My company provides a comprehensive A-to-Z solution tailored to our clients' needs.

.- For our clients, we provide consultations with a tax attorney that handles over 300 foreigners legal & tax needs.

I’ve recommend all my clients to him in the area for the last few years and they have had great success. 

But after working with him, I realized he was very systematic and mostly cared about closing deals without much care for the client's long term needs.Here’s an example: I had a $10K escrow with the seller—$5K due upfront and $5K after the inspection.

Your assumption about them being understaffed or prioritizing larger clients could very well be true.

., commissions, fees) and consider a 1031 exchange to defer gains by reinvesting in another property.This post does not create a CPA-Client relationship.

In conclusion: because Kiavi does not know or does not care about Taylor’s chronic ineptitude; because Kiavi has never bothered to put together an introductory email document to clients explaining the steps, requirements and responsibilities of the refinancing process; and because Kiavi does not bother to fix an obviously broken client portal website, it’s clear that the company does not strongly value customer experience and satisfaction.

Always interested in hearing more for either myself or clients looking.

They do know and want something in place you will have to go back to them to fix, or they're doing their best to go with the client's unrealistic wishes and don't have the guts to tell them that won't work.After dealing with plenty of these, I will tell you what I see works best. 

Buyers should always do an inspection; it's a requirement in my private client firm.