Financial Services · Tax & Wealth Services

B. Riley Wealth Tax Services

484 Temple Hill Rd, Suite 106, New Windsor, New York, 12553

Google Maps Updated: 19 May 2026
Authenticity Score: 95/100
About

Clients consistently praise this firm for its professionalism, expertise, and personalized service. Many have been with the firm for years, highlighting the trust they have in the team. The staff is described as knowledgeable, patient, and always willing to go the extra mile to help with complex tax and financial needs.

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We analyze 75 public reviews for B. Riley Wealth Tax Services using our data models and filter out spam to highlight only authentic feedback.

Performance Scores
Process Efficiency 90/100
Staff Helpfulness 95/100
Pro Tip

Schedule your tax appointments well in advance, as their expertise is in high demand.

Tax Preparation
Financial Planning
Pros & Cons

✓ What Works Well

  • Highly knowledgeable staff
  • Personalized service
  • Trustworthy and professional

✗ Areas to Improve

  • Occasional communication issues
  • High demand during tax season
Frequently Asked Questions
  • Can you help with business taxes?
  • How do I schedule an appointment?
  • Are you accepting new clients?
User Feedback

The team is spot on with tax advice.

Great bang for the buck for peace of mind.

They treat you like family.