# Source: https://taxstrategistdirectory.com/topics/coordination/

BUYER RESEARCH

# Coordination research.

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

[Coordination

### Hiring a Tax Strategist While Keeping Your Existing CPA

Create a coordinated planning relationship without making your current preparer guess who owns the work.Read the guide ↗](https://taxstrategistdirectory.com/guides/tax-advisory-with-existing-cpa/)

## 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/).