I don't know if it's the best, but we use QuickBooks Online because my CPA & Bookkeeper use it and they can get in without me having to send them things, the receipt snap on the app creates an expense for me, and I'm logging mileage in there too. (The only thing not in there is my material participation hours log.) I'm paying more for convenience basically, I think? Would love to hear others' opinions about their favorite software though I'm unlikely to switch due to convenience.

@Jennifer Riccardi I don’t have any experience in those. I started day 1 with QBO just to make it easier on myself. I truly don’t know how to use most of it. The Bookkeeper offered to teach me, but I’m going to stay out of her lane for now. 😬🤷🏻‍♀️ Good luck!

@Daniel Sleep sounds awesome!

@Jules Bassale I'd start with a reputable advisor/CPA (Ryan?) and ask them. I asked our CPA to run our numbers and for him to suggest an amount we could convert to come close to net zero (no refund/don't owe) for that particular tax year. Ours were former 401ks, rolled to IRAs, converted to Roths with professional guidance. Generically, something like this may help (but won't help you decide how much, etc.)? https://www.fidelity.com/retirement-ira/roth-conversion-checklists

Cost Segregation Authority did ours a couple years ago, as a virtual visit. We purchased, then renovated. They pulled the "before" photos that we had on Zillow and personal photos, and then we did a video visit and I personally talked about/walked them through the list of renovations/repairs and sent contractor invoices and their comments about costs to values, which they attached to our recorded video visit of the "after." Our CPA had used them before and recommended them, and fingers crossed...I'm hoping they did a good job...it did seem professional and it was a good experience. I made a list of repairs/renovations we made along with cost and then "upgraded" things about our home that made certain items "worth more" than comps before the call, and then I walked them through that list in order on video while I pointed them at the things and talked about the cost/value of each. I made the call longer than "normal" as I wanted to be sure every feature was discussed/seen on video...hoping that helped us! :)

2 CFP Professionals (1 no longer working in Corp America) looking to move further towards financial freedom and create even better tax efficiencies. Own 1 STR and will probably buy a 2nd soon and have made a couple offers. Biggest hurdle: My kids' soccer travel schedules takes all of my time...not STR related, but the main reason I can't do more (besides cleaners occasionally letting me down).