Tax Service Feedback
Thank you for choosing TTS Tax Service and American Patriot Tax Relief. We value your feedback and would appreciate hearing about your experience. We are always looking for ways we can make this process better for our clients. Your answers are considered as we plan for the next tax season. Please take a few moments to complete this form.
Client Experience
From the moment you first contacted us, until you received your tax return, or resolved your issue, how did we do?
Overall Satisfaction: Please rate your experience with the services provided.
Excellent
Good
Neutral
Did not meet Expectations
Other
Timeliness: Was your tax return completed in a timely manner?
Yes, I was satisfied with the turn around time
No, it took longer than I anticipated
I expected it could take longer due to my tax situation this year.
I turned in my documents late and was aware I may be put on a filing extension
Professionalism of Staff: How would you rate the professionalism and helpfulness of our staff?
Excellent
Good
Neutral
Poor
Other
Value for Money: Do you feel the services provided were worth the cost?
Yes
No
I have not compared pricing
Yes, I have compared pricing
Ease of the Process: Was the process of filing your taxes easy to understand and complete?
Very Easy
Somewhat Easy
Neutral
Difficult
Very Difficult
Other
Communication: How effective was communication
(We have sent blast emails, implemented texting, and added a Client Service Liaison to our staff)
Texting: To increase efficiency and avoid "phone tag," was this helpful?
Don't use
1
2
3
4
Prefer
5
1 is Don't use, 5 is Prefer
Availability of staff to answer my call or email in a timely manner.
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Client letters are sent in November, to highlight our process. Is this helpful?
Not needed
1
2
3
4
Helpful
5
1 is Not needed, 5 is Helpful
Throughout the year, blast emails are sent was this useful?
Not really
1
2
3
4
Helpful
5
1 is Not really, 5 is Helpful
What is your preferred method for setting up appointments with us?
Calendly link (www.calendly.com/loriferry/appointment)
Prefer to call the office and have them set up my appointment
Email to request an appointment
Should we include you on our list to receive an organizer in January? If yes, this requires you to fill out your contact information at the end of this form.
Yes, please mail an organizer to me
Yes, please send through Verifyle
I use Intuit and won't need a paper copy of the organizer
No, I won't require an organizer
Availability to make appointments
Plenty of time slots were open
Not enough time slots open after 4PM, M-F
Saturday appointments are my preference
Slots were not sufficient for my schedule
If you received a "draft" copy of the tax return prior to our review, was this helpful?
Not requested
1
2
3
4
Very helpful
5
1 is Not requested, 5 is Very helpful
How did you send us your documents?
(Remote service allowing uploading, payment and signing for my tax return, or ability to do it in the office)
Uploading Tax Documents through the Intuit Link
Difficult
1
2
3
4
Easy to use
5
1 is Difficult, 5 is Easy to use
Uploading Tax Documents through Verifyle
Difficult
1
2
3
4
Easy to Use
5
1 is Difficult, 5 is Easy to Use
Which method of sending us documents are you likely to use next tax season?
Drop off or mail to the Office
Intuit Link
Verifyle
Prefer In Office Appointment to discuss my documents
Additional Services we offer
(Audit Detection /Account Monitoring, Withholding Analysis, Tax resolution assistance with tax debt, setting up payment plans, let us know if you would like information on any of these additional services)
Which of these services have you used this past year:
Audit Detection Service
Assistance answering an IRS or State letter
Withholding analysis recommendations
Tax Class for my dependent, saving us money and teaching them about taxes
Setting up a payment plan
Negotiating Tax Debt with IRS
I would like to learn more about these other services.
What attributes or services are important to you when choosing a Tax Pracitioner?
Relationship of Trust
Ability to explain and answer my questions
They have a history of my taxes
Availability of time
Price is right for value received
Offering remote service options
Available for In-Office visits
Other
Final Thoughts?
Please provide any thoughts, or suggestions you would like to share with us.
*Your input is appreciated. Your opportunity to tell us where we served you well, and what areas of Improvement would you like us to work on.
Optional: Contact Details
Your Name
First Name
Last Name
E-mail
Phone Number
-
Area Code
Phone Number
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