Tax Services

We are pleased to announce that National will soon change its name to B. Riley Wealth to align with our new parent company B. Riley Financial (NASDAQ: RILY). You can learn more about the acquisition here and more about the B. Riley family of companies here.

What Does This Mean For You?

Your tax and financial needs will still be met by the same staff of professionals you’ve come to know and trust. Nothing will change about your relationship with your financial advisor or tax preparer. During this transition and beyond, you will still receive the careful, responsive, personalized service you have come to expect.


Over the next few months, you will see our new name appear on your tax planning documents, as well as on our new website and email addresses. We consider our ability to serve you a privilege and look forward to continuing to do so as B. Riley Wealth long into the future.

Contact Your National Tax Team

869 Boston Post Road
Madison, CT


2875 Ne 191st Street
Ste 601
Aventura, FL 33180
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Boca Raton
2424 N Federal Highway Stes 408
Boca Raton, FL 33431
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Coral Springs
10115 W. Sample Rd.
Coral Springs, FL 33065

Bonita Springs
3301 Bonita Beach Rd.
Suite 203
Bonita Springs, FL 34134
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Ft Myers
7370 College Parkway
Ste 100
Ft Myers, FL 33907

14802 N. Dale Mabry Blvd.
Suite 101
Tampa, FL 33618

44 Stelton Road
Piscataway, NJ 08854

2050 Eastchester Rd
Bronx, NY 10461

Lake Ronkonkoma
500 Portion Road
Lake Ronkonkoma, NY 11779
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181 East Jericho Turnpike
Mineola, NY 11501
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New Windsor
484 Temple Hill Road
New Windsor, NY 12553
office (845) 561-5540
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New York
3 East 54th Street, Suite 310
New York, NY 10022
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11 Raymond Avenue
Poughkeepsie, NY 12603
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Tax Planning and Wealth Management

The National Tax team can work with you to create a total tax management plan that includes both tax planning and financial advice. We help you prepare a tax and wealth management playbook that will grow with you and put you in a position to respond to changes in the market as well as changes in your life. Our accounting, tax and financial services professionals can also help you arrange financing and insurance options that can help you manage cash flow and grow your net worth.

Planning vs. Preparation

Our goal is to help you understand the difference between tax planning and tax preparation. Tax planning ensures that you keep the majority of your wealth, rather than being penalized for success.  Ultimately, a tax return should be the result of careful financial planning and sound financial advice.

Our Team

Our goal is to partner with you to understand your total financial picture and help you structure your assets and liabilities optimally. We provide our clients with a tax team that includes an accountant, tax advisor and lender so that we can answer all of your questions and respond as needed to any situation.

Interested in Selling Your Tax Practice?