Client
Satisfaction Questionnaire
[LOGO]
As
a valued client, we want to thank you for letting
us assist you with your tax return preparation
this year.
It is our goal to complete your return
expertly, efficiently and with the best financial
results for you and your company. However,
for us to continue to improve the delivery of our
services to you, we need your
feedback.
Please take a moment to answer the
following brief survey with respect to how well we
performed our services this tax season. Your
participation is anonymous and your opinions are
appreciated.
1.
What
type of return(s) did we prepare for you this
year?
o
Personal
o
Business
o
Trust
o
Other
2.
Which
[Firm Name]
office prepared your return?
o
Boulder
o
Longmont
o
Fort Collins
o
Littleton
3.
Please
rate your satisfaction
in the following areas on a scale of 1 to 5 (1 being
least satisfied, 5 being most
satisfied).
Visiting
our office
Politeness
and courtesy of professional and administrative
staff
1
2
3
4
5
n/a
Promptness
in greeting and meeting you
1
2
3
4
5
n/a
Technical
skills and knowledge
1
2
3
4
5
n/a
Attention
to your concerns and questions
1
2
3
4
5
n/a
Contacting
our office by phone
Politeness
and courtesy of receptionist
1
2
3
4
5
n/a
Ability
to reach the person you requested
1
2
3
4
5
n/a
Expediency
in reaching the person you requested
1
2
3
4
5
n/a
Voice
mail system
1
2
3
4
5
n/a
A
prompt return call if the person was
unavailable
1
2
3
4
5
n/a
Preparation
of your tax return
Delivered
when promised
1
2
3
4
5
n/a
General
appearance of your tax return package
1
2
3
4
5
n/a
Technical
quality of your tax return
1
2
3
4
5
n/a
Savings
due to our assistance/planning
1
2
3
4
5
n/a
Thoroughness
and follow up on any unclear issues
1
2
3
4
5
n/a
Notification
of tax legislation changes
1
2
3
4
5
n/a
4.
For
any item rated less than a “3”, please explain
your concerns with our service so that we may
address them.
5.
Have
you used [Firm Name] for
any of our other services besides tax return
preparation in the past year? If so,
please indicate.
o
Tax Planning
o
Accounting Software
o
Compilation or Review Services
o
Audit Services
o
Business Valuation
o
Litigation Support
o
Personal Financial Planning
o
Business Consulting
o
Other
_________________________________
6.
Are
there any other services you are interested in
[Firm Name]
offering to our clients? Please
list.
7.
Are
you satisfied with your relationship with [Firm
Name]?
o
Yes
o
No
8.
Do
you feel comfortable recommending the services of
[Firm Name]?
o
Yes
o
No
9.
What
do you like most about [Firm Name]?
10.
Please
feel free to add any other comments or suggestions
on how we can improve.
Thank
you for taking the time to give us this important
feedback.
Please
return this survey in the enclosed postage paid
envelope.
