REAP · Pre-Season Survey
Our team of CPAs has already done an initial review of your return in preparation for our engagement with you for the upcoming tax season.
What happens next
Tell us about your year
As we prepare for the kick-off of 2025, we wanted to learn a little more about you with a few more questions.
Your CPA team prepares
Our CPAs have already done an initial review of your return — your answers complete the picture.
- We’re honored and excited to having the opportunity to serve you.
Prefer to talk first? Call 762-847-0126.
A few questions before tax season kicks off.
Step 1 of 1 · Before tax season kicks off
Do you believe you might benefit from at least an annual proactive TAX PLANNING meeting? *
Yes
No
We’ll be in contact throughout the tax season. Before we kick-off the preparation of your return, is there anything for 2024 that you believe is worth mentioning at this point (e.g., big life changes)? *
Yes
No
Please describe the notable changes that we may need to consider when preparing your 2024 taxes.
If we asked you a year from now if you enjoyed working with BrookHaven, what would influence your answer? *
