FixThatNow
Tax-return preparation — Tax adviser — Professionals
Return-preparation enquiries need a defined taxpayer, jurisdiction, return type and record standard. Providers should confirm what is included in preparation and filing, flag missing evidence and obtain the appropriate approval rather than silently filling gaps.
Service scope
Preparation and, where expressly authorised, submission of a specified tax return using the taxpayer's records for an identified period and jurisdiction. Record reconstruction, tax planning and handling a later enquiry are separate unless included.
What is normally included
- Reviewing return-preparation records
- Preparing an identified return
- Agreed filing and acknowledgement support
What is not included
- Filing without client approval or authority
- Inventing deductible expenses
- Unlimited later enquiry handling
Qualification checks
- Verify the period and return type
- Assess completeness of records
- Identify additional income or entities
- Confirm review and submission authority
- Record the filing deliverable
Quote guidance
Price the specified return and assumptions about record quality. Identify separately any cleanup, extra schedules, additional periods or amended submissions rather than extending a standard fee without explanation.
Lead risks
- Several returns may be bundled under one request
- Late documents can disrupt submission
- The customer may expect a refund guarantee
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