Resources

Resources

A glossary of the fee and contract terms used on this site, and a page for accountants who refer clients to R&D specialists. Also a bridge to the research on how advisers are paid, the sister site, and the newsletter.

The resources here support the rest of the site. The glossary defines every fee and contract term the site uses, in plain English, with a link to the page that explains it. The accountants' page is for those who refer clients to R&D specialists and want to help them compare proposals without recommending anyone. The research page is a bridge to the sister site that covers the fee and preparer rules themselves. The newsletter sends occasional updates when guidance changes, and nothing else.

What is not here

This site does not keep a list of advisers, a directory, a rating or a referral service, and it never will. If you are looking for a way to choose an adviser, start with the questions to ask and the tools.