Keep digital records and pictures.  

What you want is an agent with experience who knows how to negotiate, watch your back, navigate difficult situations, understand contracts and law, provides an objective cross-check, etc.

My only reply here is to say to simply focus on the business objectives.

. -- They have fixed fee structure to compare with anderson advisors without any blatant selling tactics https://www.kbkg.com/" class="redactor-autoparser-object">https://www.kbkg.com/https://go.empiretaxusa.com/61...If you attend any tax-wise or other 3 day events with anderson which costs $197 + travel expenses you will get enough knowledge on how they operate and you should be able to understand what LLC structure is beneficial, also they have a large collection of online videos with plentiful of information on youtube and tax tuesday webinars.

Absolutely you can, I rolled over my IRA into a fund making double-digit returns. 

It seems to me though your short term objective is to get the HOA to take immediate action on the roof.

My short term objective is to get my feet wet with my first investment property to learn the ropes while also having my hand held a little bit.

The objective is to upsell to a master mind program or the artificial intelligence datasets, which also have zero response rate.

.- Would you be requiring custom changes often to your digital workflow?

Digitize physical receipts for easy storage and use a consistent naming convention for easy sorting - 2024.03.25 Home Depot.- Maintain proper records, such as contracts, settlement statements, and promissory notes.- Additionally, you can track income and expenses consistently using software or spreadsheets.If you track everything, you could show a loss and use that to offset other earned income (such as a W2) which will net you a bigger refund.