Annual Client Satifaction Survey

Dear Valued Client,

With the completion of your tax returns enclosed, we want to take the opportunity to thank you for your reliance on our firm to assist you with your tax, accounting and advisory services this year. It has been a pleasure to serve you!

At Yarmak & Co., CPA, we are truly committed to excellence. It is our goal to consistently serve you, at tax time and throughout the year, with innovative strategies and personalized service in order to help you make the most of your business and personal resources. Thank you for your participation, we rely on your feedback as a vital tool to gauge our success in providing you the expertise and quality service you desire.

Will you please take a few moments to fill out the survey below to let us know how we are doing and how we might better serve you? Simply rate us in the areas listed based on your satisfaction with our team and the services we provide. (Space is provided below to elaborate or provide further comments which you believe would be beneficial to us.) Should you have any questions or wish to discuss any of these areas with us directly, please feel free to call us at 810-632-9000. Thank you!

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* 1. Visiting our office

	Extremely Satisfied	Largely Satisfied	Satisfied	Not Satisfied	Extremely Dissatisfied	Not Applicable
Politeness and courtesy of professional and administrative staff	Politeness and courtesy of professional and administrative staff Extremely Satisfied	Politeness and courtesy of professional and administrative staff Largely Satisfied	Politeness and courtesy of professional and administrative staff Satisfied	Politeness and courtesy of professional and administrative staff Not Satisfied	Politeness and courtesy of professional and administrative staff Extremely Dissatisfied	Politeness and courtesy of professional and administrative staff Not Applicable
Promptness in greeting and meeting with you	Promptness in greeting and meeting with you Extremely Satisfied	Promptness in greeting and meeting with you Largely Satisfied	Promptness in greeting and meeting with you Satisfied	Promptness in greeting and meeting with you Not Satisfied	Promptness in greeting and meeting with you Extremely Dissatisfied	Promptness in greeting and meeting with you Not Applicable
Attention to your concerns and quesitons	Attention to your concerns and quesitons Extremely Satisfied	Attention to your concerns and quesitons Largely Satisfied	Attention to your concerns and quesitons Satisfied	Attention to your concerns and quesitons Not Satisfied	Attention to your concerns and quesitons Extremely Dissatisfied	Attention to your concerns and quesitons Not Applicable

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* 2. Contacting our office by phone or email

	Extremely Satisfied	Largely Satisfied	Satisfied	Not Satisfied	Extremely Dissatisfied	Not Applicable
Politeness and courtesy of our Receptionists	Politeness and courtesy of our Receptionists Extremely Satisfied	Politeness and courtesy of our Receptionists Largely Satisfied	Politeness and courtesy of our Receptionists Satisfied	Politeness and courtesy of our Receptionists Not Satisfied	Politeness and courtesy of our Receptionists Extremely Dissatisfied	Politeness and courtesy of our Receptionists Not Applicable
Ability to reach the person you requested	Ability to reach the person you requested Extremely Satisfied	Ability to reach the person you requested Largely Satisfied	Ability to reach the person you requested Satisfied	Ability to reach the person you requested Not Satisfied	Ability to reach the person you requested Extremely Dissatisfied	Ability to reach the person you requested Not Applicable
Voicemails & emails are returned within the 2 day guarantee	Voicemails & emails are returned within the 2 day guarantee Extremely Satisfied	Voicemails & emails are returned within the 2 day guarantee Largely Satisfied	Voicemails & emails are returned within the 2 day guarantee Satisfied	Voicemails & emails are returned within the 2 day guarantee Not Satisfied	Voicemails & emails are returned within the 2 day guarantee Extremely Dissatisfied	Voicemails & emails are returned within the 2 day guarantee Not Applicable

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* 3. Preparation of your tax returns and other documents

	Extremely Satisfied	Largely Satisfied	Satisfied	Not Satisfied	Extremely Dissatisfied	Not Applicable
Keeping you informed of the progress of your returns	Keeping you informed of the progress of your returns Extremely Satisfied	Keeping you informed of the progress of your returns Largely Satisfied	Keeping you informed of the progress of your returns Satisfied	Keeping you informed of the progress of your returns Not Satisfied	Keeping you informed of the progress of your returns Extremely Dissatisfied	Keeping you informed of the progress of your returns Not Applicable
Returns were delivered when promised	Returns were delivered when promised Extremely Satisfied	Returns were delivered when promised Largely Satisfied	Returns were delivered when promised Satisfied	Returns were delivered when promised Not Satisfied	Returns were delivered when promised Extremely Dissatisfied	Returns were delivered when promised Not Applicable
General appearance of your tax return package	General appearance of your tax return package Extremely Satisfied	General appearance of your tax return package Largely Satisfied	General appearance of your tax return package Satisfied	General appearance of your tax return package Not Satisfied	General appearance of your tax return package Extremely Dissatisfied	General appearance of your tax return package Not Applicable
Technical quality of your tax returns & documents	Technical quality of your tax returns & documents Extremely Satisfied	Technical quality of your tax returns & documents Largely Satisfied	Technical quality of your tax returns & documents Satisfied	Technical quality of your tax returns & documents Not Satisfied	Technical quality of your tax returns & documents Extremely Dissatisfied	Technical quality of your tax returns & documents Not Applicable
Savings due to our assistance/planning	Savings due to our assistance/planning Extremely Satisfied	Savings due to our assistance/planning Largely Satisfied	Savings due to our assistance/planning Satisfied	Savings due to our assistance/planning Not Satisfied	Savings due to our assistance/planning Extremely Dissatisfied	Savings due to our assistance/planning Not Applicable
Thoroughness and follow up on any unclear issues	Thoroughness and follow up on any unclear issues Extremely Satisfied	Thoroughness and follow up on any unclear issues Largely Satisfied	Thoroughness and follow up on any unclear issues Satisfied	Thoroughness and follow up on any unclear issues Not Satisfied	Thoroughness and follow up on any unclear issues Extremely Dissatisfied	Thoroughness and follow up on any unclear issues Not Applicable

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* 4. Quality of service provided to you throughout the year

	Extremely Satisfied	Largely Satisfied	Satisfied	Not Satisfied	Extremely Dissatisfied	Not Applicable
Understanding your needs and concerns	Understanding your needs and concerns Extremely Satisfied	Understanding your needs and concerns Largely Satisfied	Understanding your needs and concerns Satisfied	Understanding your needs and concerns Not Satisfied	Understanding your needs and concerns Extremely Dissatisfied	Understanding your needs and concerns Not Applicable
Providing the services and advice you need from us	Providing the services and advice you need from us Extremely Satisfied	Providing the services and advice you need from us Largely Satisfied	Providing the services and advice you need from us Satisfied	Providing the services and advice you need from us Not Satisfied	Providing the services and advice you need from us Extremely Dissatisfied	Providing the services and advice you need from us Not Applicable
Handing your work on a timely basis	Handing your work on a timely basis Extremely Satisfied	Handing your work on a timely basis Largely Satisfied	Handing your work on a timely basis Satisfied	Handing your work on a timely basis Not Satisfied	Handing your work on a timely basis Extremely Dissatisfied	Handing your work on a timely basis Not Applicable
Courtesy & competency of the team members you work with	Courtesy & competency of the team members you work with Extremely Satisfied	Courtesy & competency of the team members you work with Largely Satisfied	Courtesy & competency of the team members you work with Satisfied	Courtesy & competency of the team members you work with Not Satisfied	Courtesy & competency of the team members you work with Extremely Dissatisfied	Courtesy & competency of the team members you work with Not Applicable
Satisfactory resolving any issues that arise	Satisfactory resolving any issues that arise Extremely Satisfied	Satisfactory resolving any issues that arise Largely Satisfied	Satisfactory resolving any issues that arise Satisfied	Satisfactory resolving any issues that arise Not Satisfied	Satisfactory resolving any issues that arise Extremely Dissatisfied	Satisfactory resolving any issues that arise Not Applicable
Helping you meet your tax and financial goals	Helping you meet your tax and financial goals Extremely Satisfied	Helping you meet your tax and financial goals Largely Satisfied	Helping you meet your tax and financial goals Satisfied	Helping you meet your tax and financial goals Not Satisfied	Helping you meet your tax and financial goals Extremely Dissatisfied	Helping you meet your tax and financial goals Not Applicable
Providing you creative solutions and innovative ideas	Providing you creative solutions and innovative ideas Extremely Satisfied	Providing you creative solutions and innovative ideas Largely Satisfied	Providing you creative solutions and innovative ideas Satisfied	Providing you creative solutions and innovative ideas Not Satisfied	Providing you creative solutions and innovative ideas Extremely Dissatisfied	Providing you creative solutions and innovative ideas Not Applicable
Reasonableness of fees for the services rendered	Reasonableness of fees for the services rendered Extremely Satisfied	Reasonableness of fees for the services rendered Largely Satisfied	Reasonableness of fees for the services rendered Satisfied	Reasonableness of fees for the services rendered Not Satisfied	Reasonableness of fees for the services rendered Extremely Dissatisfied	Reasonableness of fees for the services rendered Not Applicable

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* 5. What type of returns did we prepare for you this year?

Personal

Business

Trust/Estate

Other (please specify)

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* 6. Additional Feedback

If you were not satisfied, do you have any specific suggestions on how we can improve?

If the opportunity presented itself, would you recommend our firm to others? Why or Why not?

Can you recommend any changes that should be made in the way we do business? If yes, please describe.

Are there other services we can provide that would be of value to you, such as estate tax, retirement tax planning, college savings planning, business services? If yes, in what area(s)?

Is there anything we can do to improve our service to you?

Other comments:

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* 1. Visiting our office

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* 2. Contacting our office by phone or email

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* 3. Preparation of your tax returns and other documents

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* 4. Quality of service provided to you throughout the year

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* 5. What type of returns did we prepare for you this year?

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* 6. Additional Feedback

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* 7. Your name (optional)