Let me just lead with EXCELLENT customer service.

It may feel cumbersome, but their diligence reflects the level of security and service you can expect once onboarded.

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.

If a person has to ask, at all, I STRONGLY advise to use a PM service for tenant placement. 

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

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.

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.

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

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