When this guide is useful
This fictional case concerns two packages that use similar marketing language.
The distinction that matters
The example compares deliverables, responsibilities and total costs without creating a provider ranking. It does not claim that either proposal produced a real client result.
A worked situation to investigate
A fictional buyer compares a planning-only fee with a package including limited return preparation and ongoing reviews.
The example is illustrative. Begin with the underlying event and its source documents, then separate missing facts from disagreements about their treatment. Work through the checks below in the order that matches your file, rather than treating a completed checklist as a tax conclusion.
Build a traceable handoff
Identify the affected person, entity or property and the relevant period. Keep original evidence, corrections and the reviewer's written conclusion connected. If the facts change after review, preserve the earlier version and ask whether the change affects implementation.