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.
I had a great experience working with Nestor Gallardo. He was incredibly kind and patient, taking the time to explain my taxes and making sure I understood everything along the way. The turnaround time was impressively fast, which made the whole process smooth and stress-free. I really appreciated his professionalism and attention to detail. Highly recommend to anyone looking for reliable and supportive tax help!
Stephanie Gomes is a brilliant gem!
For many years, Stephanie Gomes has expertly handled both our tax returns. Her guidance has been invaluable. Beyond preparing taxes, she has offered sound business and financial advice.
Stephanie has a talent for breaking down complex tax matters into clear, understandable terms, making a confusing process more manageable.
Stephanie is also diligent, trustworthy, responsive, approachable, fun, and patient. These are qualities that make working with her a pleasure.
Thank you, Stephanie!
Ken does a fantastic job with our taxes every single year. He is so pleasant to work with and we really appreciate his expertise and knowledge. He truly has a lot of experience and that’s hard to find!