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2003 Tax Return Survey Responses

June 16, 2004

Dear Client:

As in previous years, we have mailed surveys to our clients requesting opinions and feedback on the preparation of their income tax returns. The results have been unbelievably positive!

Please glance through a few of the many comments received below:

Would you recommend our Firm to others? If so, why?

  • Yes, John is either available or very quick to return a phone call. He is very patient and helpful. He never rushes me off the phone and explains everything so that we understand.
  • Yes, accuracy, going beyond the obvious, establishing a relationship of partnership, cooperation and ease.
  • Yes, M&M spends the time to understand their client’s business and needs. Our Company has increased sales 10 times over the past three years, and M&M has helped manage that growth.
  • Yes, you have always been very responsive and professional to our needs, whether articulated by us or anticipated by you.
  • Yes, through both business and personal financial dealings with M&M I’ve found the Company to be very easy to work with.
  • Yes, personalized professional service with competent partners and personnel. They care about us!
  • Yes, true professionalism. Top of the CPA field.
  • Yes, I feel that the employees who worked with me were interested in me personally and tried to be helpful beyond the preparation of documents.
  • Yes, Rick Rumpler is awesome. Great client service, professional, accurate and fast.
  • Yes, Tom Bowns is very helpful and takes time with people who are confused like me!
  • Tom Meyer and Tom Manner have not only done a superb job on my taxes, but have given me advice, honest and direct, on other financial matters.
  • Yes, John’s advice on taxes has been wonderful. His advice on business, retirement and savings is what puts him in a class of his own. Thanks John!
  • Yes, M&M is great, personable, reliable, wonderful, easy to talk to and friendly.
  • Yes, I am grateful for Don Sr.’s expertise, efficiency, and friendliness. He leaves me with a sense of confidence.
  • Yes, without question, the most professional business I deal with.

Were the employees of our Firm courteous, friendly and responsive?

  • Yes, extremely so. I would like to especially commend Erin for her painstaking diligence.
  • Yes, everyone is always courteous and helpful. Not sure how you do it, but it is as outstanding as it is rare.
  • Absolutely, the professional, thorough completion of the tax filing process was exceptional.
  • Employees of M&M are exceptionally cordial and accommodating in serving me.
  • Everyone I’ve ever talked to has been courteous, friendly and responsible.
  • Yes. Rick, Michelle, Regina and Jack are our contacts. Judy does a tremendous job on the telephone.
  • Yes, the receptionist is always pleasant when I call. Tom Meyer is courteous and fun also. He is very responsive returning telephone calls. Tom has a way of explaining those items I do not understand, so that I can easily comprehend them.

Based on references like these and we have many more similar to them, we believe you may comfortably refer us to your friends, clients and contacts that need the services of a Certified Public Accountant.
Lastly, while we are consistently rated by our peers in the top 5% of accounting firms, it is the ratings of our clients that mean the most to us.

Sincerely,

Donald L. Mellott, Jr.
Managing Partner

verticle
Voice: 513-241-2940
Fax: 513-241-0712
Email: mellott@mellottcpa.com

36 East Fourth Street
Suite 600
Cincinnati, OH 45202

The following represent survey responses from the clients at Mellott & Mellott with regard to the 2003 tax season when asked the following...

Client

Would you recommend our firm to others? If so, why?

Were the employees of our firm courteous, friendly and responsive?

Marcello & Vincent A.

Yes, professional and timely service

Very, very professional

Donald A.

Yes, Great people & service.

Everyone.

Fred A.

Yes, great service and super people

Absolutely

Gary A.

Yes, without question the most professional business I deal with.

To a person, M&M offers professional, courteous, timely service for all of my personal and business accounting and tax needs.

Muriel B.

Yes

Yes

Joe B.

Yes

Yes

Alicia B.

Yes, professional and prompt service.

Yes

Gregory B.

Yes

Yes

Adam B.

Yes, fast professional and courteous.

Very much

James B.

Yes, very high professional standards including ethics.

Absolutely

Rosemary B.

Yes

Very much

Helen B.

Yes

As I've said before, Rick Rumpler has always been very helpful and willing to answer my questions and he is always pleasant.

Jason and Carrie B.

Yes. To a young and newly married couple, tax time can be a confusing time. Our M&M accountant helped us understand out taxes and had them back to us in a very timely manner.

Rick is very friendly and has always been responsive to all our questions.

Fred C.

We have always been well satisfied with the service we have received.

Yes, extremely so. I would like to especially commend Erin for her painstaking diligence.

John C.

Yes, excellent and professional service.

Yes, very

Constance C.

Yes. Whenever I need info from you i.e., how to compute items etc, you always provide the information and or answers in a very timely manner.

Yes

Janet C.

Yes

Yes

Shirley C.

Yes, the firm is the perfect size. Not too large for individual clients and small business.

Always helpful and polite.

Tom and Debbie C.

Yes, professional staff, prompt and courteous attention. Tom Meyer is excellent.

Always friendly, courteous and responsive.

Ellen C

Yes, through both business and personal financial dealings with M&M I've found the Company to be very easy to work with.

Yes

Thomas C. and Betty D.

Yes, our decision to go with M&M in 2003 was right on. First time our returns have been completed in March.

Absolutely, the professional, thorough completion of the tax filing process was exceptional.

William C.

Yes, M&M has always done a superb job on my tax returns saving me thousands of dollars.

Employees of M&M are exceptionally cordial and accommodating in serving me.

Albert C.

Yes, we have always received good services and pleasant meetings with everyone.

Yes, they were.

Anthony D.

Yes, because I'm very pleased with Tom Meyer's work and my working relationship with him.

Yes

Caroline D.

Yes, simply because you are the best

Everyone I've ever talked to has been courteous, friendly and responsible.

William D.

Yes, Don Jr. has assisted Maureen and me not only with our tax preparation but also consultation with our pension plans and partnership issues. Don has offered good advice and has assisted us with answering difficult questions while allowing us to focus on our business.

All of the employees, especially Kim, have been professional in dealing with the many issues that have confronted Maureen and me this past year

Rich D.

Yes, good accurate work, good follow-up to any questions.

Yes

Gene D.

Yes, personalized professional service with competent partners and personnel. They care about us!

Yes. Rick, Michelle, Regina and Jack are our contacts. Judy does a tremendous job on the telephone!

Michael and Jody D.

Yes, easy to work with. Very professional; able to answer questions fast and effectively. Very friendly

Yes, all with whom I came in contact with were very courteous. Furthermore, our return was returned back to us neatly packaged and within a short time frame.

Stephen D.

Yes, your firm is very prompt and efficient

Yes

Lane D.

Yes, quick and efficient service

Minimal contact, but yes.

Charmain D.

Yes. We feel the people we work with at M&M are very helpful, explain things very well and the assistance is great.

Very

Gene E.

Yes, True professionalism. Top of the CPA field.

Yes, Always!

Gregory E.

Yes

Absolutely

Dick & Diane F.

Yes, you have always been very responsive and professional to our needs - whether articulated by us or anticipated by you

Absolutely

John F.

Yes. Very simple process, great attention to detail with little involvement from me, and returns done in a timely manner.

Yes

Harry F.

Yes

Yes

James F.

Yes. Rick is an excellent CPA.

Yes

Smith F.

Yes, reliable, knowledgeable, clearly defined directions. Prompt reasonable rates considering time involved.

Yes, all are courteous, friendly and responsive.

Greg G.

Professional service, quick response.

Yes

Michael G.

Yes, excellent service

Absolutely

Blake G.

Yes, very professional, timely and helpful.

Yes, very nice, always helpful and quick to respond to your questions or needs.

David H.

Yes, prompt and accurate service.

Yes

Carl H.

Thanks for excellent service.

Yes

Rick H.

Yes

Yes

James H.

Yes, employees have always responded promptly and with courtesy.

Yes, they were.

Jerry H.

Yes. Very thorough, return phone calls promptly, quick response on getting tax forms to me.

Yes

Janice H.

Yes

Yes

Steve J.

Yes, Rick Rumpler is awesome. Great client service, professional, accurate and fast.

Absolutely, always have been.

Jo Ann J.

Yes, Tom Bowns is very helpful and takes time with people who are confused like me!

Yes

Mark J.

Yes, Tom Bowns is easy to work with and has integrity

All of the above

Brad & Andrea J.

Yes, your firm was timely, cordial and helpful in our tax preparation

Everybody we had contact with was helpful, courteous, friendly and responsive.

Christina J.

Yes, I would very much recommend this firm.

Rick is a joy to work with. He is always friendly and a very personable person to work with.

Leon J.

Yes, the professional service is beyond compare.

Absolutely, not once did any of the employees at M&M make me or my wife feel "less than" just because we don't have the largest account.

Darrell K.

Yes, have always received friendly, courteous service and prompt replies.

Yes

James K.

Yes, accurate and prompt work.

Yes

John K.

Yes, very professional and efficient

Yes

Jim and Diana K.

Yes, John is either available or very quick to return a phone call. He is very patient and helpful. He never rushes me off the phone and explains everything so that we understand.

Yes, we always receive our returns back promptly with complete instructions about how to handle everything.

Mark K.

Yes, seem to be thorough and somewhat reasonable in pricing

N/A, went through my broker

Eloisa & Jeff L.

Yes, very through preparing taxes

Yes

Charles L.

Yes, my returns were prepared competently and promptly

Yes

Ruth L.

Yes, everyone was very helpful and available when I had questions. They helped relieve the pressure during a very stressful time.

Absolutely

John L.

Yes, close personal client relationships

Absolutely

Bev L.

Yes, you're the best!

Always

Bruce M.

Yes, very patient and helpful. Very well organized. Really simplifies the tax process and saves a ton of time and stress.

Yes

Linda M.

Yes, because my taxes are prepared efficiently and professionally.

Yes, Erin is always easy to work with.

James M.

Yes, I have and will continue to recommend you to people.

Yes, very good service.

Dee M.

Yes. We can and have always gotten a quick and knowledgeable answer to any questions or concerns no matter how trivial.

Yes, you all are great.

Doug M.

Yes. I have always had total confidence in the accuracy and timeliness of all personal and corporate accounting/tax prep issues. I could not have wished for anything more over the past 20 years.

Yes (Don/Greg - thanks for your help.)

Adam M.

Yes, thorough, efficient and courteous

Yes

Kevin M.

Yes, responsive service.

Yes

Mary Ann M.

Yes, always courteous. Gets everything finished fast. Nice to work with.

Yes

William M.

Yes, you provide exactly the services requested in a timely and professional way.

Yes

Jeff M.

Yes, and have done so. The work is very thorough and accurate. I have always been very confident in the preparation of my return.

All excellent

Matt M.

Yes, fast, complete & courteous. Everyone was helpful and easy to talk to.

Everyone was helpful and easy to talk to.

Jeff O.

Yes. John has always been very professional. I value his opinion and certainly consider his advice in most decisions I make.

Yes

Jack & Kit O.

Yes. Good personal service, excellent response time, understood big picture for us.

Yes, they have been in all of our dealings, not just tax preparation.

Jim O.

Yes, very professional firm with first class service.

Yes

Bill P.

Yes, professionalism, knowledge, ease of doing business.

Yes, the two Tom's are great (Meyer and Manner)

Virginia P.

Tom Meyer and Tom Manner have not only done a superb job on my taxes but have given me advice, honest and direct, on other financial matters.

Debbie Meyers, Julie and Sheila are great.

Linda P.

Yes, as always, you guys continue to take care of me and every other survivor I have sent to you.

Absolutely

Michael & Elizabeth P.

Yes, Honest, prompt, forthright & accurate

Yes

K. P.

Yes, always good accurate work and Mr. Rumpler is first class.

Yes, always top shelf. Thank you all.

Doris P.

Yes

Yes, very much

Judith Q.

You have completed our tax returns for us for the last 20 years, and it has always been handled very effectively.

Absolutely

Kenneth R.

Yes, accuracy, going beyond the obvious, establishing a relationship of partnership, cooperation and ease.

Yes, everyone is always courteous and helpful. Not sure how you do it, but it is as outstanding as it is rare.

John R.

Yes, I am grateful for Don's (Senior) expertise, efficiency and friendliness. He leaves me with a sense of confidence.

Yes indeed!

Vincent R.

Yes

Yes, all members of the firm have always been courteous, friendly and responsive in the handling of my tax returns.

Ron R.

Yes, Tom Meyer is knowledgeable, professional and responds quickly to questions.

Absolutely

Nelson R.

Yes

Yes, as always.

Nick R.

Yes. John's advice on taxes has been wonderful. His advice on business, retirement & savings is what puts him in a class of his own. Thanks John!

Yes

William & Donna R.

Yes

Yes

Marianne S.

Yes, for prompt, reliable and friendly service.

Very much so. Your firm, over the years, has succeeded in providing a very respectful, yet personable atmosphere to its clients. Combined with the excellent professional services rendered, it would be difficult to find better service elsewhere.

Stephen S.

Yes, Great service, technically competent. Tom Meyer is GREAT.

Yes

Sherry S.

Yes

Yes

Tom S.

Yes, great personal service.

Yes

Laurence S.

Yes, always good service, never any excess trouble from the IRS.

Yes

Bill and Marie S.

Yes

Everyone is great! Friendly, personal, professional. Thank you!

Gertrude S.

Yes, I would recommend your firm to others because I have always been satisfied. Thank you Tom!

Yes, the receptionist is always pleasant when I call. Tom Meyer is courteous and fun also. He is very responsive returning telephone calls. Tom has a way of explaining those items I do not understand, so I can easily comprehend them.

Alan S.

Yes, Professional and competent.

Yes to all!

Wendell S.

Definitely


Patty T.

Yes, very friendly and efficient

Yes

Christine T.

Yes, highly customized and responsive service.

Yes

Wilbur T.

Yes, I find your personnel very efficient and also I am treated with respect and dignity.

Yes

Peggy T.

Yes, M&M is great, personable, reliable, wonderful, easy to talk to and friendly.

Very much so!

Gerald W.

Yes

Yes

Gary W.

Yes, efficient, professional and courteous.

Yes

Ray W.

Yes, reliable, responsible, responsive.

Yes, always

Harry W.

Yes, M&M spends the time to understand their clients business and needs. Our Company has increased sales 10 times over the past three years and M&M has helped manage that growth.

All involved in the process have been professional and courteous which is getting harder and harder to find. John does an excellent job with his clients.

Thomas W.

Yes, because of very personal and professional services. Also because of the firms personal values

Yes

Thomas J. W.

Yes, quality people, quality work.

Yes

Mary W.

Yes, very professional and prompt

Yes, I've known Greg Deyhle all his life. However, putting aside personal relationships, he was very professional, informative and prompt. He did a great job.

Stephanie Z.

Yes. Excellent turnover time. Confidence in service quality. Handled in professional manner.

Yes, everyone I came into contact with treated me with respect.


To view client mailings summarizing prior years tax return filings, click on one of the below links:
Testimonials Relating to 2002 Tax Returns
Testimonials Relating to 2001 Tax Returns
Testimonials Relating to 2000 Tax Returns


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