B. Riley Wealth Tax Services - New Windsor, New York

Yolanda Johnson

I have worked with Marlene Kelley at B.Riley Wealth and Tax services for the last 2 years. She is by far the best tax referral I ever received! She has worked with me through a complicated situation and I feel confident the solution is soon to come. She has been thorough, patient and kind, not judgmental in any way. She is also personable and asks about my family by name! She is also accessible and I can reach her by email or text. She will often meet with me also after my work hours. I am very grateful for Ms. Kelley professionalism and expertise in a world that seems so complicated at times. I highly recommend this tax service and the personal service of Ms. Kelley to handle your most valuable personal tax concerns.

Patrick Ryan

I highly recommend B. Riley Wealth Tax Services!
They are incredibly professional, detail-oriented, and knowledgeable. Ken Copans made the entire tax filing process seamless, taking the time to explain everything clearly and ensuring my wife and I understood our financial situation. Their expertise saved us money and gave us peace of mind knowing our finances were in excellent hands.
If you’re looking for someone reliable, efficient, and approachable, B. Riley Wealth is the perfect choice!

Daniel Merino

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I've been working with Marlene as my accountant for many years, and I can't express enough how grateful I am for her expertise and dedication. From the early days when her office was just a small operation, Marlene has always been there, guiding me through the complexities of tax compliance with ease and professionalism.

What truly sets Marlene apart is her commitment to educating her clients. Whenever I'm confused about tax implications, she takes the time to explain everything in a way that's easy to understand. Her patience and willingness to ensure I fully grasp the situation have been invaluable.

If you're looking for an accountant who combines expertise with a personal touch, Marlene is the one you can trust. Highly recommended!

Robert VanCott

I reached out to B. Riley Wealth Tax Services earlier this year to understand my first year business tax liabilities. My first visit entailed a very productive conversation with senior management to ensure my needs would be properly addressed. Shortly thereafter, I met with Ray to begin working through my business records. Ray quickly analyzed my year to date payments and expenditures and provided me with a P&L statement that brought clarity and peace of mind to my concerns. Not only will B. Riley Wealth Tax Services be handling my business account; they will also be handling my family's personal tax returns as well. This is a solid business and the staff are friendly, knowledgeable, and professional. I heartedly endorse them!

Alan Axelrod

Ken Copans has been my CPA for many years. His knowledge, expertise, responsiveness and professionalism continues to be top notch. In fact, as a practicing Attorney for many years before recently retiring, I referred many clients to him and all have been very pleased.
He, as well as his Staff, have always been a pleasure with which to work. Also, I do not only consider Ken to be an excellent CPA but, also, I consider him a friend.
Ken, and his staff, have my highest recommendation.

Debbie Riley

My husband and I have been working with Ken Copans for many years now. His expertise has always made tax season as easy and straightforward as possible. He is a pleasure to work with- he is organized, responsive, knowledgeable and professional! We have enjoyed working with him and B. Riley Wealth over the years!

Monica DuBois

Ken Copans has been our tax man for many many years. Ken has proven to have a vast knowledge in helping us with our returns. Asking questions as he reviews our outline of that years tax return. Always adding a very funny joke to lighten the moment. Ken is the most patient and concerned tax person you will ever meet. Ken has a keen sense of people. Then as we leave a hug that leaves me with the added knowledge that I am more than a number but a client that matters. ONLY Ken can carry that... he is a treasure,
AND the staff are always very accommodating.

Anthony Pascale

I have been a client of Madeline Sorrentino for over 40 years. Madeline is the best of the best, truly 5 stars. She is always prompt, professional, courteous and exacting. She worked very closely with my wife Sandy and I throughout my 47 year career as a dentist. She delivered the
same thoughtful organized care to us
year in and year out. Her advice has always been 100% and her patience is as
Great. Highly recommended!!!