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Caruso and Company, P.A. is a Boca Raton CPA and Registered Investment Advisor firm. We are dedicated to providing integrated tax, financial planning, investment advice, and fee-based money management servicesWe harmoniously coordinate these disciplines so the sum of the parts becomes far greater than the individual parts in isolation.
We understand that the selection of a certified public accounting firm or an investment advisor is one of the most crucial decisions you will make for your personal life or business. As a Fort Lauderdale CPA and Boca Raton Financial Advisor, we follow the fiduciary duty standard. While many financial advisors are not required by law to apply fiduciary duty to their clients, we embrace it. The word “fiduciary,” means someone who’s committed to putting your financial interests ahead of his or her own.