Step 5 — Compare a short list against one scope

Use the supplier scorecard and ask candidates the same core questions. Check standing separately from experience and meet the actual lead. NASBA describes CPAverify’s official state-board data; follow up on uncertain matches with the board. NASBA — What is CPAverify?

Do not ask the largest number of firms for free bespoke tax plans. A concise common brief, a structured interview and a paid technical review where warranted are a more practical way to obtain comparable evidence.

Output: candidate table, full cost schedule, open questions, reference notes and gate decisions. If no candidate passes, revise the scope or return to the incumbent route.