Hi @Adam HoekerI have my clients all on QuickBooks Online.We sync in their accounts to reduce human error in entries, and track each property's expenses and transactions to prepare for Tax time, this helps us to be prepared for 1099s as well, track Asset Basis and Depreciation, Mortgage Balances, and any Equity items.Since QBO is very common, it is easy to connect a Tax Accountant to this as well and have them pop in to grab reports they need to file. 

Greetings guys I'm D'Ondre (Dee-ahn-dray) an aspiring Real estate Investor. I have been interested in Real Estate investing since I began college in 2015 and always knew thats what I wanted to do in the long run. Upon...

Saves time and money and reduces the potential foe errors. 

However, as others have mentioned, it’s not common for tax professionals to review just one form, like the 8824, without seeing your entire tax situation.1031 exchanges can get complicated, and reviewing only part of the process might lead to errors or missed details.

I don't see that you lost any money in the deal so I would just start over and not waste mental energy on the colossal errors of this former agent and team.

You could read 100 books and still need to learn more because certain things must be learned through trial and error.

LOTS of trial and error.

@Samuel Hopkins - IMO that is a rookie mistake.  

YUP nightmare client would tell them to find someone else.. not loyal thinks they know it all and what kind of real estate coach makes this kind of absolute rookie sounding post. weird.

Uncertainty in Case of Disputes: Without the backing of a banking license, resolving disputes or seeking recourse for unauthorized transactions or errors may be more complicated.