First Name *

Last Name *

Email *

Phone *

How did last quarter go for you, tax-wise? *

Great, no questions

Good, minor questions

Some concerns I'd like to talk through

Some concerns I'd like to talk through I need to talk to someone soon

Anything you'd like us to know or work on this quarter?

Have there been, or do you anticipate, any meaningful changes in your financial or personal situation since our last check-in?" *

Yes

No

What kind of change(s)? *

Income change (raise, new job, lost income, side income)

Marriage or divorce

New dependent (birth, adoption)

Home purchase or sale

Started, sold, or closed a business

Major investment activity (large gains/losses, crypto, etc.)

Inheritance or large gift

Retirement or major retirement-account move (rollover, Roth conversion)

Moved to a new state

Other

Tell us more — what changed, when, and roughly how much $$ is involved? *

How urgent is it? *

Just FYI, no rush

I'd like a call this month

This week if possible

How satisfied have you been with AE Tax Advisors over the past quarter? *

Very satisfied

Satisfied

Neutral

Dissatisfied

Very dissatisfied

Sorry to hear we missed the mark. What's the single biggest thing we could improve? *

Want a partner to give you a call about this? *

Yes

No

Awesome — what's working well? Anyone on the team to shout out?

Since things are going great, would you be willing to leave us a quick review? It really helps others find us.

Yes

No

Anything else?