>> ... but want a little more peace of mind that they're doing it right.
That;s the danger. If they are giving advice that results in you submitting different answers that you otherwise would have, they are boarding on giving legal advice. It's all well and good when things work out, but when that advice goes wrong it can be very very bad for the client. That's why lawyers are licensed. These people are also handling lots of personal information that I hope would be covered by attorney-client privilege, but only if they are lawyers.
That;s the danger. If they are giving advice that results in you submitting different answers that you otherwise would have, they are boarding on giving legal advice. It's all well and good when things work out, but when that advice goes wrong it can be very very bad for the client. That's why lawyers are licensed. These people are also handling lots of personal information that I hope would be covered by attorney-client privilege, but only if they are lawyers.