Client Evaluation Survey

Our goal is to provide our clients with exceptional service. We strive to supply our clients with friendly and professional service. We believe our staff is adept at providing first-rate service, but what do you think? If you have a few minutes of time, we would appreciate hearing your comments. The more feedback you supply us with, the better we can access your needs and tailor services to respond to your requests. As always, we are appreciative of your time and look forward to your assessment of how we are doing. Thank you!

Please complete the following survey to the best of your ability. Please select a rating from the following scale indicating your level of satisfaction. A vote of Low or [1] is a poor rating (improvement is warranted) and High or [5] is an excellent rating (no improvement is needed).

	Low		Avg		High
Appointment Scheduling	1	2	3	4	5
Ability to receive a convenient appointment?
A professional manner was used when scheduling appointments?
Courtesy was used when rescheduling appointments?
Do you have any other information to share?


	Low		Avg		High
Office Staff	1	2	3	4	5
Courtesy of the office staff?
Promptness of returning your phone calls?
Manner in which phone calls are handled?
Should we make any changes


	Low		Avg		High
Your Tax Professional	1	2	3	4	5
Amount of time allotted to your tax appointment?
Ease of dealing with your tax professional?
Understanding of your specific needs?
Follow-up on items of concern to you?
Were all your questions answered satisfactorily?
Technical ability of your tax professional?
Availability during off-season periods (Oct. 16 - Dec. 31)?
Availability during peak-season (Jan. 1 - April 15)?
Overall value of the professional services provided?
Promptness of completing work?
Promptness of returning phone calls?
Do you have any other thoughts to share?


	Low		Avg		High
Fees & Billing Procedures	1	2	3	4	5
Value of services provided for the fee charged?
Billing methods and procedures?
Do you have any suggestions or advice on improvements?


	Low		Avg		High
Quality	1	2	3	4	5
Overall quality of services you received?
Do you have any suggestions on how we can improve?


Other Important Questions
What do you like best about the services we provide?


What do you like least about our services?


Would you recommend our services to others?	Yes	No
If no, why not?

If you would like us to call you in reference to this survey, please enter your contact information in the box above.