Home / Tax Advisor Proposal Comparison Lab
Practical preparation files and editable worksheets for tax service proposal comparisons.
Published by AE Tax Advisors. This is an AE-owned proposal comparison resource, not an independent rating or customer review.
Choose the context, then open the task that matches your missing records or review question. Each worksheet exports a source register for your adviser. These files support a documented handoff; they do not provide an automatic tax determination.
Compare the analysis, written deliverables, implementation and follow-up actually included in the proposal.
Specify each taxpayer, return type, jurisdiction and source-data responsibility.
Identify the years, issues, original records and follow-up responsibilities.
Compare the property facts, methodology, report detail and return-preparer coordination.
Define the accounts, period, reconciliation standard and final deliverables.
Specify entities, employees, owner payments and responsibility for filings and corrections.
Clarify the role of the advisor, administrator, actuary and payroll team.
List jurisdictions, entities, transaction facts and the scope of registration and filing work.
Compare equivalent deliverables from written proposals without assigning invented provider ratings.
Separate first-year and recurring engagement costs over a stated period.
Test whether each proposed service fits the actual decision deadline.
Compare who owns the actions after a recommendation is delivered.
Build fair questions about projected benefits without requesting another client's confidential records.
Record assigned professionals and relevant official licensing verification.
Clarify how added entities, records or transaction changes affect the engagement.
Compare clarification channels and agreed follow-up boundaries.
Compare the unfinished work and records that must be transferred if the engagement ends.
Use the following primary guidance to frame the questions. The worksheet organizes facts; it does not replace analysis of the relevant year, ownership, elections or state treatment. Record the applicable period, confirm the source version and retain the preparer's written conclusions with the supporting documents.
Published 2026-10-09. Prepared by AE Tax Advisors as an educational record-collection resource.
Resolve the related evidence question before carrying a planning assumption into implementation.