I have recently consulted with both WealthFactory and Wealthability regarding tax and wealth planning. Both programs are pretty expensive. One purports to teach you how to find good advisors and the other purports to give you access to their advisors. I feel overwhelmed. All I know is I take take another year of feeling like somehow at the end of the year the government gets paid better by my small business than I do!!!
I recommend finding a financial advisor who specializes in working with real estate investors. You may want to consider working with your advisor remotely to expand your options.
I would also recommend looking for an advisor who is willing to work with you throughout the year. You want an advisor that can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.
You should also look for a Fee-only advisor who is not going to sell you products just to get commissions.
Good luck and let me know if you have any questions.
The cost of the service that is provided has to make sense in relation to your portfolio.
If your cash-flow from real estate/investments is $2,000 a year, it makes little sense that the advice would cost more than that. That almost defeats the purpose of trying to attain wealth.
Regarding having a small business, you may be eligible for different types of retirement accounts, deductibility of health insurance and other things.
New Jersey also has a complex tax system - It may be worth while to work with a CPA in the tri-state area.