I have a spreadsheet I created for clients.

Had a newbie client that bought 5 SFR rentals and called us 3-5 times daily.

If your clients/or yourself put the time into learning and figuring out a niche in the RE world that excites you, start looking for deals that make sense and always run the numbers.

And, even if he has real estate clients, doing a tax return doesn't really educate one.

How do y'all find your clients in need of this type of funding?

I've been doing this for almost 15 years in NJ  and the Client pipeline is the toughest part.  

My company provides a comprehensive A-to-Z solution tailored to our clients' needs.

I don't have personal experience with it, but when the app was first developed, I contacted the developer and put the app through a fairly robust test usage to see if it's something I would want to recommend to my clients (I'm a CPA).I think the app is great for its intended purpose and I do recommend it to my clients now (and have for about 18 months now). 

Quote from @Sumi Devi: One of my clients is buying commercial real estate property with tenants that have 5 year lease.

My company provides an all-in-one solution for clients.