If you require a Deerfield Beach CPA or Financial Advisor, we can provide you with some of the best advice and accounting services in the entire state. We also serve the Boca Raton and Ft Lauderdale areas. We have worked with a number of clients across the state, throughout the United States, and in other countries as well.
Most of our client base resides in Florida however and we are well-versed in the local business, local economic climate, and dealing regularly with a variety of local companies across a multitude of industries.We have over 30 years in practice as a Boca Raton CPA firm. For the last 12 years we have been conveniently located in Deerfield Beach. Our services cover a wide variety of business and personal needs.
We are also registered investment advisors for example, and can assist you a variety of financial planning services, portfolio management, and tax and accounting services for you or for your business. For those located in Dade and Broward counties, we also serve as a Fort Lauderdale CPA firm and can help you to achieve the best tax planning possible.
Most of our client base resides in Florida however and we are well-versed in the local business, local economic climate, and dealing regularly with a variety of local companies across a multitude of industries.We have over 30 years in practice as a Boca Raton CPA firm. For the last 12 years we have been conveniently located in Deerfield Beach. Our services cover a wide variety of business and personal needs.
We are also registered investment advisors for example, and can assist you a variety of financial planning services, portfolio management, and tax and accounting services for you or for your business. For those located in Dade and Broward counties, we also serve as a Fort Lauderdale CPA firm and can help you to achieve the best tax planning possible.
Services
Caruso and Company, P.A. is a Boca Raton CPA and Registered Investment Advisor firm.
We are dedicated to providing integrated tax, financial planning, investment advice, and fee-based money management services.
We harmoniously coordinate these disciplines so the sum of the parts becomes far greater than the individual parts in isolation.
We understand that the selection of a certified public accounting firm or an investment advisor is one of the most crucial decisions you will make for your personal life or business.
We are dedicated to providing integrated tax, financial planning, investment advice, and fee-based money management services.
We harmoniously coordinate these disciplines so the sum of the parts becomes far greater than the individual parts in isolation.
We understand that the selection of a certified public accounting firm or an investment advisor is one of the most crucial decisions you will make for your personal life or business.
Caruso and Company, P.A. has been serving professionals, manufacturers, service companies, wholesale, entrepreneurs, non-profit organizations and discriminating individuals in Boca Raton, Deerfield Beach, West Palm Beach, Broward County, South Florida, multiple states, Canada, the United Kingdom and internationally for over 30 years.
We offer a complete range of tax, accounting, and fee based money management services.
We also offer innovative financial strategies and structures to preserve and enhance wealth, protect assets, minimize income and estate taxes, and work with you to plan for your future.
We offer a complete range of tax, accounting, and fee based money management services.
We also offer innovative financial strategies and structures to preserve and enhance wealth, protect assets, minimize income and estate taxes, and work with you to plan for your future.
When it comes to tax services, Caruso and Company, P.A. has the knowledge and insight to assist clients through the maze of Federal and State tax codes, rules, and regulations.
Our dedicated professionals provide a wide variety of tax services.
Whether the client needs tax return preparation, gift and estate planning, tax research, or tax saving strategies, Caruso and Company, P.A. can help.
Caruso and Company, P.A. provides tax return preparation services for individuals, trusts, estates, corporations, partnerships, LLCs, and nonprofit organizations.
Our dedicated professionals provide a wide variety of tax services.
Whether the client needs tax return preparation, gift and estate planning, tax research, or tax saving strategies, Caruso and Company, P.A. can help.
Caruso and Company, P.A. provides tax return preparation services for individuals, trusts, estates, corporations, partnerships, LLCs, and nonprofit organizations.
Helping our clients develop and maintain a good accounting system.
This is one of the keys to providing superior accounting services at a reasonable cost and supports our belief in giving our clients as much information as possible to improve their bottom line.
Utilizing the latest technology to more efficiently perform accounting and bookkeeping functions.
Providing accounting and bookkeeping services for clients who need part-time assistance, including preparation of journal entries, payroll tax returns, bank reconciliations, general ledger postings, and interim compilation of financial statements.
This is one of the keys to providing superior accounting services at a reasonable cost and supports our belief in giving our clients as much information as possible to improve their bottom line.
Utilizing the latest technology to more efficiently perform accounting and bookkeeping functions.
Providing accounting and bookkeeping services for clients who need part-time assistance, including preparation of journal entries, payroll tax returns, bank reconciliations, general ledger postings, and interim compilation of financial statements.
As a Boca Raton Financial Advisor and CPA, we must legally follow a Fiduciary Standard of Care, which means that we have a single duty of loyalty to always act in your best interest.
Compare that to the "Suitability Standard" which is what most brokers, bankers, "financial advisors" and insurance salespersons owe their clients.
Investment recommendations must be suitable, but they don't have to be in the clients' best interest.
Financial professionals held to a Suitability Standard only have a divided loyalty between their clients and their own financial best interests.
Compare that to the "Suitability Standard" which is what most brokers, bankers, "financial advisors" and insurance salespersons owe their clients.
Investment recommendations must be suitable, but they don't have to be in the clients' best interest.
Financial professionals held to a Suitability Standard only have a divided loyalty between their clients and their own financial best interests.
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