Thank You! | ProFiler Consulting, LLC

We very much appreciate your business. Thank you for choosing us to work on your taxes.

At this point your return will be e-filed very soon (unless you have chosen to pay by Credit Card or Other).

If you have a moment, please let us know how we did.

How was your overall experience?*

Great
Average
Not good

Great!

We're so happy to hear. We have two optional questions for you if you would be so kind.

Getting my taxes done via email, phone, and/or Zoom was easy and I'd like to do so again next year.

Please select whether you agree or disagree.

Anything we could do to make it even better?

Average experience

We're sorry to hear that you did not have a great experience. Please answer the questions below to help us better understand the situation.

Which aspects were not as good as they should have been?

Sending your information to us
Scheduling a meeting
The method of the meeting
The professionalism of my tax preparer

Sending your information to us

What was the method you used to send us your documents?

Smart Organizer online
Email, website, and/or PDF submission
Drop off at office
Mail
Other

If you used multiple methods, please select the one in which you sent the majority of your information.

Please let us know why sending us your information did not work out as well as it should have.

Scheduling a meeting

How did you book your meeting?

Using website
Communicated with secretary

Finding a day and time that suited my schedule was easy considering how busy tax season is.

Please select whether you agree or disagree.

The secretary responded to my calls and/or emails within 24 business hours.

Please keep in mind that we often have 50-100 appointment requests per day. Please select whether you agree or disagree.

Please let us know how we could improve the scheduling process

The method of the meeting

What was your primary method of meeting with us this year?

Online (Zoom, Meet, video chat)
Phone call(s)
Email(s)
In-person

The quality of my connection was clear and trouble free.

Please select whether you agree or disagree.

I will be happy to have the same meeting method again next year

Please select whether you agree or disagree.

Please let us know how we could have made the meeting better.

Tax preparer professionalism

The tax preparer I worked with was confident and knowledgable.

Please select whether you agree or disagree.

The tax preparer I worked with answered my questions and explained numbers that may have been different.

Please select whether you agree or disagree.

The tax preparer I worked with was pleasant and friendly.

Please select whether you agree or disagree.

Please let us know how your tax preparer could improve.

Anything else we should know about?

Please let us know what we could do better

Oh, no...

We are very sad to hear that your experience was not a good one, please help us to understand why.

Please let us know what went wrong and how we could fix the situation.

Can we fix your experience?

May we contact you to help make things better?

Yes, please
No, thank you

This survey is anonymous. If you made notes above about anything that would require us to reach out to you, please reply "yes" so we can try to help you. Either that or please reach out to your preparer or our secretary.

Please enter your name

First Last

How would you like us to contact you?

Phone
Email

Phone number

Email