Our firm is pleased you have allowed us to handle your tax, accounting and insurance matters. As potentially major legislative developments take place, we are always available to discuss the impact of a new or pending tax law on your personal or business situation. In addition, to meet our commitment to you, we are constantly trying to identify ways to improve the quality of the services we offer. To help us in this process, please take a few moments to complete and submit the survey below. All responses will be kept confidential. Also, we are always honored when clients refer others to us for assistance. Thank you for allowing us to be of service.

Please mark the appropriate column to tell us how our firm meets your expectations in the following areas.

Understanding your needs
Understanding your business
Provide professional referrals
Complete work on a timely basis
Timely return calls and emails
Staff availability
Timely progress updates
Treating you courteously
Tax return presentation
Provide tax planning advice
Help you meet your tax goals
Provide creative solutions
Communicate our billing policies
Reasonableness of fees
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