Caruso and Company, PA

In Deerfield Beach, Florida, Caruso and Company, PA works as a certified public accounting practice and holds registration as an investment adviser. Its own account is of more than three decades in practice, with the most recent twelve years at its Deerfield Beach office. Most of its clients are in Florida, but it has worked with clients across the United States and in other countries.

Tax planning under Florida and federal law

The firm says it knows Florida and federal tax law closely and aims to help clients keep more of their money each year. Its tax work covers planning for businesses, timing and organizing expenses before the tax season, and planning for international and non-resident taxpayers. The site says the firm also serves clients in Dade and Broward counties as a Fort Lauderdale CPA firm, and it describes itself as a Boca Raton firm for clients in that area.

Estates, gifts and charitable giving

Planning extends to estates, charitable giving, gifts and trusts. The firm presents these services as ways of reducing taxes and managing assets, and it says they help clients answer the questions they face at different stages of life. Its tax and accounting services cover individuals as well as businesses.

Financial and investment planning

The firm offers financial planning, portfolio management, and tax and accounting services for individuals and businesses. Its advisers review a client's financial information and investment portfolio to build a strategy for reaching goals such as retirement, saving and greater financial security. Portfolio management is offered as an ongoing service to clients who want their investments looked after.

Starting with an initial review

The first step is an initial consultation in which the firm reviews existing finances and suggests strategies a client might use each year to save money and manage finances better. The firm presents this as the point at which it learns a client's situation, and its aim is to help clients achieve their financial goals.

An established local practice

The firm's site describes a practice that has served the Deerfield Beach area for a long time and that works across a wide range of industries. It says most of its client base is local, and that it knows the local economic climate and the companies working in it.