Comparing two proposals: your preparation guide.
Compare proposals by services, responsibility, and cost rather than a headline promise. Place the included and excluded work beside each other. Ask each provider to explain the facts supporting its recommended approach.
For this conversation,
start here.
A useful provider conversation separates a referral, an initial discussion, and a paid engagement. This resource helps ask about the person, services, fees, and responsibilities before committing.
This checklist is an organization tool. It does not calculate eligibility, predict a settlement, or replace a response to an official notice.
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- Who would perform and supervise the work?
- What is included in the written scope?
- Which outcomes cannot be promised?
Turn records into a clear question.
Explain the tax years, notices, amounts, and actions already taken. Keep a copy of each record that supports the summary.
Identify what you do not yet understand. A precise question about the account is more useful than a broad request for a promised result.
Ask who will take the next action, what permission is needed, and which deadline applies. Keep the answer with your records.
Make your next question about comparing two proposals clearer.
Ask who will handle the work, which option is being discussed, and what fees apply. Calls use the Republic Tax referral line supplied for this website.