Business Details
Trusted Accountants in Deerfield Beach, FL
Caruso and Company and Company has been delivering comprehensive tax, accounting, and financial advisory services for over 30 years. Our firm combines deep expertise in tax compliance, estate planning, and portfolio management to help clients preserve wealth and achieve long-term financial goals. As both a Certified Public Accounting firm and Registered Investment Advisor, we operate under a fiduciary duty to prioritize client interests above all else.Our multidisciplinary approach integrates tax strategies, financial planning, and business consulting to create tailored solutions for individuals and businesses across South Florida and internationally. With decades of experience navigating complex tax codes and financial markets, we provide proactive advice backed by a relentless commitment to excellence and client trust.
Services
Tax Services
Accounting Services
Financial Advisory
Payroll Services
Business Consulting
Highlights and features
- We combine 30+ years of tax expertise with investment advisory services
- Our team operates under strict fiduciary duty to clients
- We offer integrated tax, accounting, and financial planning solutions
- We provide free initial consultations for all prospective clients
- Our professionals hold advanced certifications including CPA and PFS
Associations and certifications
- Registered Investment Advisor
- PFS (Personal Financial Specialist)
Services
Tax Services
Our tax services combine deep expertise in federal and state tax codes with personalized strategies to minimize liabilities. We handle return preparation for individuals and businesses while developing customized tax-saving plans. Our professionals represent clients during IRS audits and create specialized strategies for estate, gift, and international tax planning.
Accounting Services
We provide comprehensive accounting solutions including system development, bookkeeping, and financial statement preparation. Our services support businesses with budgeting, cash flow analysis, and QuickBooks consulting. We help clients implement effective financial reporting systems and offer strategic guidance for business transitions and mergers.
Financial Advisory
As registered investment advisors, we offer portfolio management and financial planning services. Our fiduciary approach focuses on retirement planning, asset protection, and wealth preservation strategies. We integrate tax planning with investment management to create comprehensive wealth solutions for individuals and businesses.
Payroll Services
Our payroll services handle all aspects of employee compensation reporting. We prepare and file W-2s and 1099s, manage federal and state tax deposits, and ensure compliance with employment tax regulations. This comprehensive solution helps businesses maintain accurate payroll records while saving time and reducing administrative burdens.
Business Consulting
We provide strategic business consulting covering entity selection, succession planning, and operational improvements. Our experts assist with business valuations, merger analysis, and implementation of employee benefit plans. We help owners understand financial metrics to make data-driven decisions that enhance business performance.
People
Anthony Caruso
CPA, PFS
Anthony Caruso and Company and Company is a Certified Public Accountant with a Personal Financial Specialist designation. He has over 30 years of tax practice experience and 13 years managing investment portfolios. His expertise spans tax planning, estate strategies, and integrated financial solutions for individuals and businesses.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including system development, bookkeeping, financial reporting, budgeting, and QuickBooks consulting for businesses of all sizes.
Do you serve clients outside South Florida?
While based in Deerfield Beach, we serve clients throughout the United States and internationally with our comprehensive tax and accounting solutions.
What makes you different from other accounting firms?
We uniquely combine CPA services with investment advisory expertise under a fiduciary duty to clients, offering integrated financial solutions not found at traditional accounting firms.
Do you offer free consultations?
Yes, we provide complimentary initial consultations to review your financial situation and recommend strategies to help achieve your tax and investment goals.
How do you handle complex tax situations?
Our team specializes in navigating complex tax codes with strategies for estate planning, international tax compliance, business succession, and maximizing available deductions and credits.
What industries do you work with?
We serve diverse industries including manufacturing, professional services, non-profits, real estate, and family-owned businesses with tailored accounting and tax solutions.
Reviews (1)
Catalin George
Sep 25, 2013
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Anthony Caruso is a wonderful Financial Advisor and CPA. I wouldnt trust any one else. Definitely Recommend.
