Client Survey

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Client Survey

The health of our staff, clients, and community is our top priority as we plan for the coming tax season. As we move forward, we need your help to create a more customized approach based on your individual preferences. Please take a moment to complete our short survey.

Client Survey

How comfortable are you coming to our office during the COVID-19 Pandemic? *

I am extremely comfortable coming to your office for professional services I am comfortable coming to your office but only for a brief visit I am comfortable coming to the building but would prefer to drop off outside your office I am not comfortable coming to your office and would prefer another option

How comfortable are you with Computer Technology? *

Very Comfortable Moderately Comfortable Not Comfortable

Which of the following do you have access to? *

Personal Computer with an Internet connection and email Printer with ink and paper Scanner Smart Phone/tablet with data or an Internet connection

How would you like to give us your documents for tax preparation in 2021? *

In person drop off Fax Mail Portal

How would you like to review your completed tax return in 2021? *

In person while maintaining a 6 - foot distance Phone Zoom or other Video Teleconferencing System None – I will review my return on my own and I will call you if I have any questions.

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Home
Meet Our Team
Services
Resources
News
- Stimulus Payments
- Stimulus Scams
Contact Us
- Thanksgiving Message (PDF Download)
- Client Survey
Request Appointment
Referrals