Our personal tastes lean more towards Reunion, but everything you read or hear about Championsgate suggests that calendars fill fast, high occupancy can be expected, and values stretch further in that development.

The entry-level Quickbooks Online software itself is expensive $250/yr... that's not even adding up potential books/courses, CPA fees or personal tax filing software like Turbo Tax.

If they need any receipts/invoices, those are all in their portal.I personally would keep a spreadsheet to double-check numbers.

You need to seriously consider ditching this person and replacing them with a pro!

Very frustrating when I qualify for a HELOC but its getting stopped due to LLC vs my personal name. 

I'm the type of person who needs to be hands-on to learn and understand. 

I am aware that NJ has a personal occupancy provision in which the landlord gives at least 2 months written notice stating that the owner would like to occupy the downstairs unit once the tenants lease expires.

It will be a DSCR loan, under your US entity or personally held.

You definitely want to get with a competent tax advisor for personalized advice.

This includes factors like price range, preferred locations, and any other preferences you have.