Client Service Survey

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

  Exceeds Meets Does Not Meet No Opinion
Understanding your needs and concerns
Understanding your business and industry
Providing a strong network or professional resources
Handling your work on a timely basis
Promptly returning your phone calls and emails to us
Partners and staff being available when needed
Keeping you informed of the progress of your projects
Satisfactorily resolving any issues that arise
Treating you courteously
Professional appearance of tax returns and other documents
Providing you appropriate and timely tax planning advice
Helping you meet your tax and financial goals
Providing the services and advice you need from us
Providing you creative solutions and innovative ideas
Clearly communicating our fees and billing policies

  Yes No
If the opportunity presented itself, would you recommend our firm to others?
May we use you as a reference? (If so, please enter your name in the last box below.)
Can you recommend any changes that should be made in the way we do business?
If yes, please describe:

Are there other services we can provide that would be of value to you, such as financial, estate, retirement or business succession planning?
If yes, in what area(s):

Is there anything we can do to improve our service to you?

Other Comments:

Your name (optional):  


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