Have you used tax services before?
Yes No
What is the primary reason you seek tax services?
Tax preparation Tax planning Tax consultation Tax issue resolution Other
What type of taxes do you need help with?
Personal income tax Business tax Estate tax Other taxes Not sure
How frequently do you require tax services?
Annually Quarterly Monthly Irregularly Never used tax services
What level of expertise do you expect from your tax professional?
Basic knowledge Intermediate expertise Advanced tax skills Specialized tax knowledge Not sure
How important is customer service to you in tax services?
Extremely important Very important Moderately important Slightly important Not important
All set, how can we reach you?
Name
Email
Phone
(Details here)
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