Your clients keep asking about the short-term-rental strategy. Saying "be careful with that" doesn't make the question go away — it sends them to whoever's loudest online. Send them somewhere safe instead. Matt's lane is the real-estate side: the house, the numbers, the study, the hours file. Your engagement is the relationship — this is one project inside it.
Matt runs the property side — sourcing, underwriting, the cost-seg study, the material-participation file — and hands you clean, complete workpapers to file from. Your client, your return, your fee.
You oversee the plan; Matt reports to you at every step. Nothing lands on the return you haven't seen. You get a client who's thrilled — and who knows you brought them the answer.
If you'd rather not touch STR filings at all, Matt can take that piece — this engagement only, scoped in writing. Everything else stays with you.
The written savings analysis (normally $2,997) is free for clients a CPA, advisor, or attorney sends over. Your client gets a real number and an honest qualification answer — including "don't do this" — before anyone talks about buying anything.
Waived for partner referrals. If the answer is "you don't qualify," that's what your client hears — from us, in writing.
Bring the fact pattern. Matt will tell you straight whether it works — and if it doesn't, you'll have the documented "no" your client actually needs.