There are several knowledgeable experts here.

@Joshua DunlapTo make a successful investment property purchase in Texas, set clear investment criteria, choose a suitable strategy, get pre-approved for financing early, build a strong local network, start small for your first investment, plan for worst-case scenarios, and work with a knowledgeable real estate agent.

That is why I am here on the forum looking for knowledgeable people here that is kind enough to help people who are trying to learn how to do these things.

If they aren't able to reduce your taxes then they don't get paid.I assume they are selective about which appeals they will take on since there is no benefit to them or the homeowner to not be able to win an appeal, but I have no knowledge of their internal business logic. 

It wouldn't hurt if you wanted to do that now as they could provide good information as you move forward and make decisions.Benefits: building a relationship, shopping firms to get the best fit, knowledge regarding big financial decision before they occur, knowing if  you're making any major mistakes, determining if your plans will actually help you tax wise SummaryIt might be too early but only something good can come out of a meeting with a knowledgable tax professional earlier rather than later.

With the little knowledge that I have on this method, I started building it as if they were flipping a property... - They put in 2/3 of the money- Monthly payouts of 50% of profits- 4 month termBased on the pro forma of the rental, they'd have around a 30-35% roi by the end of the term.

I've been doing homework, listening to pod-casts, reading and the knowledge out there is phenomenal and overwhelming at the same time.

Hey Maria, A source who has a wealth of knowledge and content on Preferred Equity is Rob Beardsley!

I'm eager to soak up knowledge, learn from your experiences, and share my own as I navigate this journey.

@Drew Sygit that's a good point re: the PMC. and fairness, was curious what others thought, especially those that are significantly more knowledgeable.