# Source: https://taxstrategistdirectory.com/topics/client-experience/

BUYER RESEARCH

# Client experience research.

Start with the guide closest to your decision, then compare scope and responsibilities.

[Client experience

### What the First 90 Days of Tax Advisory Should Establish

Set practical onboarding milestones without assuming every engagement delivers the same timeline.Read the guide ↗](https://taxstrategistdirectory.com/guides/first-90-days-tax-advisory/)[Client experience

### How to Agree on Tax Adviser Response Standards

Define communication expectations around urgency, ownership, and substantive answers.Read the guide ↗](https://taxstrategistdirectory.com/guides/tax-adviser-response-time-standards/)

## Bring the research into a proposal.

Use these questions to define the work you need rather than assuming a firm’s title establishes its service scope. Ask candidates for a written answer, identify the responsible professional, and record what remains unresolved.

[Compare AE and other service models](https://taxstrategistdirectory.com/comparisons/) or [build a proposal worksheet](https://taxstrategistdirectory.com/compare/).