If unclear, I'll clarify via email - I try to keep as much in writing as possible.As @Natalie Kolodij mentioned, and as I've also experienced, sometimes the client themselves doesn't even know who or what technically owns the property;  asking the question may lead to finding an error like the one mentioned above.I've had a few clients who started out with a property or two in their name, kept their books in QBO, and purchased their next property with a partner through an LLC but kept using the same set of books.

It's unlikely that a CPA/EA will review your return for free or inexpensively if they know beforehand that you're not going to engage them if no errors are found or no value can be added. 

Ok thanks, rather error on the conservative side...

Outside of potentially costly trial and error is there a good way to learn about the necessary forms and contracts so that I'll feel comfortable with this area of REI? 

Do you charge for painting over numerous nail holes in the walls? 

You have already payed for numerous repairs that should have been his responsibility.

Because you are going to live there pick somewhere that you actually want to live it may sound silly but Google street view is the best resource, City-data.com is good for demographic data and there are numerous websites that show school districts. 

The underwriter is now saying, "well maybe that release was filed in error." 

Looks like you already decided to pass but I'll chip in too-For first time buy I wouldn't go with something that is so slim on margins because then you are slim on errors.

My recommendation is use the course and continue to learn from the numerous online videos provided by both Gene and others in this space.