B. Riley Wealth Tax Services is a full-service accounting firm specializing in comprehensive tax planning and compliance solutions tailored to individuals, families, and business clients. As part of B. Riley Financial, the firm integrates the strength of a national network with the personalized attention of a dedicated tax practice. Their experienced team provides strategic guidance in estate, trust, and gift taxation, working closely with clients to optimize their financial goals while remaining compliant with evolving tax regulations.

The firm stands out for its know-how in addressing complex financial situations, including high-net-worth and multi-generational tax planning. With a strong presence in the Hudson Valley and ties to the broader B. Riley platform, clients benefit from a seamless connection to investment advisory, wealth management, and valuation services—delivered under strict fiduciary standards.

B. Riley Wealth Tax Services also emphasizes a client-first culture grounded in ethical practice, responsiveness, and clear communication. Their affiliation with a nationally recognized financial services firm allows for unmatched insight into integrated wealth and tax strategies. Community-oriented and highly trusted, the firm is a valuable partner for clients seeking long-term financial well-being through expert tax solutions.

Website: https://brileyfin.com/capabilities/wealth/tax-services

Key Services:

– Individual and business tax planning and preparation
– Estate, trust, and gift tax strategy and compliance
– High-net-worth tax advisory services
– Multi-generational wealth transfer planning
– IRS representation and audit support
– Year-round personalized tax consulting
– Integration with investment and wealth management services within B. Riley
– Succession planning for business owners