Let them know - as specifically as possible - what you are trying to achieve.

I wanted to learn more about real estate investing in the Bay Area, specifically in the East Bay.

I know the IRS asks about entity vs personal members and if they're foreign or not specifically on the 1065 and other tax forms. 

These are not specifically real estate related.

Quote from @Rud Sev: Hello,I am new to the world of syndication (LP investor) and want to understand how taxes at a high level for syndication as LP before asking individual specific questions to my CPA.Notably, I want to understand how preferred returns/cash flows are taxed, if at all, until the amount invested has been returned.

@Gregory SchwartzWhat specifically are you hoping the software will do for you?

Then ask them specifically if they help with this sort of thing.Oftentimes owners of businesses want their employees to "think like an owner."

There are also loans that are specifically designed for this type of property if there is enough work that needs done.  

Separate the work into 3 separate categories: 1) Those that are specifically related to the future STR usage, 2) Those that benefit you while living in the house and have zero bearing on the future STR, 3) those that benefit both you and the future STR....assign a percentage to the usage.Be specific and complete.

For your specific question about doing a JV on the loan, my suggestion would be that both go on the loan and then do a separate joint venture agreement...because you can not have an LLC on the loan for those loan types, they need to be in your personal names.I am not a lender so maybe one of my lender friends could chime on exactly this would work @Zack Karp, @Michael Facchini, or @Jose Valdovinos?