Many of the tax planning service companies referenced herein want charge $5000-7000 for tax planning services which seems exorbitant for someone like me who is a single W2 earner with a pretty simple tax return.

That is a very simple number. 

Tell your PM that you don't like what they have and ask them to have the tenant remove it, simple.

Luckily it is fee simple and I would need to read up on the HOA by-laws.

This is simple math to figure out when they become destitute unless they change their cash flow.  

As someone who started with very little help, I think your tech stack is one of the best things to focus on, to keep everything clean and simple.

Its not simple like you'd think. 

This is simple, as there is no gain.

Theresa, I actually re-did the entire quote with realistic labor times for the ones that were simple enough to use common sense.

The more you customize the software, the harder it is to maintain and you end up with vendor lock which in simple terms you are at the mercy of your developer(s) as they are creating custom code that is difficult to maintain without them.