Neil G. Carousso, CPA, CFP

Neil G. Carousso, CPA, CFP We help people about to retire or already in retirement by assisting in Social Security, Medicare, Wealth planning, IRA planning and income tax preparation.

Neil G. Carousso, CPA, CFP specializes in handling income tax, as well as providing financial, retirement, and investment planning services. Aside from filing your taxes, Neil G. Carousso, CPA, CFP in Bayside, New York, also offers tax and investment planning services. He can help plan and coordinate a successful retirement by building Confidence and Wealth.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/19/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/17/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/15/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Social Security: Retirement's main source of income or monthly bonus? You decide.
06/12/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/10/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/08/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/05/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
06/03/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Address

3601 208th Street
Bayside, NY
11361

Opening Hours

Monday 9am - 6pm
Tuesday 11am - 8pm
Wednesday 9am - 6pm
Thursday 11am - 8pm
Friday 9am - 6pm
Saturday 10am - 4pm

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