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Client Satisfaction Questionnaire

As a valued client, we want to thank you for letting us assist you with your tax return
preparation this year. It is our goal to complete your return expertly, efficiently and with the
best financial results for you and your company. However, for us to continue to improve the
delivery of our services to you, we need your feedback.

Please take a moment to answer the following brief survey with respect to how well we
performed our services this tax season. Your participation is anonymous and your opinions
are appreciated.

1. What type of return(s) did we prepare for you this year? Personal Business Trust Other

2. Which [Firm Name] office prepared your return? Boulder Longmont Fort Collins Littleton

3. Please rate your satisfaction in the following areas on a scale of 1 to 5 (1 being least satisfied, 5 being most satisfied).
Visiting our office
Politeness and courtesy of professional and administrative staff 1 2 3 4 5 n/a
Promptness in greeting and meeting you 1 2 3 4 5 n/a
Technical skills and knowledge 1 2 3 4 5 n/a
Attention to your concerns and questions 1 2 3 4 5 n/a

Contacting our office by phone

Politeness and courtesy of receptionist 1 2 3 4 5 n/a
Ability to reach the person you requested 1 2 3 4 5 n/a
Expediency in reaching the person you requested 1 2 3 4 5 n/a
Voice mail system 1 2 3 4 5 n/a
A prompt return call if the person was unavailable 1 2 3 4 5 n/a

Preparation of your tax return

Delivered when promised 1 2 3 4 5 n/a
General appearance of your tax return package 1 2 3 4 5 n/a
Technical quality of your tax return 1 2 3 4 5 n/a
Savings due to our assistance/planning 1 2 3 4 5 n/a
Thoroughness and follow up on any unclear issues 1 2 3 4 5 n/a
Notification of tax legislation changes 1 2 3 4 5 n/a

4. For any item rated less than a 3, please explain your concerns with our service so that we may address them.

5. Have you used [Firm Name] for any of our other services besides tax return preparation in the past year? If so, please indicate.
Tax Planning Accounting Software Compilation or Review Services Audit Services
Business Valuation Litigation Support Personal Financial Planning Business Consulting
Other _________________________________

6. Are there any other services you are interested in [Firm Name] offering to our clients? Please list.

7. Are you satisfied with your relationship with [Firm Name]? Yes No

8. Do you feel comfortable recommending the services of [Firm Name]? Yes No

9. What do you like most about [Firm Name]?

10. Please feel free to add any other comments or suggestions on how we can improve.

Thank you for taking the time to give us this important feedback.
Please return this survey in the enclosed postage paid envelope.