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“If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed.”

– Edmund Burke, 1700’s Irish Statesman

Services to Help You Create a Total Tax Management Plan

B. Riley Wealth Tax Services is committed to helping you find the most tax efficient solutions for all your financial needs. As part of our full suite of services, our team of certified public accountants and tax experts work with you to implement personalized financial strategies that minimize tax liabilities, increase your personal wealth, and improve your family’s financial security.

Our tax teams work with you to create a total tax management plan that includes both tax planning and financial advice to put you in a position to respond to changes in the market as well as any changes in your life. Let our tax teams work with your financial advisor to help you manage cash flow and net worth.

Our tax and accounting services include solutions for small businesses, corporations, and individuals. Our tax teams are currently available for tax preparations, business solutions, and general consultations.

Tax Services

  • Income Taxes
  • Self-Employment Forms
  • Previous Year Amendments
  • Small Business & Corporate Taxes
  • Sales Tax
  • Credit & Deduction Analysis
  • Depreciation Calculations
  • Liability Reduction Review

Accounting Services

    • Quickbooks Maintenance
    • Payroll
    • Financial Reporting
      • Balance Sheets
      • Profit & Loss
      • Income Statements
      • Cash Flow
    • Scheduled Reconciliations
    • Mileage and Expense Tracking

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