B. Riley Wealth Tax Services - Lake Ronkonkoma, NY
500 Portion Road, Lake Ronkonkoma, NY 11779
Location & Phone number
500 Portion Rd #4, Lake Ronkonkoma, NY 11779, United States
About the Business
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B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities for the 2023 tax year and beyond. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Our team can assist with tax returns, tax management plans, and wealth management playbooks tailored to your specific needs. With qualified designations and expertise in federal and state tax laws, our professionals are dedicated to helping you navigate tax season with ease. Contact us at (631) 913-9000 to schedule a consultation and let us help you achieve your financial goals.
Photos
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
Reviews
"Paul Lorentzen has been my CPA for over 20 years. He is exceptional, professional and always courteous. I highly recommend him and his staff."
"I am extremely happy with the tax services provided by Kathleen. She is always friendly, professional, and knowledgeable. I highly recommend her and the team at National Tax and Financial Services for quality service that you can rely on and trust!"
"I have had my taxes done by Kathleen Ferguson for 15 plus years. She is knowledgeable, friendly, honest, patient, and sharp. She has always made sure I get all the possible deductions legally allowed. I highly recommend her and National Tax & Financial Services."
"Couldn't say nicer things about them!"
"Gilman and Ciocia is NOT a professional or courteous tax preparation company to deal with. Very disappointed with two of their "accountants" there who both walk around the office looking like they're in a deep fog. They also make numerous errors on your tax returns and they DON'T own up to it when confronted with IRS evidence. They DO NOT apologize or even return your phone calls even after leaving numerous messages. The reception staff tries to cover for them and react negatively towards you wanting to reach them in order to resolve tax return issues. Reception staff should learn to show more courtesy and respect towards their clients; they wouldn't like being treated negatively if it was their tax return info that needed attention. DO NOT use this tax preparation service; you WILL BE very disappointed!"
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