Refinancing both at the same time could save you money in the long run and streamline the process, as you'd only have to go through appraisals and closing costs once.HELOC vs.

I know a lot of you offer this service (and no offense), but I'm looking for customers that have done this and gone thru it all.

Select accounting and bookkeeping firms have access to software like Quickbooks Online at a discount, and a few of them even pass those discounts along directly to the customer! 

You just ask to be added to their customer list and they'll come automatically when the snow hits.  

Wiey Underwood I answered a similar question in the thread link below and listed several of the cost segregation companies that our customers use (not necessarily partners).https://www.biggerpockets.com/forums/51/topics/1163125-mater...

All real tax advice should be custom and one-on-one.PPS.

You can find some decent deals in Lawrence I just helped a customer close on a SFH last week.

Ive done all my research (plans, permits, contractors, etc) and feel like it's a no brainer and a fairly streamlined approval process in my area.

I recently did one where the lender did allow it but that was because of our position as a great customer of the bank and our impeccable credit record.  

Unlike traditional bank loans, private lenders offer quicker approval, fewer requirements, and the ability to customize loan terms to fit the project.