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CONTACT NEIL 



(718) 423-1100

3601 208th Street,
Bayside, NY 11361

 


Client Portal

  

 BOOK Appointment

 * Home
 * About Neil
 * Income Tax Preparation & Planning
 * Medicare & Social Security Coaching
 * Retirement & Investment Coaching
 * Life & Health Insurance
 * Location & Contact
 * Disclosures
    * Form CRS (Customer Relationship Summary)
    * Business Continuation Plan
    * Privacy Policy

 * Useful Videos, Forms & Links
 * Educational Webcast
 * 






INCOME TAX PREPARATION
& PLANNING





MEDICARE & SOCIAL
SECURITY COACHING





RETIREMENT &
INVESTMENT COACHING





LIFE & HEALTH
INSURANCE



OUR MISSION: TO GUIDE YOU TOWARD FINANCIAL SUCCESS


WHAT WE DO



What We Do


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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.



My Turning Age 65 Program is designed for people close to or living in
retirement.

Living Longer: increasing life spans create the risk you'll outlive your
savings.



Rising Costs: inflation, healthcare costs and taxes can erode your future
purchasing power.

Market Uncertainty: market volatility and low interest rates can have a
devastating impact on your retirement income.

This program is about carefully designing a plan by integrating your personal
goals and objectives into as strategy geared toward these financial retirement
challenges.


Create an Investment Plan to Acheive Your Goals

Click Here

 



LEARN ABOUT NEIL G. CAROUSSO, CPA, CFP®

Since 1985, Neil G. Carousso has provided income tax preparation and financial
consulting to individuals and businesses throughout Bayside and the Tri-state
areas. His continuing mission is to serve you with the highest level of
expertise and professionalism possible.


Contact our Tax & Financial Service firm.

(Securities and investment advisory services offered through NGC Financial, LLC)

(Member FINRA/SIPC/MSRB Registered~  (718) 423-1100)

Useful Videos, Forms & Links

http://www.finra.org

http://www.sipc.org

Check the background of this firm on FINRA's BrokerCheck


Thank you for your interest. Contact us.

Our Location

Phone Number
(718) 423-1100

Office Location
3601 208th Street,  Bayside, NY 11361

Hours of Operation
Monday, Wednesday, & Friday:
10:00 a.m. - 5:00 p.m.
Tuesday & Thursday:
10:00 a.m. - 8:00 p.m.
Saturday: 10:00 a.m. - 3:00 p.m.



Home | About Neil | Income Tax Preparation & Planning | Medicare & Social
Security Coaching | Retirement & Investment Coaching | Life & Health Insurance |
Location & Contact | Disclosures | Useful Videos, Forms & Links | Educational
Webcast




Copyright © 2023 Web Design by Web.com Group, Inc.

 * Home
 * About Neil
 * Income Tax Preparation & Planning
 * Medicare & Social Security Coaching
 * Retirement & Investment Coaching
 * Life & Health Insurance
 * Location & Contact
 * Disclosures
   * Form CRS (Customer Relationship Summary)
   * Business Continuation Plan
   * Privacy Policy
 * Useful Videos, Forms & Links
 * Educational Webcast