Certified public accountant in Bayside, NY (show on map)
5.0
★★★★★
55 reviews
CPA and Certified Financial Planner™ practitioner offering income tax preparation, financial planning, retirement advisory, Medicare & Social Security planning, and life & health insurance services since 1985.
Neil G. Carousso, CPA, CFP® has been guiding clients toward financial success since 1985 through comprehensive tax preparation, financial planning, retirement advisory, Medicare & Social Security planning, and life & health insurance services.
His unique approach integrates income tax analysis with complex areas such as Medicare insurance, Social Security, and investments to achieve financial success. Services include advising on retirement challenges, Medicare planning, retirement & investment advisory, and life & health insurance counseling.
CPA expertise
CFP® certification
Integration of tax, retirement, and insurance planning
Personalized client education and communication
Services
Income Tax Preparation & Planning
Comprehensive tax preparation and planning services to minimize tax liabilities and maximize savings.
CPA expertiseTax credit and deduction identificationIntegration with financial planning
Medicare & Social Security Planning
Guidance on Medicare options, Social Security benefits, and financial strategies to navigate complex healthcare and retirement benefits.
Medicare plan selectionSocial Security benefit optimizationFinancial strategy integration
Retirement & Investment Advisory
Strategies to ensure sustainable retirement income, address market volatility, and manage rising costs.
Personalized insurance counseling to protect dependents, home, estate, and assets.
Life, health, disability, Medicare insuranceLong-term care coverage
Credentials & Certifications
CPA
Since 1985
CFP®
Since 1985
Reviews
Rating
5
★★★★★
Reviews
55
"His knowledge is unsurpassable, and his service is rapid and accurate."
Frequently Asked Questions
What is the best timing to sign up for Medicare? +
The best timing to sign up for Medicare is during the Initial Enrollment Period, which begins three months before the month you turn 65 and ends three months after the month you turn 65.
How can I minimize my Social Security taxes? +
To minimize Social Security taxes, you can manage your overall income to stay below the threshold where up to 85% of your benefits may be taxable, and consider tax-deferred investment vehicles to reduce taxable income.
What is the benefit of working with a CPA for tax preparation? +
Working with a CPA for tax preparation ensures comprehensive tax credit and deduction identification, integration with financial planning, and year-round attention to optimize tax savings.
5.0
