When this guide is useful
A buyer requests work close to a filing or transaction date.
The distinction that matters
Compare the required inputs, dependency dates and acceptance of responsibility. No provider can responsibly promise completion of unknown work without relevant facts.
A worked situation to investigate
A client sends partial records shortly before a deadline and assumes a signed agreement guarantees immediate filing.
The example is illustrative. Begin with the underlying event and its source documents, then separate missing facts from disagreements about their treatment. Work through the checks below in the order that matches your file, rather than treating a completed checklist as a tax conclusion.
Build a traceable handoff
Identify the affected person, entity or property and the relevant period. Keep original evidence, corrections and the reviewer's written conclusion connected. If the facts change after review, preserve the earlier version and ask whether the change affects implementation.