Tax Services

Tax Planning and Preparation

text

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.

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

CONNECTICUT

Madison

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

FLORIDA

Aventura

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 308
Ft Myers, FL 33907
(239) 481-4344

Tampa

2901 W. Busch Blvd
Suite 900
Tampa, FL 33618
(813) 264-2555

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
(718) 518-7800

Lake Ronkonkoma

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

Mineola

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

Poughkeepsie

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

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.