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Business Details
We are RJ Caruso Tax & Accounting, a full-service accounting firm that has served individuals and businesses in Oswego since 2004. Our Enrolled Agents bring decades of specialized tax expertise and hold active certifications that enable precise compliance and strategic planning. We pride ourselves on treating every client, regardless of size, with the same dedication and professional standards. Our team solves complex financial challenges by combining deep industry knowledge with proactive problemsolving approaches. We maintain rigorous quality controls and transparent communication to ensure client confidence at every step. With a proven track record of supporting growing companies, we possess the resources and personnel to handle largescale accounting needs.

We offer comprehensive services including tax planning, business succession planning, and fullservice bookkeeping tailored to each clients objectives. Our commitment to client satisfaction drives us to provide oneonone attention, timely filings, and accurate preparation of returns for individuals, corporations, partnerships, estates, and trusts. We continuously invest in training and technology so that our methods remain current and effective for modern financial demands. Our reputation is reinforced by longterm relationships, as evidenced by clients who have relied on us for over ten years. We are dedicated to guiding you every step of your financial journey, ensuring that the numbers we provide empower informed decisions for your business and family.
Highlights and features
  • We provide 20+ years of Enrolled Agent tax expertise.
  • We guarantee accurate tax filings and timely payroll processing.
  • We offer personalized, oneonone guidance for individuals and businesses.
  • We maintain full transparency and responsive support for each client.
  • We serve clients for over ten years with trusted results.
Services
Tax planning
Tax planning provides strategic guidance for individuals and businesses to minimize liabilities and optimize deductions. Our Enrolled Agents analyze your financial situation, identify opportunities, and create customized strategies aligned with your goals. Clients benefit from reduced tax exposure, improved cash flow, and greater confidence in their financial decisions.
Business succession planning
Business succession planning helps owners transition ownership smoothly while preserving wealth and legacy. Our experienced agents design customized succession strategies for family businesses, executives, and highnetworth individuals. The result is a clear succession roadmap, protected assets, and continued business stability for future generations.
Tax preparation
Tax preparation delivers accurate filing of individual, corporate, partnership, estate, and trust returns for all client types. Our Enrolled Agents ensure full compliance with evolving regulations while identifying every eligible credit and deduction. Clients receive timely, errorfree returns, peace of mind, and optimized tax outcomes for their financial health.
Payroll processing
Payroll processing automates weekly tax withdrawals, timely payments, and accurate employee wage calculations. Our system handles quarterly tax report filings, yearend W2 preparation, and direct deposit for all staff. Clients benefit from reduced administrative burden, compliance assurance, and more time to focus on core business activities.
Insurance quote
Insurance quote services provide personalized coverage options for individuals and businesses seeking liability, cyber, or life protection. Our experts assess your risk profile and match you with tailored policies that meet your budget and protection needs. Clients gain comprehensive coverage, peace of mind, and financial security without hidden fees.
Reviews (2)
Jenna Hart
Aug 22, 2021 Report
Jason is my accountant ! He is incredible! Always gets back to me and does everything he says he is going to do in a timely fashion. I drive an hour to get to RJ Caruso and the drive is so worth it!
Liz Fraser
Jun 14, 2020 Report
Excellent service here and they back up their work with follow up if needed. Friendly and we always leave very happy with the outcome.