I can also form a LLC but can't operate or engage in any business activity.

However, I'd like to start building a some key players on my team.

As someone who works in private equity/private credit, I can attest to the fact that they are major players among the large institutional investors.I work as a fund accountant and performance metrics are a large part of what I do.

As a former attorney, you know there are restrictions that apply to marketing for attorneys engaged in other businesses, however, there is a decent amount organic growth that would occur. 

And when things break, the chickens will come home to roost for all SF/subto/no cash in players or folks who bought into the FOMO without reserves.

We have a data base of about 14k and recently engaged a data co to comb through and get better phone/emails as some of the entries may be on the dnc now and some still have aol lol.

an LLC / Partnership and syndication are not mutually exclusive.You can have an LLC that is a syndication.You can also have an LLC that is not a syndication.Are you engaging with the accountant / attorney on a paid consultation or a free consultation?

Engaging in these forums and taking the time to complain about the length of a post, especially without actually reading it, reflects a lack of etiquette and ignorance.

I was given the impression that it was a special deal for us, but as I read the engagement letter, the money back guarantee was a standard language, offering clients 30-day money back guarantee. 

If you're expecting a refund after your tax return is corrected, then I recommend that you let the Oct 15 deadline pass without filing this return and engage someone after the deadline to review your taxes.