During my time away, I’ve explored different brokerages to hang my license, and I’m proud to share that I’ve now opened my own firm here in the Bay Area!

Like you said, I do believe you'll see more firms with "all services under one roof" moving forward. 

Britt,My firm has evaluated some smaller properties (under $500k) in the past for cost segregation, and it generally does not cost justify moving forward, since the benefits are small, and typically the tax liability on the income is minimal if any.

I’d offer to sign the form if I was allowed to cross out everything between brokerage firm and during the terms.

Well, surprise, surprise the phony investment firm up and disappeared.

My firm is mostly remote but some of my team and I are in Henderson, NV.

I currently broker LIHTC multi-family for a large firm coast to coast and am also interested in MF in the Arizona submarkets as well, and will eventually invest on that scale - I just figure breaking into the state through SFH flips may be a more risk adverse way to understand the pros and cons to phoenix submarkets.

That means they have hauled in over $2.6MM just in initial setup fees.

Hey @Katherine Lewis, I have always felt this was a tougher row to hoe overall.It's not that it couldn't work, but the juice might not be worth the squeeze.If you go all in you have to do it for the long haul.

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?