COMPLACENCY SCORECARD

7 SIGNALS YOUR TAX PROVIDER IS TOO COMFORTABLE

HOW TO USE:

Score each signal  0–2 (0 = not present, 1 = sometimes, 2 = frequent).

 10+ suggests meaningful value at risk, consider a no-obligation savings review.

SIGNALS TO WATCH:

___  Lack of New Savings Ideas

No material reductions or fresh strategies identified in the last two years.

___  Chaotic or Rushed Submissions

Last-minute extensions or filings prepared under pressure that risk accuracy.

___  Thin or Inconsistent Documentation

Positions not fully supported; weak evidentiary trail increases the chance of higher assessments.

___  Accrual Drift

Journal entries don’t reconcile to the current portfolio (e.g., closed sites still accruing).

___  One-Size-Fits-All Processing

Standardized approach that ignores jurisdiction nuances or your asset profile.

___  Vendor-Lock Technology

You must adapt to their tools and reports; limited visibility into your own data.

___  Limited Senior Attention

Rare interaction with named experts who understand your portfolio and goals.

WHAT GOOD LOOKS LIKE (THE BADEN STANDARD):

Named senior experts, proactive deep analysis, well-documented filings, flexible tools, and transparent pricing.

fast next step:

If your score is 10 or higher, or any single red flag is severe, book a 15-minute review. 

We’ll outline quick wins and a low-friction transition to improve savings and reduce tax liability.