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Name
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Your answer
Who was your tax preparer?
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Dee
Dennis
Carl
Vinnie
Kevin
Other:
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Visiting our office
Please rate your satisfaction in the following areas on a scale from 1-5 (1 being least satisfied and 5 being most satisfied)
Courteous and professional administrative staff
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1
2
3
4
5
Promptness in greeting and meeting you
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1
2
3
4
5
Accountant Services Provided
Please rate your satisfaction in the following areas on a scale from 1-5.
The accountant listened to my needs and provided good solutions
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1
2
3
4
5
Confident the work is done right
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1
2
3
4
5
Thoroughness and follow up on any unclear issues
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1
2
3
4
5
Enjoyable to work with
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1
2
3
4
5
Other
Please rate your satisfaction in the following areas on a scale from 1-5.
It was easy to make an appointment
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1
2
3
4
5
Communication has been easy with the office
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1
2
3
4
5
Rate your overall visit
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1
2
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4
5
Do you have any suggestions for improving our products/services?
Your answer
McLean Services
Have you used McLean Advisory Group for the following services?
*
Tax Preparation
Tax Planning
Financial Planning
Estate Planning
Social Security Planning
RMD Tax Planning
Life Insurance
Medicare Supplements
Educating on Veteran Benefits
Required
What tax/estate/financial topics do you feel you need to learn more about?
Your answer
Did you know McLean Advisory Group offers free educational workshops to the public, businesses and local groups on various tax, legal and financial topics?
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Yes
No
Would you like to know more about how to have these workshops can be provided to your community, company or group?
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Yes
No
Not Applicable
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