Client Survey – November 2019

Thank you for helping us improve our practice! We truly appreciate your time and effort.

Where there is a rating scale from 1 to 5, please consider 5 as “best – agree completely” and 1 as “worst – not doing well here.”

If you would like us to meet with your tax professional, please leave your name below or contact us separately.
If you would like us to meet with your estate attorney, please either leave your name below or contact us separately.
If you would like us to perform an insurance evaluation, please either leave your name below or contact us separately.
If you would like us to contact you, please either leave your name at the end of the survey or contact us separately.