Some info on our home its located in Pennsylvania, 5 bd 1.5 bath with a shed outside for storage. 2 car parking and a small yard.

In my case, I have residential rentals in one LLC, commercial properties in another, self storage in a third, and my real estate company operates in a fourth.

I am considering and looking at 5+ properties and learning about commercial and self storage.

Years ago he bought some raw land and built a self storage facility. 

Our hope is to find ways to increase cashflow with this property short term and reduce our bleeding, and also consider the cost associated to implement.The property is 2 units fully occupied. 1 tenant already rents out our garage for an extra cost, the other tenants are left with no additional storage outside their unit.

Someone from the company should perform a site visit of the property to do a thorough analysis and ensure eligible components are identified accurately.Licensure and experience: The firm should have licensed tax specialists and engineers and this is recommended by the IRS.Experience with your specific type of property: Not every property is treated the same whether it be office buildings, self-storage, restaurants, gas stations, mobile home parks, residential properties, multi-family, or car washes.

What do they expect design wise; a foyer (of tile or of stone), room for a baby grand, a maids room, how much storage appeals to them?

I invested in 7 syndication funds in 2023 as a limited partner with the expectation that I would generate first year losses from cost segregation that I could use to offset my gains on my personal real estate investments (self storage). 

You don't want to start a relationship to learn about storage units and then find out they only invest in single-family homes.3.

Digitize physical receipts for easy storage.