Topic
Tax Planning
Reducing your tax liability during the year, while the moves still count.

article · Tax Planning
The Year-End Financial Checklist for Optometry Practices
October through December 31 is the last window to shape your 2026 tax outcome. Eight items deserve attention now: S-corp owner compensation...

article · Tax Planning
S Corp vs. LLC: When the Switch Actually Pays
An S Corp election lets you split profit into a W-2 salary and a distribution. You pay FICA payroll taxes on a reasonable salary;...

article · Tax Planning
What Skipping Quarterly Tax Planning Costs an OD
Most practices set quarterly estimated payments to avoid a penalty, then find out in April what they missed. The decisions that actually...
Our clients' reviews
Here is what they say about working with us
Jose is wonderful! I recently started my own small business, and he has been so helpful. He is knowledgeable, efficient and proactive. I feel very safe and secure knowing I have him as my accountant. He is always quick to respond to my questions and I enjoy working with him. He has made running my business a lot easier and stress free. He is a true team player. Thank you Jose!
I have worked with Caro & Associates for 8+ years, they are very professional, excellent work and very good service to their clients.
Jose is a very passionate and knowledgeable accountant. He is one of the few people I trust with my business, and with my clients. If you don't have an accountant and you're in the Lynnwood, Edmonds, Seattle, or Shoreline area, he is a must see. A good accountant is essential to having a successful business.