We use Hostfully for our business.

Very poor reputation.Regarding the payout/host structure, it is true that the most common way is that they host it and collect the money and then pay you out. 

If she has two bank statements with her name on it then that money is considered hers and you can fund the down payment and work out the details between you two.I own my own brokerage firm and have a team of investor agents.  95% of our business is 2-4 units in the Chicagoland area. 

Are you going to be the host?  

The experience requirements become more hard and firm when going after 5 + unit MF. 

And most are pretty firm on price.

I called a ton of GC's and architectural firms today and a few will come out tomorrow to take a look.

@Tyreek King-El I suggest getting a good CPA with REI expertise, and not one of those big nationwide firms.

I'm newer to the cost segregation world and curious to know what some of your personal experiences have been with cost segregation firms!

I think if your tax return is simple(W-2 and a couple of interest/brokerage accounts), then software like turbo tax, H&R block will likely do just fine.However, when you get into investments(Real Estate, Syndications, etc), you may be better off hiring a professional.I think it is a good idea to match your tax profile with that of the professional.If you are a real estate professional, work with a CPA who understands real estate taxation.I also think people need to find the right fit with the CPA.I often find small real estate investors try to work with a large firm where their target market might be large institutional investors.