About B. Riley Wealth Tax Services
Reviews for B. Riley Wealth Tax Services
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
The B. Riley Wealth Tax Services office in New Windsor is a premier team of financial professionals dedicated to helping clients find the most tax-efficient solutions for all their financial needs. They provide a fully integrated services platform tailored to help clients achieve their financial goals. The team seeks to implement well-thought-out financial strategies that could minimize tax liabilities, increase personal wealth, and improve family financial security. As a division of B. Riley Wealth, they pride themselves on the comprehensive solutions they offer, backed by the service, technology, and support of an established wealth management firm. Clients praise the team's expertise, professionalism, and personalized approach, making tax season as easy and straightforward as possible.
This is fantastic firm with fantastic and knowledgeable staff. Tax and accounting laws change so fast and often our small business needs the guidance. They also do our personal taxes. I was assigned Stephanie and Deborah and they both are wonderful, respond quickly and know their stuff.
i've been going to b riley for years now to prep my tax returns and i've never had a disappointing experience. my accountant stephanie gomes has always been patient with me and answers all of my questions. she's thorough, patient, and always takes the time to explain things clearly. i trust her completely with my returns and highly recommend working with her and the b. riley team!
As a small classic sports car business, our mission is to provide our customers with the best quality product available. To reach our goals, we must rely on the expertise and counsel of the 'back office'. We are grateful to Raymond Petrus for his guidance and the expeditious manner that he provided to resolve a late filing. This kind of service is 'gold', and we will solicit his assistance as we grow and our business becomes more complex. Thanks Raymond.