B. Riley Wealth Tax Services
LEVERAGE THE POWER OF A PERSONAL TAX TEAM
Our tax professionals can work with you to implement well-thought-out financial strategies that minimize tax liabilities for both individuals and businesses. Let a B. Riley Wealth tax professional help you minimize your tax burden and proactively plan to manage tax liabilities in the future.
TAX PLANNING AND PREPARATION
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.
Our 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
- Sales Tax
- Accounting
- Estate Planning & Legacy Creation