You Get The Best Of Both From Caruso and Company, PA
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. We know Florida tax laws and federal tax laws extremely well and as a result we can help you to save money each and every year.
Other services that we can provide include tax planning for your business, timing and organizing your expenses for tax season, planning for estates, charitable giving, tax planning for gifting and trusts, international and non-resident tax planning and more. All of these services can help to provide you with the answers that you need as well as some strategies that can help to reduce taxes and manage assets. As a Boca Raton Accountant, we are here to help save you money and make you money. We are here to help you achieve all of your financial goals and can provide you with a portfolio management service for a small management fee.
Caruso and Company, PA will also offer you a special free initial consultation that will help you to review your existing finances. Through this initial consultation we can help to suggest a number of strategies that you might be able to utilize each year to save money and better manage your finances. As a Boca Raton Financial Advisor, we will extensively review all of your financial information and your investment portfolio to help provide you with an appropriate strategy that you can use to reach financial goals, save money for retirement and also become financially more secure.