Taxpayer Quality Assurance Survey
In an effort to improve our quality assurance process, please complete the below questionnaire.
I (Taxpayer),
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First Name
Last Name
Provided information regarding education and/or other items to (Preparer Name).
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First Name
Last Name
For Tax Years. In connection with the preparation of my tax returns for those years. (check all that apply)
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2018
2017
2016
2015
All of the above
The information that I furnished to my (preparer name), was the same information used by (preparer name).
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First Name
Last Name
To prepare my returns for the above listed years. This data was provided truthfully, accurately, and contained no misrepresentations. I have the substantiation to support these expenses and/or other items given to (preparer name).
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First Name
Last Name
Overall how would you rate your experience with you tax professional?
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Excellent
Good
Needs Improvement
Poor
Taxpayer Name,
*
First Name
Last Name
DateTime
Taxpayer Signature
Clear
Charlotte Yoakum
ITR Houston
832.387.1039
Submit
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