Individual/Family Survey

Please print and complete this survey, and fax it to us.

  Very Satisfied Satisfied Dissatisfied Very Dissatisfied N/A
Timeliness          
Promptness in returning calls
Submission of tax returns
General response to requests
Follow up on open items
Resolution of mistakes
Availability
Quality of Work          
Tax returns, financial statements and other documents
Tax planning and advice
Personal financial planning
Creativity in providing solutions
Proactiveness (we anticipate your needs)
Foster open communication , listening to your concerns
Our Services          
We clearly communicate about the services we offer
Satisfaction with the amount of personal attention you are receiving from us

How are you treated when you call and/or visit our office?


Would you like to receive our quarterly newsletters? Yes    No
Have you recommended our Firm to any of your associates, colleagues or friends in the past year? Yes    No

If, Yes, what can we do?


Would you be interested in receiving periodic mailings from us via email? Yes    No
Is there an employee that you would like to recognize for their services provided to you this year? Yes    No

If, Yes, name:

Reason:


Other Comments:





Thank you for taking time to complete this survey! Print it and fax to 408-377-0821.

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Email:




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