RETIRED COUPLE INCREASE COMFORT ABOUT THE FUTURE THROUGH ENHANCED ESTATE PLAN AND TAX STRATEGIES 2018-09-15T02:40:26+00:00

TESTIMONIALS

HOW WE IMPACT OUR CLIENTS

KEY INSIGHT

“Having sound tax and financial advice is essential before making major new financial commitments.”

Steve Sidells

THE SERVICES ACQUIRED

The Sidells asked Darsi Casey, Managing Shareholder of Casey Neilon, to take the lead on financial oversight of their affairs, their accounts and their estate plan.  Casey Neilon also provides annual tax consulting and tax preparation services for the Sidells family.

But what seems to please the Sidells most is the level of service and the closeness of the relationship between Casey Neilon and their heirs.  “We are not entrepreneurs,” says Mr. Sidells.  “But we like the fact that Casey Neilon serves so many entrepreneurs.”

“We have grandchildren who might very well one day be business owners and they’ll need good advisors.  I take comfort in knowing that the same people who are providing us great service today could someday be guiding our loved ones as they grow their careers.”

Casey Neilon also provides consulting services for the occasional situation where tax advice is needed or where an investment transaction has tax implications.  Says Mr. Sidells: “Having sound tax and financial advice is essential before making major new financial commitments.”

THE IMPACT TO THE CLIENT

The Sidells have greater peace of mind today because Casey Neilon is serving them, representing their interests and watching over their affairs.  The Sidells have been committed to choosing younger professionals of good character and excellent skill who can serve their family.

“Our objective with Casey Neilon,” states Mr. Sidells, “is to have professional advisors help our family to understand, develop and make good financial management decisions.  Casey Neilon is a trustworthy and well-integrated group of tax and financial advisors who are responsive and service-minded.  They provide the best value compared to other firms we have worked with.”

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.