Help Us Plan for Next Tax Season!

As we begin to prepare for next tax season, there are few things we feel sure of:

1. We expect the coronavirus to join us for another tax season.

2. We expect to be busier than normal due to the many new laws passed this year.

3. We may still have limited capacity due to Jackson County regulations.

Please help us plan by answering a few questions. Your feedback is much appreciated!

Thank you!

Name*

First Name Last Name

Spouse's Name (if applicable)

Spouse First Name Spouse Last Name

Who Usually Prepares Your Taxes?

When answering the question on the next page, please assume the following:

1. That COVID-19 is still an issue next tax season (January - April of 2022);

2. That masks and social distancing are still required in businesses;

3. That we have limited availability for in-person tax appointments.

How would you like to handle your 2021 taxes?*

No meeting needed. I'll drop off, mail or upload my taxes. I would like a pre-scheduled meeting with my tax professional. I'd prefer to schedule my in person tax appointment myself. I'm not sure yet; check back later. Other (please explain on next slide).

Please select the option you are most likely to utilize next year.*

Drop off at our office Mail Upload to our secure portal Other

We can't promise that we'll be able to accomodate all requests for in-person appointments, but we will do our best! We enjoy our annual visits with you!

After submitting this survey, you will receive an email with further information based on your survey response. If you have questions about our procedures, please email us at receptionist@mmatax.com.

Please explain.

Is there anything else you'd like us to know?