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NAEA Post–Tax Season Survey (2026)

Your insights help shape the future of the Enrolled Agent profession.

Thank you for taking a few minutes to share your experience from this past tax season. Your feedback directly informs NAEA’s education, advocacy, and member resources for the year ahead. This survey should take 5–7 minutes to complete.
Section 1: Your Practice Profile
1.How many years have you been in the tax profession?
2.What is the primary structure of your tax practice?
3.What is your main area of practice?
4.How did your client volume change compared to last year?
Section 2: Tax Season Performance & Challenges
5.What were your biggest challenges this tax season? (Select all that apply)
6.How would you rate this tax season overall?
Much better
Somewhat better
About the same
Somewhat worse
Much worse
7.What is one operational change you made that improved your practice?
8.What is one thing that would have made this tax season easier?
Section 3: Technology & AI Adoption
9.Which tax software did you primarily use?
10.What other technology tools are essential? (Select all that apply)
11.Are you using AI in your tax practice?
12.If using AI, how are you applying it? (Select all that apply)
13.What concerns do you have about AI? (Select all that apply)
Section 4: IRS Experience & Advocacy Insights
14.How would you rate your overall experience with the IRS during this tax season?
Excellent
Good
Fair
Poor
Very poor
15.Which IRS issues impacted your work most? (Select all that apply)
16.How satisfied are you with the IRS Practitioner Priority Service (PPS)
Very satisfied
Somewhat satisfied
Neutral
Somewhat dissatisfied
Very dissatisfied
17.If applicable, how satisfied are you with CAF processing over the tax season?
Very satisfied
Somewhat satisfied
Neutral
Somewhat dissatisfied
Very dissatisfied
18.If applicable, how reliable was the transcript access during the tax season?
19.What advocacy issues should NAEA prioritize? (Select up to 3)
Section 5: NAEA Value & Support
20.How do you stay informed? (Select all that apply)
21.Most valuable NAEA resources? (Select all that apply)
22.What can NAEA do to better support you?