Tax Season Client Feedback
The filing-season debrief: document requests, deadlines, surprises, and stress.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Tax season stress-tests the client relationship annually. This debrief – sent the week after filings complete – captures how it went while memories are vivid: clarity of document requests, deadline management, whether the outcome held surprises, and how stressful the season felt compared to last year.
The surprise question matters most: a tax bill nobody warned them about is a common reason clients switch accountants, and it is preventable with a mid-year conversation this survey will keep reminding you to have.
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Page 1
This tax season
Thank you for trusting us with your tax return. This survey asks how the season went, so we can make next year easier. It takes about 2 minutes.
Q1.How would you rate each part of the season?*
| Poor | Fair | Good | Excellent | Not applicable | |
|---|---|---|---|---|---|
| Clarity of what documents we needed | |||||
| Reminders and deadline management | |||||
| Speed of turnaround | |||||
| Explanation of your return and position |
Q2.Was there anything surprising in your final position?*
- No, as expected
- A pleasant surprise
- An unpleasant surprise I should have been warned about
Q3.Compared to last year, this season felt...
Q4.What should we do differently next season?
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