If no one else recommends someone good who’s closer to you I’ll be happy to refer you, but my guess is you’ll get several recommendations closer to you in southeastern Mass.You may also consider someone completely out of the area (a virtual accountant if you want to call it that).

A general reference in the lease to major items and a reference that they agree to abide by other house rules which may change from time to time.

I have had good luck with local Facebook job ads too but I had to do a bunch of screening calling references. 

I've listed my property their recently but took it down because they did not ask my any questions in reference to verifying my ownership in the property. 

In reference to the property I plan on getting the HELOC on....

Get references from passive investors in prior deals if possible.

I’ve heard people say to dissect the processes and lay out a road map for things you do but feeling like I have not seen examples or references to some of these systems.

What you are referring to is essentially syndication, if you are planning to raise capital in return for equity.

I would greatly appreciate any feedback and references to the tax code on this. 

Once you get more experience, expand you net and your agent should be good with this since you've proven that you're a serious buyer.I'm not sure why the agent wouldn't be willing to work with foreclosures unless she was referring to "auction" properties.