Any lesser service is either unprofessional, unethical or malpractice.
In complex matters involving a full range of legal research, legal drafting, and interpretative analysis of tax law, it is appropriate to refer the matter to experienced tax lawyers who actively practice tax law. Similarly, in cases where the taxpayer has a significant financial risk, it is prudent to bring in a consultant to make sure that the taxpayer is fully protected from an unnecessary or an unreasonable tax liability. In the case of a referral or consultation with a tax attorney, everybody wins. The taxpayer will be provided with quality services and in most cases, a reduced tax liability. The referring professional can bill their client in their own name and have more involvement because issues will be raised and remedies pursued.