We see our clients as part of our family. That means we treat your family's financial considerations with the same respect we treat our own finances. We understand that life is a unique mosaic of family, interests and dreams, and we help you plan to protect them. We began our firm in 1974 as a small operation that provided tax preparation and consulting advice to members of the Sarasota community.
Since day one, our focus has been on delivering quality and personalized guidance - backed by knowledge and experience. Now, more than four decades later, Cavanaugh & Co is the premier provider of services related to tax, accounting, audit and assurance, family financial planning and more. While our staff, services and locations may have expanded over time, our commitment to serving the Greater Sarasota and Venice communities remains the same.
Since day one, our focus has been on delivering quality and personalized guidance - backed by knowledge and experience. Now, more than four decades later, Cavanaugh & Co is the premier provider of services related to tax, accounting, audit and assurance, family financial planning and more. While our staff, services and locations may have expanded over time, our commitment to serving the Greater Sarasota and Venice communities remains the same.
Services
Here at Cavanaugh & Co, we do not just see our customers as clients - we see them as family. We take pride in our service and are always sensitive to our clients' needs. Our financial professionals do not generalize, instead we work with each client one-on-one to help them achieve their financial objectives.
To remain an accounting and consulting firm that offers a broad range of financial services. Cavanaugh & Co, LLP will continue to exceed the needs of our clients by fostering an environment that encourages personal and professional growth, as well as a passion for the firm's core values.
We will continue to be recognized as a leading company in the community through our persistence in providing excellent client experiences through expert, timely and quality personal services.To be the singular provider of choice in the accounting, auditing and tax services industries. We distinguish ourselves through our staff's depth of technical knowledge and experience relevant to the distinct industry niches we serve.
We will continue to be recognized as a leading company in the community through our persistence in providing excellent client experiences through expert, timely and quality personal services.To be the singular provider of choice in the accounting, auditing and tax services industries. We distinguish ourselves through our staff's depth of technical knowledge and experience relevant to the distinct industry niches we serve.
No matter the issue - from estate planning and small business accounting concerns to IRS audits, individual taxes and more - our first order of business is to decrease financial stress and add to your bottom line. We don't only minimize your taxes at the year's end - we strive to minimize your taxes year-round.
While other firms have tax compliance as an end goal, it is our minimum requirement. We proactively search for successful, legal avenues to lower your tax liability and maximize your after-tax income. Tax Planning is the strategic approach to making sure that you're not just on track, but ahead of the curve.
Reviews (5)
Ed Barth
Sep 15, 2021
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Marilyn Neugebauer
May 21, 2021
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My experience with Cavanaugh & Co was a complete disaster from top to bottom. Let me count the ways:
1. They got my address wrong. They sent me some mail and it was returned to them but nobody mentioned this to me until I came into the office to sign my taxes once they were completed. All my documentation has the incorrect address.
2. They spelled our last name wrong. I had to point this out to them too during a phone conversation after my taxes were completed. All my documentation has the incorrect spelling.
3. They had a typo in my husband’s social security number. When I pointed this out
1. They got my address wrong. They sent me some mail and it was returned to them but nobody mentioned this to me until I came into the office to sign my taxes once they were completed. All my documentation has the incorrect address.
2. They spelled our last name wrong. I had to point this out to them too during a phone conversation after my taxes were completed. All my documentation has the incorrect spelling.
3. They had a typo in my husband’s social security number. When I pointed this out
Imaginarium Jon
May 20, 2018
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Glo Donn
Oct 17, 2017
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I have been a client for many years at this CPA firm. They are very attentive and up to date on the most recent tax deductions permitted. Each year they ask many questions to be sure no details are missed as they prepare your return. This is good as it prepares you to keep good records so they can do the very best job possible on your behalf . It also, helps you get organized so that nothing is missed with any deductions that would be permitted on your return. The main partner Michael Pender is one of the finest individuals I have ever met. I would definitely refer them help with any accounting
Chris Schuchmann
Jul 13, 2016
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Do not use this company. Please save yourself the trouble, they constantly make mistakes, do not take responsibility for their mess ups, and are overall rude.They were hired to do business taxes and e-file. They were never filed because they simply forgot to do it out of their carelessness. After the fact, they claimed they never got signed E-File Forms, but the office manager from Cavanaugh And Co LLP Venice office sent correspondence that all the forms where signed and everything was taken care of. Bottom Line - You need someone you can trust to do your accounting and Taxes, Cavanaugh And Co
