Skip to content

For the business. For the owner. Before the commitment.Our independence, explained

TAX PLANNING · RESEARCH & INSIGHT

Coverage Fee test Buying routes

Advisers Tools My workspace

Start your brief

Home / Tools / Renewal challenge

Buyer preparation / PDF + CSV

Annual Retainer Renewal Challenge

Reconcile delivered work and confirmed incremental outcomes before paying for year two.

Local demo

Prepared for discussion.

Enter only redacted information. Unknown values stay unknown, and no tax advice is generated.

Import a plain-text fileFills the first text area. Review before running.

No SSNs, EINs or full returns

No patient or employee records. This browser is not a secure document vault.

How the working is prepared

01Context and inputs

Business sectorPlanning yearDecision windowPrior annual feeAdditional economic costsConfirmed incremental permanent benefitExclude deferral and benefits already available through the incumbent.Unconfirmed claimed benefitKept separate from confirmed outcomes.Proposed renewal feeDelivered work and evidenceUnresolved itemsNext-year scopeAre material needs recurring?

Deterministic demonstration. No remote AI, online verification or email delivery.

TAX PLANNING · RESEARCH & INSIGHT

Plan better. Go further.

US business tax-planning research.

The deskResearch Preparation tools Adviser diligence My workspace

Our approachAbout Planning Basis Methodology Disclosures Research enquiries

Independent supplier research and preparation tools, not personalised tax, legal or investment advice.

Prepare your starting brief

© 2026 Planning Basis

Privacy Accessibility

Powered by doja