We recently conducted a survey of business owners at small and midsize organizations for Rocket Lawyer. We received over 1,000 responses from owners in the U.S. between December 2022 and January 2023. In response to the study Charley Moore, Founder and CEO at Rocket Lawyer stated “According to our survey, 94% of small business owners have concerns about filing their taxes in 2023, yet only half of those with concerns currently work with a tax professional, in today’s environment, when businesses are concerned about rising costs, lack of resources and other business challenges, it’s important to eliminate the hassle related to taxes and offer a simplified process, so we’re telling customers, ‘Don’t do your taxes–let us do them for you.” Of those surveyed 38% of SMBs surveyed are ready to make the switch from DIY tax solution services to working with a professional tax expert as new and evolving IRS rules make tax preparation more challenging.

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Author Notes:

Jeffrey Henning

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Jeffrey Henning, IPC is a professionally certified researcher and has personally conducted over 1,400 survey research projects. Jeffrey is a member of the Insights Association and the American Association of Public Opinion Researchers. In 2012, he was the inaugural winner of the MRA’s Impact award, which “recognizes an industry professional, team or organization that has demonstrated tremendous vision, leadership, and innovation, within the past year, that has led to advances in the marketing research profession.” In 2022, the Insights Association named him an IPC Laureate. Before founding Researchscape in 2012, Jeffrey co-founded Perseus Development Corporation in 1993, which introduced the first web-survey software, and Vovici in 2006, which pioneered the enterprise-feedback management category. A 35-year veteran of the research industry, he began his career as an industry analyst for an Inc. 500 research firm.