It wouldn't hurt if you wanted to do that now as they could provide good information as you move forward and make decisions.Benefits: building a relationship, shopping firms to get the best fit, knowledge regarding big financial decision before they occur, knowing if  you're making any major mistakes, determining if your plans will actually help you tax wise SummaryIt might be too early but only something good can come out of a meeting with a knowledgable tax professional earlier rather than later.

Last we talked he was thinking about closing his books to new clients but hadn’t made that decision yet.  

That should play a role in investors buying decisions.

But those decisions aside (We wish it were that easy, right?)

Trustees should always consult with their financial advisor, accountant, and attorney before making the decision to quickly liquidate trust assets.

Really it's your own decision, but if you have zero money for a downpayment and your goal is to purchase an investment property now, a HELOC could be a good short-term solution. 

However, if this is a true "joint venture", all members must be actively involved in generating their own profits so the credit partner would also need to participate in decisions regarding the property such as which contractors to hire; handling issues that arise, etc. 

You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.There are over 20 real estate accountants on this site.

I'm now ready to dive back in....correctly. 

Id love to get some anecdotes from investors in the area so I can make a more informed decision.