Hi,looking to talk to individuals in my area with like minded goals!

If they refuse to entertain this citing policy XYZ and you are forced to refinance, do not reward bad behavior: refinance with someone else. 

There is risk / reward involved.Good luck!

You can hire individual companies to do the work if there is minimal work & permits.

We are looking for a company or individual who can not only prepare our taxes, but also be an adviser to guide us along the way.

Although the county isn't as real estate friendly as some (well, the ahem individuals that have been constantly suing the county) it's a phenomenal location.  

There's an adage in real estate that you should only buy a house if you plan on keeping it for at least 7 years (the real number depends on your individual market, but you get the idea). 

I have to pay almost $300 a quarter for my office and my individual fees, as opposed to $60 a quarter if I were with another broker.I've also heard that KW has a policy against its agents buying/selling their own property.

People are suffering from mail fatigue so your message needs to be of interest to them and they think they ought to be rewarded just for opening the envelope and reading your message.Your message needs to contain an offer of a proposition that solves a problem.

See also Publication 560 which covers the self-employment rules as they relate to a solo 401k.https://www.irs.gov/businesses/small-businesses-self-employed/self-employed-individuals-tax-center