Tax Services

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. Caruso and Company, P.A. has extensive experience not just in the preparation of Federal tax returns for clients, but also in the filing of multiple state returns.

Because our clients are doing business throughout the U.S. and abroad, we ensure that they comply with all State tax requirements, as well as Federal tax laws. As businesses grow and expand, they need more than just compliance services. Caruso and Company, P.A. can help clients choose the most appropriate type of business entity, and can assist with business succession planning, selection of retirement and employee benefit plans, and strategies for the purchase or sale of a business. Caruso and Company, P.A. can help building owners accelerate income tax depreciation and increase cash flow. We also help our business clients take advantage of all available tax credits and deductions specific to their industry.

For individual tax services, we work with clients to develop tax saving strategies by offering personal attention to their needs. Caruso and Company, P.A. professionals can provide tax services for income tax planning, estate and gift tax planning, and retirement planning. We can help clients who have divorce and support issues, those who need help in establishing trusts, and those who need specialized services, such as assistance with life insurance needs, charitable gift planning, and intrafamily planning. We also represent our clients before the IRS if a tax return is audited or if questions arise about a return.

Let the professionals at Caruso and Company, P.A. help you minimize your taxes and achieve your financial objectives through careful tax planning.