# Source: https://taxstrategistdirectory.com/topics/service-scope/

BUYER RESEARCH

# Service scope research.

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

[Service scope

### Tax Planning vs. Tax Preparation: Compare the Engagements

Understand what different tax service packages deliver before you compare their prices.Read the guide ↗](https://taxstrategistdirectory.com/guides/tax-planning-vs-tax-preparation-services/)[Service scope

### What to Look for in a Tax Advisory Engagement Letter

Review deliverables, responsibilities, and changes in scope before work begins.Read the guide ↗](https://taxstrategistdirectory.com/guides/tax-advisory-engagement-letter-checklist/)

## 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/).