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Accounting Firm

Caruso and Company, PA

Florida CPA firm and registered investment adviser offering tax, accounting and financial planning to people and businesses

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About Caruso and Company, PA

Caruso and Company, PA is a certified public accounting practice in Deerfield Beach, Florida, that also acts as a registered investment adviser. It covers the Boca Raton and Fort Lauderdale areas, and most of its clients are in Florida, though it also has clients elsewhere in the United States and abroad.

What Caruso and Company, PA offers

  • Tax and accounting: tax and accounting work for individuals and for businesses.
  • Tax planning: business tax planning, timing expenses ahead of tax season, and international and non-resident planning.
  • Estate and gift planning: planning for estates, charitable giving, gifts and trusts.
  • Financial planning: reviews of finances and investments to build a strategy for retirement and other goals.
  • Portfolio management: ongoing management of client investment portfolios.

Clients

The firm serves individuals and companies across many industries, mainly in Florida, including Dade and Broward counties.

Key facts

  • Based in: Deerfield Beach, Florida
  • Experience: more than 30 years in practice, the last 12 in Deerfield Beach
  • Registration: registered investment advisers
  • First meeting: an initial consultation to review existing finances

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-25. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1996 (30 years) evidence sent

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