Relationship review
Use this scorecard to identify strengths and questions worth asking. It deliberately avoids a gimmicky single grade.
01
Credential relevance
Does the professional hold a credential relevant to the work you need?
02
Tax practice focus
How much of the professional’s actual practice is tax?
03
Relevant competence
Can the professional explain the issues that matter in your situation?
04
Experience
Has the professional handled taxpayers and transactions like yours?
05
Proactive planning
Does the relationship include advice before decisions are irreversible?
06
Year-round accessibility
Can you reach someone when a tax question arises?
07
IRS representation
Can the professional represent you if a tax issue develops?
08
Secure technology
Are sensitive documents exchanged through secure systems?
09
Communication
Are scope, fees, responsibilities, and recommendations explained clearly?
10
Fit
Does the service model match what you actually need?
A strong credential does not replace the need to evaluate practice focus, competence, experience, and the relationship itself.