Rating calculations

Here's an explanation of how our rating system works.

The rating scale goes from 1 (lowest) to 5 (highest).

Tax Preparer rating questionnaire

Overall Impression: Please provide your overall impression of your experience.
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Summary & Review (of your return): How satisfied are you with the way the preparer explained the results of your prepared tax return?
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Attentiveness (time spent): How satisfied are you with the amount of time the preparer spent with you?
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Communication: Please rate your preparer’s ability to listen and answer questions.
* Included in the calculation of the overall rating
  • [ 5 ]  Very communicative
  • [ 4 ]  Somewhat communicative
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat uncommunicative
  • [ 1 ]  Uncommunicative
Explanation of Services: Were you made aware of prices, payment options, refund methods, and other processes prior to beginning the preparation of your return?
* Included in the calculation of the overall rating
  • [ 5 ]  Very aware
  • [ 4 ]  Somewhat aware
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat aware
  • [ 1 ]  Not aware

Office rating questionnaire

Overall Value: In your experience, are you satisfied with the quality of service you received compared to the price you paid?
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Convenience: How well does this office offer modern service options, such as internet/phone account access, drop-off/pick-up service, etc.?
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Promotional Offers: Were you satisfied with their promotional programs (loyalty discounts, referral bonuses, etc.).
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Appearance and Atmosphere: What was your impression of this office’s appearance and atmosphere?
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied
Contact & Communication: How satisfied were you with your ability to contact and communicate with this office via phone, email, etc.?
* Included in the calculation of the overall rating
  • [ 5 ]  Very satisfied
  • [ 4 ]  Somewhat satisfied
  • [ 3 ]  Neutral
  • [ 2 ]  Somewhat dissatisfied
  • [ 1 ]  Very dissatisfied

Rating scheme

We use the following scheme to convert the number scale into descriptive ratings:

4.75 – 5.00

Superior

4.25 – 4.75

Excellent

3.75 – 4.25

Very good

3.25 – 3.75

Good

2.75 – 3.25

Not bad

2.25 – 2.75

Questionable

1.75 – 2.25

Very bad

1.25 – 1.75

Extremely bad

0.00

Not rated yet

All data on this website is collected from public sources. Our data reflects the most accurate information available at the time of publication.

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