Cs-07-056 - Study To Measure Satisfaction Of Tax Professionals For Irs Small Business/self-employed Customers; Cs-07-067 - Study To Measure Customer Satisfaction Irs Sb/se Estate & Gift Tax Customers

IRS ESTATE & GIFT TAX EXAMINATION

CUSTOMER SATISFACTION SURVEY

The IRS is trying to improve its service to the public. You can help in this important mission by

answering the questions below. This voluntary survey should take less than five minutes to

complete. When completing this survey, please mark your responses with an ‘x’ using a blue or

black pen like this example . Do not mark outside of the response area like this example . Your

responses will be kept anonymous to the IRS. If you have any questions about this survey, you may call

The Survey Processing Center Helpline at 1-866-377-8208.

The questions that follow ask your opinion regarding how the IRS

handled your most recent Estate & Gift Tax examination. For each

question, regardless of whether you agree or disagree with the final

outcome, please indicate y our opinion by choosing a number from

1 to 5, where 1 means “Very Dissatisfied” and 5 means “Very Satisfied.”

a. Explanation of why you were being examined. .................................................

b. Explanation of the exam process. ......................................................................

c. Ease of understanding the notice regarding your initial appointment. ...............

d. Time given you to provide requested information to the IRS. ..........................

e. Time the IRS took to respond to you. ................................................................

f. Flexibility of auditor in scheduling meetings. ....................................................

g. Reasonableness of the information you were asked to provide. ........................

h. Explanation of why records were required after initial appointment. ................

i. Business knowledge of your auditor. .................................................................

j. Tax knowledge of your auditor. .........................................................................

k. Courtesy of your auditor. ..................................................................................

l. Consideration given to the information you submitted. ......................................

m. Length of the exam process from start to finish. ..............................................

n. Amount of time you had to spend on the examination. .....................................

o. Understanding that you have payment options. .................................................

p. Explanation of why adjustments were made. ....................................................

q. Fairness of treatment by the IRS. ......................................................................

Regardless of whether you agree or disagree with the final outcome,

how would you rate your overall satisfaction with the way your

Estate & Gift Tax examination was handled?...........................................................

A







re you...?

The taxpayer

A tax professional who represented the taxpayer

S

Please continue on next page

omeone else who represented the taxpayer

If you have been unable to resolve any specific problems with your tax matter through the normal IRS channels, or now

face a significant hardship due to the application of the tax law, we encourage you to contact the Taxpayer Advocate

Service at 1-877-777-4778.



Use this space for comments, or suggestions for improvement.

Paperwork Reduction Act Notice

The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this study or suggestions on making this process simpler, please write to the: Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP,1111 Constitution Ave. NW, Washington, DC 20224.

Thank you for completing the survey.

Please return this questionnaire by mail using the enclosed business return envelope.