My opinion and experience

Re establishing relationship with a new tax person. Used Wally for 30 years and my wife even longer. Miss in some ways the sit down conversation although the mail is more efficient given the distance and changes in our tax complexity as the years have passed.

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excellent service

Service has been prompt and of a high quality overall

You're responsive. You handle things electronically (via email and uploads, very important to me). You're competent. You have a plan "B" to avoid entering data on the website.

I have received excellent service for many years.

Good service and good advice

Concern over allocating cost of tax preparation fee amongst rental property to preserve full deduction of expense

Having my taxes prepared.