Tax Services



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 navigate tax season and beyond.

You can count on a B. Riley Wealth Tax professional to be well-versed in the many tax law changes effective for the 2023 tax year. Our team of professionals have developed these helpful guides as you prepare for the 2023 tax season:

Contact a B. Riley Wealth Tax Services professional for help preparing your taxes.

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


a person writing on a piece of paper

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



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 203
Bonita Springs, FL 34134
(239) 722-3460


Red Bank

10 Broad Street
Suite 303
Red Bank, NJ 07701
(732) 807-2400



2050 Eastchester Rd
Bronx, NY 10461
(917) 456-1180

Lake Ronkonkoma

500 Portion Road
Lake Ronkonkoma, NY 11779
(631) 913-9000


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


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.