At TFX we have over 350 testimonials with an independent review site TrustPilot. Beware of companies that only list reviews on their own site - as you have no way of knowing if they are legitimate or were written by the company itself.
Yes, we attend the IRS forum annually. This IRS event allows us to stay abreast of the latest changes in tax laws and directly interact with the IRS representatives. We always use this opportunity to bring the most difficult cases to the Case Resolution session for immediate resolution by senior IRS staff.
We store client documents in our system until they inform us that they would like them erased (or do so themselves in our system). This provides our clients with a backup of all their tax-related documents prepared by us or uploaded by the client.