SERVICES


AT CASEY NEILON, WE ARE COMMITTED TO DELIVERING TOP-TIER PROFESSIONAL SERVICES THAT FOCUS ON SECURING YOUR FINANCIAL FUTURE.

Tax Services

Our reputation is built on our ability to successfully navigate through highly complex tax situations.

Business Solutions

Whether consulting on a specific business event or over a broad scope of parameters, planning is the key to success.

Captive Insurance

Leverage a multi-disciplinary team and top-tier global alliance that can integrate with your captive management.

Trust and Estate Planning

An integral part of wealth management and key to protecting your financial legacy.

Tax planning is a crucial component of financial strength. We offer year round tax planning for individuals and businesses, to bring awareness to various tax scenarios for better decision making. Our experienced professionals can assist you in planning for future events and determining what actions will provide the most favorable tax effects.

Our tax return preparation services range from individual tax returns to complex, multi-state corporations and partnership tax returns, and trust and estate returns.

Whether consulting on a specific business issue, or utilizing our Profit Infusion model to maximize profits, we can customize our consulting services to suit your needs. We can provide assistance with cleaning up your accounting records a well as designing procedures to find fraud or embezzlement.

If you are selling your business or developing a plan to transition to the next generation, we are here to advise you on how to maximize cash flow while minimizing tax consequences.

The Captive Insurance industry is growing at an unprecedented rate, fueled by forward thinking business owners who are looking to manage their risk in a more strategic manner. Captive owners and managers need to work with an accounting firm that has a depth of understanding of the regulatory compliance issues of the insurance industry. Our audit and tax professionals work with a growing number of captive insurance companies domiciled throughout the United States and Internationally.