@Ross DerouenBigger Pockets is a great place to find an accountant specializing in real estate taxation.A good real estate accountant can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.I recommend finding an accountant specializing in real estate taxation, business taxation, financial planning and tax planning.Consider working with your accountant remotely to expand your options.I would also recommend looking for an accountant willing to work with you throughout the year.

I'm looking for the cleanest & most visible way to access payment history, see amortization schedule, tax documents, etc- much like bank softwares provide. 

Just a heads up this will not be tax free, it will be a pro-rated exclusion.

Tax StrategyWhile liquidating the brokerage account may trigger capital gains taxes, strategies like staggered withdrawals or tax-loss harvesting can help minimize the impact.

Are you quoting net cash flow - after taxes, insurance, maintenance/repairs, property management if needed? 

Quote from @Stuart Udis: @Robert Ellis In order for the QOZ investor to reap the tax benefits the hold period has to be longer.

Of course, all channels can work.. it’s just that certain ones might be better for your situatoin right now.Since your Charlotte mortgage is higher, renting by the room can spread that burden across multiple renters.

To markets where you’ll gain long term tax free wealth. 

I did not start buying investments for another few years as I concentrated on building my sales funnel and getting those two years of tax returns done. 

However, in California, each LLC incurs an $800 annual franchise tax plus gross receipts fees if revenue exceeds $250,000, and property insurance may cost more.