We would like to thank you for taking your time to complete this survey. Your feedback is very important to us and we truly appreciate and value your comments. It will also help us better understand and serve your needs.
All comments are completely anonymous, unless you would like to provide your contact information for us to respond to your comments. All of these fields are entirely optional.
City / State / Zip
1. Please select the service that you are filling this survey for?
Wealth Management & Investment
Business Coaching & Consulting
Accounting & Financial Management
2. How long have you been using this service?
Less than a year
More than 8 years
3. Did you purchase a specific product from us?
4. What is your overall satisfaction with this service or product?
5. How would you describe your overall client experience with InConcert Financial Group?
6. How satisfied are you with your relationship with InConcert Financial Group in the following areas?
Does Not Apply
On Time Delivery
Understanding of your Needs
Responsiveness to your Questions/Issues
Flexibility and Personalization of Service
Courtesy of Staff
Expertise of our Consultants
7. Why did you choose us for our service or product?
8. What made our service special to you?
9. What would you recommend to improve any part of our service or product?
10. How likely would you be to recommend our services to your colleagues and friends?
Comments or Referrals:
11. Thank you for completing our survey! Additional feedback, comments or questions:
InConcert Financial Group (a Biesheuvel Scarpa company) - California Tax Accountant feedback form. Our expertise features a comprehensive range of economic management strategies, including Financial Planning, Wealth Management, Business Consulting, Accounting, and Tax Services. Our FORTE Newsletter offers direct, concrete advice to maximize your investments and business potential.