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

Madison
869 Boston Post Road
Madison, CT
06443
203-245-6175

Website

Aventura
2875 Ne 191st Street
Ste 601
Aventura, FL 33180
305-692-5204
Visit Website

Boca Raton
2424 N Federal Highway Stes 408
Boca Raton, FL 33431
561-569-8185
Visit Website

Coral Springs
10115 W. Sample Rd.
Coral Springs, FL 33065
561-367-7371

Bonita Springs
3301 Bonita Beach Rd.
Suite 203
Bonita Springs, FL 34134
239-495-0381
Visit Website

Ft Myers
7370 College Parkway
Ste 100
Ft Myers, FL 33907
239-481-4344

Tampa
14802 N. Dale Mabry Blvd.
Suite 101
Tampa, FL 33618
813-264-2555

Piscataway
44 Stelton Road
Piscataway, NJ 08854
732-752-8181

Bronx
2050 Eastchester Rd
Bronx, NY 10461
718-518-7800

Lake Ronkonkoma
500 Portion Road
Lake Ronkonkoma, NY 11779
631-981-6296
Visit Website

Mineola
181 East Jericho Turnpike
Mineola, NY 11501
516-621-2500
Visit Website

New Windsor
484 Temple Hill Road
New Windsor, NY 12553
office (845) 561-5540
Visit Website

New York
3 East 54th Street, Suite 310
New York, NY 10022
212-426-8187
Visit Website

Poughkeepsie
11 Raymond Avenue
Poughkeepsie, NY 12603
845-485-3300
Visit Website

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?