What is your primary consideration when choosing a tax preparer?
Experience Cost Reputation Location Specialization
How important is personal attention from your tax preparer?
Very important Moderately important Slightly important Not important I prefer virtual interactions
What level of certification do you prefer in a tax preparer?
CPA (Certified Public Accountant) EA (Enrolled Agent) Tax attorney PTIN holder No preference
Do you prefer a tax preparer from a large firm or an independent practitioner?
Large firm Independent practitioner No preference
What additional tax-related services are you interested in?
Tax planning Bookkeeping Retirement planning Payroll services Tax resolution services
All set, how can we reach you?
Name
Email
Phone
(Details here)
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