The answer seems very broad vs specific to your circumstances. 

If you haven't been tracking your material participation, done a cost segregation, or any other techniques specific to real estate and just want someone to file on your behalf then there might not be a huge difference between H&R and a specialized CPA.

Any specific metrics or criteria that have consistently led to successful deals for you?

Specifically considering zip 92544.Much appreciated!

The best you could do is call the agents broker and file a complaint with that specific agent. 

To your specific questions:1. 

Consult with a mortgage broker to assess your specific financial situation and find the most suitable loan option.Since you have $50,000 in equity in your current residence, refinancing could be a way to access this equity and use it as a down payment for the new duplex.

Is there anything specific you need help with?

Or, just do this:  tell your accountant that you don't meet the criteria.  

@Tanner Bundy is there a specific reason you want a CPA in your area?