FixThatNow
Focused tax-advisory consultation — Tax adviser — Professionals
Advisory providers should turn a broad request into a defined question and evidence set. The scope should explain what is analysed, what remains outside it and whether implementation or later reporting is a separate engagement.
Service scope
A professional opinion or consultation on a defined tax question rather than routine return preparation. The engagement should identify the facts, assumptions, jurisdiction and written or verbal output needed for a particular decision.
What is normally included
- Assessment of a specified tax question
- Explanation of relevant information gaps
- Agreed written advisory conclusions
What is not included
- Automatic filing or implementation
- Open-ended tax planning
- Promised savings without assessment
Qualification checks
- Confirm the question
- Identify relevant facts
- Establish jurisdiction competence
- Agree evidence requirements
- Define opinion and follow-up boundaries
Quote guidance
State preparation, consultation and written-opinion fees distinctly where relevant. Include assumptions about document reading and follow-up so the client can compare advice scopes without using forecast savings as a fee guarantee.
Lead risks
- Several decisions may be bundled into one question
- Facts may remain hypothetical
- The customer may assume implementation is included
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