Karl
Level 8
Level 8

Congrats!  I came from Drake and had few complaints.

If I may offer one caveat, if you are in an income-tax-state, put extra review on your state returns.  This was Drake's weakness that prompted me to leave them for Lacerte four years ago.

I'm in California, with MANY fed-state tax differences.  Drake didn't have the inputs for me to properly completed the state form for a 1031 exchange of CA property for non-CA property.  Drake also doesn't track separate state basis for S-Corps.

As much as I loved the price and customer service from Drake, those things were putting more manual review and distrust in software outputs than I could handle.

I do sincerely wish you well, and only hope that if you go in forearmed, you can have a wonderful experience.

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