B. Riley Wealth Tax Services
484 Temple Hill Road, New Windsor, NY 12553
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
484 Temple Hill Rd Suite 106, New Windsor, NY 12553, United States
About the Business
B. Riley Wealth Tax Services is a reputable institution located at 484 Temple Hill Road in New Windsor, New York, United States. Specializing in accounting and finance, our team of tax professionals can assist individuals and businesses in implementing effective financial strategies to minimize tax liabilities. With expertise in the latest tax law changes for the 2023 tax year, our professionals are dedicated to helping clients navigate tax season and beyond.
At B. Riley Wealth Tax Services, we provide comprehensive tax and wealth management services to help clients keep more of what they earn and grow their net worth over time. Our experienced professionals can assist with tax returns as well as develop total tax management plans that integrate tax expertise with financial advice. We are committed to keeping up with qualified designations to ensure our clients receive the expertise needed to address ever-changing federal and state tax laws.
In addition to our New Windsor location, we have several other offices in Florida, New Jersey, and New York to serve our clients effectively. Our representatives may provide securities and variable insurance products through B. Riley Wealth Management, fee-based advisory services through B. Riley Wealth Advisors, and fixed insurance products through B. Riley Wealth Insurance. Contact us today to learn more about how B. Riley Wealth Tax Services can help you achieve your financial goals.
Reviews
"Jerry Rossi is very good . He helped with filing my crypto papers for taxes. Very happy with him. He turned around a mistake I made with no issues."
"I had my taxes done in New Windsor, NY site in 2019. I was audited by NYS in 2022 and was told I owed money. When I contacted B. Riley I was told that even though it was there error, I was still responsible. Cost me $1000 and owed another $250 for interest. Wasn't even offered a free tax return due to their MISTAKE. Not professional and I wouldn't trust their so called expertise. Don't have them do your taxes, you will end up paying!!!!!"
"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?"
"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."
"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."
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