I will always look at the air handler and make sure tenants are installing fresh filters (most neglect this item).  

.* No calls accepted to review receipts: I have asked Jenny several times for the last 3+ weeks to get on a call to review the receipts and all of the items that are in the house, I have given her several deadlines to resolve the issue, she has never accepted any of my invitations to join any calls despite me pleading her to do so as my credit card payment is now due and has a 29.99% interest rate if not paid.I have found several people that were also affected with just 2 facebook posts.

Once I get to a point that it is making enough per month that I feel comfortable taking money out of the business that would be when I get to the point that it is worth have a specialist assist me in all deductions, credits, and future items that will help me to transfer from a W2 to working for myself fully.

Unlike the free trainings I had been to before, this one gave clear and concise action items I could begin to implement on my own the next day.

They won't learn those items until they actually do deals. 

Reassess whether you need the home warranty, flood insurance, or other items.

Will work on some of these actionable items

The owner also needs to save for big ticket items that may need to be replaced every 10 or 20 years such as AC, hot water heater, furnace, roof.  

Are these the only items we need to document?

You're giving up some good tax benefits since you're in the tier of taking itemized deductions.