Tax Organizer
Home
About
FAQ
Calendar
Tools
Downloads
Books
Contact
Links
Feedback
Tax
Clergy
Support
Investing
Insurance
Consulting

Client Feedback Form

You can help us serve better!
Please take a few minutes and let us know your thoughts. Check only what applies. Our goal is to rejoice where we do well and improve as needed. As we continue to expand, we aim to keep your needs foremost in our planning and prayers. All answers are confidential within our office. No names are required.

An answer of "1" indicates that we need to improve in an area. An answer of "5" indicates that we are doing a great job in serving you.

To prevent spamming, please enter the current year:
Preparer
(if applicable; may be more than one):
Steve
Louanda
Rebecca
Kevin
Nancy
Cathy
Low Avg High
Please rate your experience: 1 2 3 4 5
Courteousness of staff
Amount of time allotted to your appointment
Ease of working with your professional
Your professional's understanding of your specific needs
Follow-up on items of concern to you
All your questions answered satisfactorily
Availability of tax preparer when needed
Promptness of completing work
Promptness of returning phone calls or other correspondence
Fees appropriate for the services provided
Overall quality
Please rate our website:
Ease of navigation
Usefulness of content
Do you have any comments or suggestions? How can we improve? Please be specific.
Would you recommend our services to others?
Would you like us to send you some referral cards to give to your friends? If so, enter your contact information in the box below.

Please select all that apply (optional, for classification purposes only):
Gender:
Age Group:

Category (may be in more than one): Clergy
Non-Clergy
New Homeowner
Landlord
Retired


Top

Main | About | Contact | Feedback

2013 R. Shul | Updated 05/28/13 | Terms | Ph. 800.456.1803 | Fax 330.493.1807

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP©, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.