Placement Questionnaire

* Indicates required question

1. What is your current annual gross revenue? *

Under $500K

$500K – $1M

$1M – $3M

$3M – $7M

$7M+

Other

This is a required question.

2. How many team members do you currently have (including yourself)? *

Solo

2–5

6–20

20+

This is a required question.

3. If you were to sell today, what do you believe your firm is worth? *

Unsure

1x revenue

2–3x EBITDA

Higher

Other

This is a required question.

4. How many clients do you have? *

0–10

11–25

26–50

51–75

76+

Other

This is a required question.

5. Approximately how many tax returns does your office prepare annually? *

Under 500

500–1,000

1,001–2,500

2,501–5,000

5,000+

This is a required question.

6. Which tax software(s) does your firm currently use? *

Lacerte

UltraTax CS

CCH Axcess

Drake Tax

ProSeries

Other

Please select at least one option.

7. Where does your firm primarily store processes, SOPs, and internal documentation? *

Google Drive

Microsoft SharePoint / OneDrive

Notion

Practice Management Software (Karbon, TaxDome, etc.)

Asana

ClickUp

Other

This is a required question.

8. How would you rank your office's operational efficiency? *

Stone Age: paper stacks, sticky notes, and pure survival mode

Filing Cabinet Era: organized chaos with a strong attachment to paper

75% Digital: mostly streamlined, with a few mystery processes still alive

Efficient & Automated: systems are working and the team actually knows where things are

Future of Tax: smooth workflows, automation, and borderline suspicious efficiency

Other

This is a required question.

9. What is the biggest operational bottleneck in your firm today?

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