Who We Are
The Bonita Springs, FL B. Riley Wealth Tax Services office is a premiere team of financial professionals dedicated to helping you find the most tax efficient solutions for all your financial needs.
We provide a fully integrated services platform that we tailor to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that couldminimize tax liabilities, increase your personal wealth and improve your family’s financial security.
As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.
Explore our site to learn how our experts in Bonita Springs, FL can help create, manage, and protect your wealth.
Your Financial Life--Handled
Drawing on our vast industry experience and leading financial tools, we will work with you to create a multi-disciplined approach that includes both tax and financial planning. We take great pride in helping our clients prepare a tax and wealth management playbook that have the potential to grow and respond to changes in the market, as well as changes in your life.
Let’s work together to customize a plan that meets your financial needs today and evolves with you over time.
Our Areas of Focus Include:
- Tax Planning & Preparation
- Investment Management
- Retirement Planning
- Income Protection Strategies
- Wealth Creation
- Banking & Lending
- College Funding
- Estate Planning & Legacy Creation
- Financial Planning
- Life Insurance
Find us in Bonita Springs
Call Today: 239-495-0381
Receive 25% off what you paid your tax preparer last year
For new customers only. Taking control of your money begins with taking control of your taxes. A tax return should be the result of careful financial planning and sound financial advice. At National Tax and Financial Services, we’ll help you do both.
Already Our Client?
We value your business. Refer a friend to our office and you could both get $25* off your tax preparation services. We’ll do this for every client you refer!
*To earn $25 when you refer a friend, you and your friend must have your tax returns prepared at a National Tax and Financial Services office with a minimum tax preparation fee of $150 per return. Services must be paid in full.
Trusted Partners
Premiere Solutions
Exclusive Investments
Meet the Team
Rodney J. Kleiver, CPA, EA
Tax Preparer/Financial Consultant
Debbie Voss
Administrative Assistant
Rodney J Kleiver, CPA, EA
Tax Preparer/Financial Consultant
Debbie Voss
Administrative Assistant
More About National
Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company. B. Riley Wealth Tax Services (BRWTS) provides accounting services, tax planning and preparation.
