From an economy of scale perspective, it's much more efficient for me to go over this stuff with a room full of accountants (I notice your title :) since typical consumers have no idea what's on their tax returns, or any of that, but the pushback you get if you're me is a) the general low-level animosity between mortgage and tax professionals and b) the notion that I'm trying to "tell them how to do their jobs," which they are not interested in.Far from it on b), I'm not qualified to tell you that at all.

The listing brokerage would then market the listing internally with the intention of finding a buyer.

Congrats man, that is some pretty cool stuff. 

And the list of extra things keeps growing too ... so I use addenda for many of those things, since I also have rentals outside the city where I don’t need that extra stuff. 

Very hard working, high integrity, and knows his stuff.

There's so many aspects you have to consider with this stuff, it's insane.

I never heard back.I did some more digging online and found that 99% of the people that had used his stuff were overall dissatisfied to some extent and regret the purchase and wasted time.

I currently have 2 properties and own my own business in the service industry looking to make more passive income and expand my portfolio. I would love to learn from someone who is a success story! We all have a story...

She left the keys on the table and took all her stuff.

Lenders who promise 100% financing nationwide are usually full of some pretty smelly stuff.