Comprehensive Tax & Wealth Services
Tax & Accounting Services
Our Tax Services professionals can work with you to implement well-thought-out financial strategies that minimize tax liabilities for both individuals and businesses. Whether you need help you with a tax return, or to address more complex needs that call for a total tax management plan that integrates our tax expertise with comprehensive financial advice, the Mineola team is available to help. Our tax professionals keep up with qualified designations, ensuring you will be provided with the expertise needed in the face of ever-changing federal and state tax laws.
- Tax Planning
- Tax Preparation
- Bookkeeping
- Accounting
- Sales Tax
Wealth Services
At B. Riley Wealth, we are committed to your financial independence. We provide comprehensive collaborative financial solutions for individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments.
Our B. Riley Wealth financial professionals can help you navigate the complex world of wealth management to pursue your desired financial outcomes. Our professionals are well-positioned to provide expertise and resources across a wide variety of financial instruments such as stocks, bonds, mutual funds, ETFs, actively managed funds, alternatives, as well as borrowing and liquidity solutions.
Let B. Riley Wealth help you enjoy your wealth today, while growing and protecting it for the future.
What We Do
- Retirement income planning
- Investment planning and coordination
- Financial strategies
- Risk management and insurance
- Alternative investments
- Managed investment portfolios
- Corporate retirement plan advisory services
- Trust account coordination*
- Lending and liquidity resources*
- 1031 Exchanges
*Offered through trusted third-party partners.