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
7370 College Parkway
Ft Myers, FL 33907
14802 N. Dale Mabry Blvd.
Tampa, FL 33618
44 Stelton Road
Piscataway, NJ 08854
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.