Success Tax Professionals Client Service Evaluation and Feedback

Client Services Experience

Question Title

* 1. SERVICES: Which service/s did you receive (you can mark multiple boxes)?

Tax - Individuals

Tax - Business

Accounting or BAS

Company or other structure review or set-up

Self managed superannuation funds

Business advisory or planning

Advice or tax planning

Other (please specify)

Question Title

* 2. TIMELINESS: Did you receive timely and efficient service?

Excellent

Good

Fair

Poor

Optional: What are some of the reasons for your rating?

Question Title

* 3. UNDERSTANDING AND RESPONDING: Did the accountant listen to you and answer your questions or concerns and was the information clear and helpful?

Yes

Some of the time

Optional: Do you have some examples or more information to explain your rating?

Question Title

* 4. MAXIMISING YOUR OUTCOMES: Do you feel your accountant tried to maximise your tax deductions by asking questions, discussing options and requesting supporting documents off you? If you are a business client, did they discuss the benefits of using a business services package to give you more options, savings and flexibility?

Yes

Partially

Optional: You can tell us what they did well or where you felt they failed to deliver.

Question Title

* 5. OFFICE ENVIRONMENT: How presentable and professional did you find the office or servicing environment?

Excellent

Good

Fair

Poor

Optional: Can you provide some examples to explain your rating - e.g. comfort factors, moderness, reading material in waiting area, cleanliness etc?

Question Title

* 6. OVERALL EXPERIENCE: How would you rate the overall service you received?

Excellent

Good

Fair

Poor

Optional: Any comments you want to add

Question Title

* 7. PRESENTATION: How well did they present the work they prepared for you? (You can mark multiple boxes).

Personal tax returns presented in our corporate 'Tax Organiser' Envelope to allow for proper storage and retrieval.

Business - end of year accounts professionally bound with a Success Tax Professionals cover and backing sheet - similar to a book with a hard-cover.

Business - documents presented in a Success Tax Professional folder (these typically have a leopard on the cover).

Nothing special - e.g. stapled, no recognisable company stationery used.

I was disappointed with the presentation

Anything you would like to tell us?

Question Title

* 8. KNOWLEDGE: Did you find your accountant knowledgeable and interested in your circumstances?

Yes

Optional: Did they genuinely discuss options and explore your situation by asking questions and offering you information and solutions? Did you find them to have knowledge and add value?

Question Title

* 9. RETURNING & RECOMMENDING: Would you return to the same practice again and recommend them to family or friends?

Yes

Unsure

Question Title

* 10. WHERE: What is the address or suburb that the practice is located in?

Question Title

* 11. WHO: Who was the accountant you saw?

Question Title

* 12. SAVINGS: Did your accountant offer Tax Planning or Business Advisory to you, to avoid missing out on serious tax savings? Tax Planning and advisory services identify strategies and structural changes to greatly improve savings. (You can mark more than one box).

Yes

I would like to know more about Tax Planning options or business adviory if they are relevant to me. (please complete Q13)

Question Title

* 13. YOUR DETAILS:

First Name (as provided to your accountant):

Surname (as provided to your accountant):

Address/Suburb:

Email Address or Tel Number: