@Ryan Johnston  We issue proof of funds to our clients all the time. 

Admittedly my client asked for a lot, but I was hoping he would counter and we could find a middle ground.

I should have sought out a real Rockstar Agent in the area.I did not vet my GC since he was referred by my Agent(s) on the insistence other investor clients are happy with him.

I suggest stopping by and discussing with them their strategy as well as what their clients do with the loans. 

With that being said, I will often encourage clients who expand their portfolio to have a Traditional LLC that they can use as an Operations LLC, or a "shell company."

Many of our clients invest into real estate with the Solo 401k plans.

What I wrote above does not create an attorney/client relationship between us.

I know you can't poach your old clients but you can send them and email letting them know you. 

I have experience filing for other tax numbers for my business clients, but I have never done an LLC.

It depends if you are a partnership, S-corp or C-corp.As to overhead, with some of our clients, we split it as well after the tax returns are filed, that we know what the real bottom line was for each property.If you are starting out, keep it simple.