That is key and would recommend going that route.

If they are behind and you don't already have the answers, I recommend you hire an attorney asap and get control of the situation quickly.

I been seeing people utilizing heloc more than cash out refinances due to the high rates.

The combination of interest rates + high prices is making me consider moving to a more affordable market.

Does anyone have a tax person they'd recommend?

I would highly recommend going through a mortgage broker or finding a lender through referrals.

I recommend proceeding cautiously with other PMs, depending on their skillset. 

@Ted Akers  yes for instance this would not work well in WA with the excise tax of 1.78% or there about on title transfers.this was a low end deal in GA so it was a normal wholesaler approach I think the guy made 10k on the deal we made a few bucks and they absorbed the one closing costs and transfer tax which was probably nominal I would have to look at the hud.I can see this working in states were double escrows are not allowed any more... or if a wholesaler wanted to put to bed the thought that they are selling re without a license.. you know the wild wild west out there in that industry were basically anything goes   until it does not  LOL.I am NMLS mortgage banker sitting in the bullpen.. my license is on ICE but I do the CE.. just don't want to have to take the test again incase I want to jump back into doing HML.. so for right now taking title is a clear path.. no securities issues no licensing issues.. etc etc.. and 100% control. the only way I will do this these days.. but then again my clients are well known to me for more than a decade most of them and they are high volume flippers etc... so we have a lot going on...

The outcome was highly successful.

Do you have any recommendations or experiences with tools that could streamline this process?