Who We Are
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. Caruso and Company, P.A. Certified Public Accountants, is a Boca Raton CPA and also a Registered Investment Advisor.
Anthony Caruso, CPA also holds the PFS (Personal Financial Specialist) designation. In addition to 30 years in tax practice, Tony has been managing investment portfolios for the last 13 years.
Because of our multi disciplined background, we combine tax and estate planning, financial planning, insurance analysis and portfolio management all under one roof, all integrated to work together seamlessly for your best interests.
• We deliver quality for all of our clients – without compromise. We are passionate and proud of what we do. We consider our clients as family, advising them objectively, and without conflict of interest. We adhere to a strict code of ethics and our client’s best interests always come first.
• We deliver results for all of our clients – consistently. When you choose Caruso and Company you will get effective tax and financial planning results because we work harder and smarter and on time. We will stay on top of things for you with a relentless pursuit for excellence.
• We have earned implicit client trust. As both a Boca Raton CPA and RIA, we have a fiduciary duty to our clients. The word “fiduciary,” means someone who’s committed to putting your financial interests ahead of his or her own. Most of the people who want to give you advice about your money aren’t held to that high standard. At best, they’re held to a “suitability” standard, which means they’re supposed to reasonably believe that the investment and insurance products they want you to buy are appropriate for your situation. We have earned our client’s trust by providing them with proactive advice. They know we work from the heart; not just exceptional minds. We respect that trust, and dedicate our company to earning it anew every day.