Reviews for B. Riley Wealth Tax Services

Oct 2022

They keep changing the name of the firm but they’ve been around for years and I have used them for my accounting for almost 20 years. The service has been top notch. You get what you pay for. This isn’t the cheapest firm around, but if you get audited by the IRS, do you want the cheapest firm helping you sort it out?
Oct 2021

NT&F staff portrayed a nice mix between friendliness & professionalism. Jerrys keen accounting skills were met with 'down to earth' explanations. I was left with assurance that my finances were in good order, as it proved out to be. Much gratitude out to Jerry & the NT&F staff.
Oct 2018

I have been a loyal customer of Jerry's for over 15 years. He's always gone out of his way to answer our questions, not just during tax season. He's a great asset to our family.

From B. Riley Wealth Tax Services

The New Windsor B. Riley Wealth tax office is a premiere team of financial professionals dedicated to helping you find the most tax efficient solutions for all your financial needs. We provide a fully integrated services platform that we tailor to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that could minimize tax liabilities, increase your personal wealth and improve your family’s financial security. As a division of B. Riley Wealth, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established wealth management firm. Come see us today!

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 4.6/5