) returns did you prepare in 2019?
1 - 100
101 - 200
201 - 300
301 - 400
401 - 500
501 - 600
601 - 700
701 - 800
801 - 900
901 - 1,000
1,000 +
6.
About how many
business
(Schedule C, 1120, 1065) returns did you prepare in 2019?
1 - 50
51 - 100
101 - 150
151 - 200
201 - 250
251 - 300
301 - 350
351 - 400
401 - 450
451 - 500
500 +
7.
How many years have you been preparing tax returns?
1 - 5 years
6 - 10 years
11 - 15 years
16 - 20 years
21 - 25 years
26 - 30 years
31 - 35 years
36 - 40 years
40 + years
8.
Do you have any professional designations?
Enrolled Agent (EA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Annual Filing Season Program - Record of Completion (AFSP)
California Registered Tax Preparer (CRTP)
Attorney
Certified Internal Auditor (CIA)
LL.M. (Master of Laws)
Certified Fraud Examiner (CFE)
Certifying Acceptance Agent (CAA)
Master of Business Administration (MBA)
Other (please specify)
9.
What is your preferred language?
English
Español
Spanglish
Portuguese
Other (please specify)
Current Progress,
0 of 9 answered
