"I meant a specific referral"..."& intuit software helped me in other ways."

Do you realize this is not Intuit customer support? It's not a Help board on the internet. It's peer users of the programs and software. Not a Professional's meet up or linked in.

You posted in "Intuit Tax Advisor" which is a Tool; a program. This is where you are on the interwebs:

"Getting started with Intuit Tax Advisor

Intuit Tax Advisor allows you to build custom tax plans in minutes, with data automatically generated from your Lacerte or ProConnect software."

You don't seem to be using that Software for the purpose of a Tax Plan for your client.

No one here is going to give you a specific referral. That's what you ask your own community for. The people you see and work with are the people you would trust enough to understand your request and steer you in the right direction.

Not strangers on the internet. Play safely on the internet.