What should the result page say?

Show the total, band, any stop gate and the three lowest-scoring items. Give a concrete next action for each: request the missing scope, reconcile the baseline, obtain a specialist review or agree the execution owner. Avoid a forced “speak to an adviser” conversion regardless of the result.

Suggested result wording: “You have enough information to compare proposals, but implementation should wait until the cash plan and technical reviewer are confirmed.” A low score should invite preparation rather than imply a tax emergency.

The quiz can be completed without tax IDs, employee details, patient information or uploaded returns. If used as a lead magnet, show a useful result before an optional request for contact details; separate delivery, marketing and supplier-introduction permissions. This is a product recommendation, not a live implemented application.