Tax Year 2017
We greatly appreciate the time you are taking to let us know your plans for next tax season. We enjoy working with you and continuously strive to improve the experience we provide. Thank you for your feedback.
Do you intend to engage ATS to prepare your 2017 tax return?
Would you be interested in paying your annual tax preparation fee in monthly installments?
Would you like to meet this summer/fall to discuss:
Planning / adjusting withholding or estimated payments
Starting a new business
Planning / life changes (sold house, sold stock, retired, cashed out IRA/401k funds, etc.)
Are there any other resources or services you wish we provided?
Any other comments or concerns you'd like to share with us?
Send me a copy of my responses.
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