2021TaxSeason

Help Us Plan for Next Tax Season!

Please help us plan by answering a few questions. Your feedback is much appreciated!

Thank you!

Name*

First NameLast Name

Spouse's Name (if applicable)

Spouse First NameSpouse Last Name

Who Usually Prepares Your Taxes?

How would you like to handle your 2021 taxes?*

No meeting needed. I'll drop off, mail or upload my taxes.I would like a pre-scheduled meeting with my tax professional.I'd prefer to schedule my in person tax appointment myself.I'm not sure yet; check back later.Other (please explain on next slide).

Please select the option you are most likely to utilize next year.*

Drop off at our officeMailUpload to our secure portalOther

We can't promise that we'll be able to accomodate all requests for in-person appointments, but we will do our best! We enjoy our annual visits with you!

After submitting this survey, you will receive an email with further information based on your survey response. If you have questions about our procedures, please email us at zachery.courter@gmail.com.

Please explain the services you are seeking.

Is there anything else you'd like us to know?