HOW WE IMPACT OUR CLIENTS
“Casey Neilon helps me run a more profitable business and keep more of my hard-earned money.”
Jason Lococo, Entrepreneur
THE SERVICES ACQUIRED
Casey Neilon provides business and personal tax consulting services to Mr. Lococo. More than just once-a-year, however, Casey Neilon works with Jason year-round, advising him on a wide-range of decisions that impact his business and personal finances.
“They help me throughout the year,” says Mr. Lococo, “with all sorts of things. I seek their advice about quarterly tax filings, purchasing a vehicle, buying rental properties in the most tax-efficient way, allocating funds to a SEP or IRA and other important decisions.”
“If I didn’t have them helping me and guiding me on these decisions, I simply wouldn’t make the purchases or wouldn’t feel confident about the decisions I did make. I also appreciate the annual tax organizer that they send out each year that helps me see where we were last year compared to where we are this year.”
THE IMPACT TO THE CLIENT
Mr. Lococo is a more confident and well-informed entrepreneur as a result of Casey Neilon serving him. “Taxes are a whole other language that I don’t care to understand,” says Mr. Lococo. “Casey Neilon seems to simplify things and not hound the way others do – especially people like me with rentals and complex situations.”
“I think Casey Neilon is much more than your average accountant who can spit out a tax return. The service is more personal and individualized to my unique situation. They understand how to work with entrepreneurs who have complex holdings and have a lot on their plate.”
“Financially, I feel like I’ve got someone in my corner to help me make decisions I won’t regret. If you manage your money well as a business owner, you should have more of it. Casey Neilon helps me run a more profitable business.”
ABOUT CASEY NEILON
Casey Neilon is an independent accounting consultancy dedicated to the success of entrepreneurs and their families. The firm was founded in 2005 in Northern Nevada. For more than a decade, business owners have trusted Casey Neilon to solve some of their most complex tax and finance challenges. If you need a long-term partner to do so much more than mitigate taxes, you need Casey Neilon.