Tax Services

The Power of a Personal Tax Team

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
  • Payroll
  • Sales Tax
  • Accounting
  • Estate Planning & Legacy Creation

Tax Services Locations



869 Boston Post Road
Madison, CT 06443
(203) 245-6175



2875 Ne 191st Street, Suite 601
Aventura, FL 33180
(305) 692-5204

Boca Raton

2424 N Federal Highway, Suite 408
Boca Raton, FL 33431
(561) 569-8185

Coral Springs

10115 W. Sample Rd.
Coral Springs, FL 33065
(561) 367-7371

Bonita Springs

3301 Bonita Beach Rd., Suite 203
Bonita Springs, FL 34134
(239) 495-0381

Fort Myers

7370 College Parkway, Suite 100
Ft Myers, FL 33907
(239) 481-4344


14802 N. Dale Mabry Blvd., Suite 101
Tampa, FL 33618
(813) 264-2555



44 Stelton Road
Piscataway, NJ 08854
(732) 752-8181



2050 Eastchester Rd
Bronx, NY 10461
(718) 518-7800

Lake Ronkonkoma

500 Portion Road
Lake Ronkonkoma, NY 11779
(631) 981-6296


181 East Jericho Turnpike
Mineola, NY 11501
(516) 621-2500

New Windsor

484 Temple Hill Road
New Windsor, NY 12553
(845) 561-5540

New York

3 East 54th Street, Suite 310
New York, NY 10022
(212) 426-8187


11 Raymond Avenue
Poughkeepsie, NY 12603
(845) 485-3300

National Holdings Corp. is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY), and parent corporation to several affiliated financial services companies. Tax and accounting services offered through B. Riley Wealth Tax Services, a subsidiary of National Holdings and affiliate of B. Riley Wealth Management, Inc.

B. Riley Wealth Tax Services representatives may provide securities and variable insurance products offered through National Securities Corporation, member FINRA/SIPC; fee-based advisory services offered through National Asset Management, an SEC-registered investment adviser; and fixed insurance products offered through National Insurance Corporation.