How did your firm handle complex tax queries this busy season?
A:
Very well, we kept up with all changes easily.
B:
It was manageable, but we faced some challenges.
C:
It was difficult, we struggled to keep up with changes.
D:
This wasn’t relevant to my role.
How effective were the tools you used to ensure compliance with federal and state tax laws?
A:
Very effective, they worked perfectly.
B:
Adequate, but not easy to access or too time-consuming.
C:
Ineffective, we faced issues with compliance or recency of information.
D:
I didn’t use these tools.
How would you rate your process for researching international tax regulations that could impact your clients?
A:
Great, we had no problems and have a strong process in place.
B:
Good, but there are areas that could use some improvement.
C:
Poor, we had trouble finding reliable resources or we have an inefficient way to do this.
D:
This isn’t part of my firm’s scope.
How did your firm address client-specific tax issues that needed detailed research?
A:
We addressed them well with the resources we had.
B:
We were able to address them, but it was challenging at times.
C:
We struggled to address them due to insufficient resources.
D:
This wasn’t relevant to my firm.
How well is tax research integrated into your workflow?
A:
It’s seamless, there are no gaps.
B:
It’s integrated somewhat but there are gaps.
C:
There’s no integration and there are significant gaps.
D:
This isn’t something my firm considers.
How did your firm use AI tools, both free and paid, for tax research this busy season?
A:
Extensively, they are integral to our tax research process.
B:
Occasionally, they are used in very specific tasks or cases.
C:
Rarely, we didn’t rely on AI tools to help with tax research.
D:
AI is not used in my role.
How complete and thorough did you find the tax research resources you used this season?
A:
Very complete and thorough, they met all our needs.
B:
Somewhat complete and thorough, there were gaps.
C:
Not complete or thorough, we needed additional information or multiple resources.
D:
We didn’t use tax research resources.
