Sergio Neely

Meet Sergio M. Neely: Experienced Accounting Professional and Enrolled Agent

At Corporate F.A.C.T.S., we take immense pride in having a team of skilled professionals dedicated to excellence, and Sergio M. Neely undoubtedly stands out as one of our brightest stars. With a vast reservoir of knowledge and a knack for detail, Sergio has been an invaluable asset to our organization and the many clients he serves.

  • A Wealth of Education and Experience: With academic credentials that speak volumes, Sergio's Bachelor of Science in Accounting and a Master of Science in Taxation have solidified his foundation in the financial realm. His expertise, refined over two decades, spans across various facets of the financial sector, from accounting and auditing to taxation and consultation.
  • Versatility at Its Best: Sergio's prowess is not limited to one particular niche; he has offered his skills to a diverse range of entities including government bodies, small enterprises, and non-profit organizations. His talent for creating and critically evaluating programs for federal agencies showcases his analytical capabilities and his commitment to ensuring financial accuracy and transparency.
  • A Pillar for Small Businesses: Understanding the unique challenges that small businesses face, Sergio has become a cornerstone for many. He not only provides essential tax, accounting, and consultation services but also diligently prepares financial statements and assists with audits. His representation of clients in their dealings with the IRS and state tax filings exemplifies his dedication and proficiency.
  • A Journey of Excellence: Before gracing Corporate F.A.C.T.S. with his expertise, Sergio dedicated 17 years to CPA firms, perfecting his skills and emerging as a force to be reckoned with in the world of finance.

Sergio M. Neely is not just an accounting professional; he is a testament to the dedication, expertise, and passion that Corporate F.A.C.T.S. embodies. His comprehensive approach to finance, combined with his ability to navigate complex financial terrains, makes him an irreplaceable asset to our team and the many clients who rely on his expertise.

 
Michael Whaley
Financial Management Consultant
 
Michelle E. Bush
President/CEO