When I looked into IRA accounts, I found that it didn't do service to my situation.

Make sure it explicitly explains the process for termination if you are unhappy with their services, especially if they violate the terms of your agreement.3.

You're running a business...you are not a social services provider. 

We want to plan in the most tax vantaged ways (which includes keeping future AGI as low as possible) and open to new-age and creative concepts.Respectfully ask to keep discussion to topic vs. selling one's self or services seeking new business.

But her company, like so many, has whittled down their actual service to the point that they aren't really doing useful work, just enriching the CEO.

I self manage my properties and run a real estate based service business, I'm able to do bookkeeping for both using Baselane.I think you / your CPAs should try out a few softwares to see which one works best for you

I have seen companies like “Sturdy Build” whom I consider to be an A to Z service that is premium.

Welcome and thanks for your service!!

Trustpilot has your support staff pitching a no-hitter.REsimpli LLC Reviews | Read Customer Service Reviews of resimpli.com (trustpilot.com)Anyway. 

I charge a completive market rate while providing a really good service.