Would recommend.I will be using the firm for my 2022 tax return (1040 and 3 LLC's), expensive (about $5k-6k) but given they've assisted with the tax planning I'm hopeful the synergy will provide the best outcome.Happy to answer any add'l questions.Pat  Hi Pat,Just want to confirm, that is HallCPA fee for filling 2022 tax for one 1040 and 3 LLCs?

From a tax standpoint, there are additional disclosures to make when selling a business asset for less than fair market value to a related third party. 

I find that it's almost a one stop shop in that I can use it for my business checking and savings accounts, bookkeeping, for rent collection, I can issue virtual credit card, I can create all the financial reports I need to run my real estate business and prepare for tax filing and through their partners I can vet my tenants, develop state-specific leases and more.

So if you have the property for a total of 10 years, moved in at year 8, little value or tax advantage.

STR seems to have better tax benefits (in the right market) but is it worth it at a distance ???

This has driven up the property taxes there. 

Repairs made while the property is your primary residence are not deductible, but improvements can increase your cost basis, reducing future capital gains tax when you sell.

You have the ability to sell while limiting your capital gains tax because you lived in 2 of the last 5 years. 

However, there is no specific holding period contained in the tax code or regulations and there is no "safe harbor." 

@Andrew Slezak Opportunity Zone (OZ) investing allows you to defer capital gains taxes (e.g., from crypto) by reinvesting the gains into a Qualified Opportunity Fund (QOF) within 180 days.