I've seen a few clients try TurboTax Premier too, and yeah, it's pretty solid for straightforward rental situations. But I gotta say, even with the st...

Yeah, I've definitely noticed that too. Had one client who just couldn't shake the feeling that escrow meant their money was somehow "stuck" or inacce...

Yeah, I've seen that happen more times than I'd like to admit. Rural properties can throw appraisers for a loop, especially when unique features come ...

I see where you're coming from, but honestly, facial recognition tech isn't foolproof yet. I had a client whose account got flagged just because he lo...

Yeah, solar can be tricky. I had a client who jumped in thinking he'd score big on tax credits, but turns out his roof needed reinforcing first—totall...

Had a client go through something similar last year—mortgage servicer kept misapplying payments, and it turned into a real headache. First thing I'd r...