Logo, Neil G. Carousso, CPA, CFP®

Neil G. Carousso, CPA, CFP®

Your Personal Money Coach

Client Portal

(718) 423-1100
3601 208th Street, Bayside, NY 11361


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Your Personal Money Coach:  Strategy ~ Guidance ~ Planning

Our Mission: To guide you toward Financial Success

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 knowing I am there as their Personal Money Coach. 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.

Areas of Expertise include:

Individual & Small Business Income Tax Preparation and Planning

Medicare & Social Security Coaching

Retirement & Investment Coaching

Life & Health Insurance  

Request Your Complimentary Consultation Today

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 to obtain peace of mind.

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

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




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