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CPA firm client testimonials
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Contact us
Who We Are
Vision
History
Brand story
Behind the new logo
CPA firm client testimonials
Our team
Recognitions
Giving
Walthall offices
Affiliations and memberships
Services
Tax
State and local taxes
Tax consulting
Tax credits and incentives
Tax planning and strategies
Wealth Preservation
Education planning
Elder information
Estate Planning Info
Retirement and financial planning
Financial Planning Overview
Financial Insights
Assurance
Auditing and accounting
Employee benefit plan audits
Planning and consulting
Forensic and Litigation
Business Advisory
Business valuations
Mergers, acquisitions, and transitions
Financial planning and consulting
Succession planning
Accounting and Bookkeeping
QuickBooks
Industries
Oil and Gas
Construction
Manufacturing and Distribution
Nonprofit Organizations
Professional Services
Real Estate CPAs
News/Events
News
Feature articles
Walthall news
Events calendar
Upcoming events
Blog
Resources
Calculators
Tools, forms, and whitepapers
Useful links
New client information form
Client satisfaction survey
Ohio tax ID verification form
ACA information
Tangible property regulations
Careers
Job opportunities
Client Satisfaction Survey
First Name*
Last Name*
Company
Email*
Phone
Type of Engagement
Tax Return - Corporate
Tax Return - Individual
Tax - other
Audit/Review/Compilation
Business valuation
Campaign Finance
Employee Benefit Plan Audit
Estate Planning
Financial Planning
Forensic/fraud evaluation
Merger/acquisition consulting
Outsourcing
QuickBooks Consulting
Peer review
Retirement Planning
Special Project
Title review
Other
Walthall Office*
Cleveland
Amherst
Mentor
Wooster
Adviser*
May we contact you for a testimonial?
Yes
No
How would you rate the CLIENT SERVICE you received on your most recent engagement?
Stellar
What I expected
Room for improvement
Very disappointed
How satisfied were you with the OVERALL engagement?
Stellar
What I expected
Room for improvement
Very disappointed
Does Walthall provide the services to meet your needs?
Yes
No
Not sure
How would you rate:
(1 being the best and 4 being the worst)
Accessibility
1
2
3
4
Accuracy
1
2
3
4
Communication
1
2
3
4
Cost Benefit
1
2
3
4
Expertise
1
2
3
4
Proactivity
1
2
3
4
Responsiveness
1
2
3
4
Timeliness
1
2
3
4
Understanding your needs
1
2
3
4
Why do you stay with Walthall?
What would make you leave Walthall?
What one message would you like to convey about the firm?
How long have you been a client?
How did you first learn about Walthall?
Would you recommend Walthall to a friend or colleague?
Absolutely
Probably
Not a chance
If you know someone now who would benefit from Walthall's services, please provide their name and contact information.
Comments:
Calculators
Tools, forms, and whitepapers
Useful links
New client information form
Client satisfaction survey
Ohio tax ID verification form
ACA information
Tangible property regulations