B. Riley Wealth Tax Services in Mineola is noted for its professional, accurate, and friendly service. Clients report long-term relationships spanning decades, with many continuing service even after moving away. The office provides expertise in standard and complex tax situations, financial advice, and annual tax preparation. The atmosphere is described as relaxed, and the staff is considered extremely knowledgeable, reliable, and caring. Clients highly recommend the firm for tax preparation and financial advice.
Been with this firm for over 10 years , dating back to when they were called Gilman & Ciocia, then National Tax, and now B Riley and BRC.
They have always delivered. Organized, speedy, and with the customer in mind always.
My 2025 tax year was complex and Habib was a treat to work with. He went above and beyond the call of duty. He even made himself available on a Sunday to support my filing.
My wife and I have been working with Jerry Rossi for over 25 years, and he has been great in helping us navigate both standard and complex tax situations. Jerry is always ready to help, takes the time to explain every detail clearly, and truly prides himself on building long-term relationships with his clients. His professionalism, accuracy, and genuine care are second to none.
Highly recommend, you won’t be disappointed!
Unbelievably professional, accurate and friendly. Jerry and his office have been doing my taxes for over 30 years. Even after my move to Myrtle Beach 8 years ago, they continue taking care of me. Wouldn't trade them for the world!!
181 East Jericho Turnpike, Mineola, NY 11501
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