Confidential Survey Click this link for a paper survey As a valued client, we want to thank you for letting us assist you with your financial needs. It is our goal to provide results expertly, efficiently and with the best financial results for you and/or your company. Please take a moment to answer the following brief survey with respect to how well we performed our services. Your participation can be anonymous and your opinions are appreciated. What type of service did we provide you? Tax Planning Tax Returns Accounting and Financial Statements Payroll Services Quickbooks Consulting Other Please rate your satisfaction in the following areas on a scale of 1 to 5 (1 being least satisfied, 5 being most satisfied). Politeness and courtesy of staff: 1     2     3     4     5     Technical skills and knowledge: 1     2     3     4     5     Attention to your concerns and questions: 1     2     3     4     5     Ability to reach the person you called: 1     2     3     4     5     A prompt return call if the person was unavailable: 1     2     3     4     5     Document delivered when promised: 1     2     3     4     5     Technical quality of your service: 1     2     3     4     5     Savings due to our assistance/planning: 1     2     3     4     5     Thoroughness and follow up on any unclear issues: 1     2     3     4     5     Notification of tax legislation changes: 1     2     3     4     5     For any item rated less than a “3”, please explain your concerns with our service so that we may address them. Are you satisfied with your relationship with Caufield & Flood? Yes No If no, what would you change about the firm & how could the firm do better for you: Do you feel comfortable recommending the services of Caufield & Flood? Yes No What do you like most about Caufield & Flood? Do you have needs that are not met? Are there other helpful services that we could provide? Please feel free to add any other comments or suggestions on how we can improve.