Neil G Carousso, Cpa, CFP
Coaching clients since 1985 as a Certified Public Accountant (CPA) and working as a Certified Financial Planner™ practitioner has allowed me to guide my clients toward financial success and provide piece of mind. With my unique approach I am able to help educate, simplify and implement financial strategies by integrating income tax analysis with the complex and confusing areas of Medicare insurance, Social Security and investments in order to achieve financial success.
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Sentiment Analysis
Easy to talk to and lays out information so anyone can understand.
He answered all of our questions, and provided us with useful information for the future.
Neil has been a phenomenal resource to help me with taxes, financial advising and long-term planning!
Recently my wife and I have taken to the road full-time in our RV and we were initially concerned about preparing our taxes.
I am grateful for his services because taxes is one thing I do not have to stress about.
The best part of working with him is how friendly he is - we bombarded him with questions in our consultation (some of which we felt silly asking), but he happily addressed them all to our satisfaction.
This is my second year to have Nail as my tax preparer, he is responsible, efficient, and organized.
After my accountant of over 20 years retired, I was nervous to find a new one, especially during a pandemic when I could not meet the accountant in person.
He's extremely knowledgeable, accessible, and spends time to answer all of my questions from changes in the tax code to special circumstances around equities or real estate.
He gave her straight forward advice that she wasn't able to get after approaching several CP As (approximately 5+).
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