It measures whether you have enough information, agreement and delivery capacity to buy advice well. It does not estimate tax savings, approve a tax position or predict an examination outcome.
Choose one answer per question. Score A = 0, B = 1 and C = 2, for a maximum of 30. Unknown information scores zero because it needs investigation, not because the business or adviser has failed. The weights and bands are this desk’s editorial design and have not been validated against client outcomes.
Sources cited on this page
This page presents the desk’s editorial framework. Read the section sources →