Client Survey

Client Evaluation Survey

Our goal is to provide our tax and payroll 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 or Payroll Advisor 1 2 3 4 5
Amount of time allotted to your appointment?
Ease of dealing with your advisor?
Understanding of your specific needs?
Follow-up on items of concern to you?
Were all your questions answered satisfactorily?
Technical ability of your professional?
Availability during off-season periods (Oct. 16 - Dec. 31)?
Availability during peak-season (Jan. 1 - Oct 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
Payroll Clients 1 2 3 4 5
Online enrollment experience?
Submitting payroll online
Do you have any suggestions or advice on improvements?
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?
What do you like best about the services?
What do you like least about our services?
 
Would you recommend our services to others?
If no, why not? 		      Yes No
 
Your Name (Optional)

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