My partner and I set up a legal entity with them and are considering using their tax services - one time set up fee of $3k and $65/month retainer which includes annual K-1s (2 partnership LLCs) and personal returns for both partners.

Is it just a way to reduce risk or is because all of your capital is stuck in other properties and you actually need new cash to start another deal?

This could be media, filtration at various micron including possibly activated carbon and I use a softener and potassium chloride for regenerative.

You could certainly do a reduced leverage cash out refinance (50% is great) and that would help out the rate and hopefully get enough money out to do what you are hoping to do. 

Let me know if you need any info on Montgomery, Alabama.Major economic drivers to the area include Hyundai manufacturing, Maxwell & Gunter Air Force Base, major Amazon distribution, Alabama State Capitol, Alfa Insurance, Kinpak, H2 Pharma, Dollar General transport/logistics, Dow Chemical, and Conner Industries to name a few.

Now that got my recent REA License, I can find my own deals not too for residential and commercial properties to include distressed properties.

Interior rehab includes, kitchen bathrooms, flooring and carpets.

They take scanned items or electronic file, IE: excel something like QuickBooks or otherwise would reduce our time around tax time tremendously and free us up for more investigating for properties throughout the year.

Your taxable income is the portion that is subject to taxation, so by lowering your taxable income, you pay less in taxes.Credits, as we will discuss next, reduce the amount of tax that is owed dollar for dollar whereas deductions lower your taxable income.

I will have about $500K/year for the next few years that I would like to start investing to offset reduced income and build long term wealth (I just turned 37).