Tax Services
LEVERAGE THE POWER OF A PERSONAL TAX TEAM
Our tax professionals at B. Riley Wealth Tax Services can work with you to implement well-thought-out financial strategies that minimize tax liabilities for both individuals and businesses. Let a B. Riley Wealth tax professional help you minimize your tax burden and proactively plan to manage tax liabilities in the future.
Tax Planning and Preparation
An experienced and strategic tax partner can empower you to
see your full financial picture, keep more of what you earn and help grow your
net worth over time.
Dedicated B. Riley Wealth tax professionals are available to
help you with a tax return, or to address more complex needs that call for a
total tax management plan that integrates our tax expertise with comprehensive
financial advice. We help you prepare a tax and wealth management playbook that
can evolve with, and position you, to respond to changes in the market as well
as in life's transitions.
Our tax professionals keep up
with qualified designations, ensuring you will be provided with the expertise
needed in the face of ever-changing federal and state tax laws.
Our Areas of Focus Include:
- Tax Planning
- Tax Preparation
- Bookkeeping
- Sales Tax
- Accounting
- Estate Planning & Legacy Creation
COMPANIES NOW REQUIRED TO REPORT BENEFICIAL OWNERS
We want to make sure you are aware of important changes impacting some companies this year. As you may know, Congress passed the Corporate Transparency Act in 2021 creating a new beneficial ownership information (BOI) reporting requirement for many companies. Click here to learn more.
If you have any questions about this requirement, please contact one of our B. Riley Wealth Tax Services offices.
Tax Services Locations
FLORIDA
Aventura
2875 NE 191st Street, Suite 601
Aventura, FL 33180
(786) 756-3270
Boca Raton
2424 N Federal Highway, Suite 408
Boca Raton, FL 33431
(561) 569-8185
Bonita Springs
3301 Bonita Beach Rd., Suite 212
Bonita Springs, FL 34134
(239) 722-3460
NEW JERSEY
Red Bank
10 Broad Street
Suite 303
Red Bank, NJ 07701
(732) 807-2400
NEW YORK
Bronx
2050 Eastchester Rd
Bronx, NY 10461
(917) 456-1180
Lake Ronkonkoma
500 Portion Road
Lake Ronkonkoma, NY 11779
(631) 913-9000
Mineola
181 East Jericho Turnpike
Mineola, NY 11501
(516) 907-2670
New Windsor
484 Temple Hill Road
New Windsor, NY 12553
(845) 567-5100
New York
299 Park Avenue, 21st Floor
New York, NY 10171
(212) 271-4535
Poughkeepsie
11 Raymond Avenue
Poughkeepsie, NY 12603
(845) 867-5850
Tax and accounting services offered
through B. Riley Wealth Tax Services, Inc.
B. Riley Wealth Tax Services representatives may provide securities
and variable insurance products offered through B. Riley Wealth Management, member FINRA/SIPC; fee-based advisory services offered through B. Riley Wealth Advisors, an SEC-registered investment adviser; and fixed
insurance products offered through B. Riley Wealth Insurance.