Trusted Tax, Accounting, and Assurance Services Since 1969

Let Us Help You Reach Your Financial Goals

To All Of Our Valued Clients

March 20, 2020 there was an announcement by Treasury Secretary Steven Mnuchin that the IRS has issued a 90-day extension to the April 15th federal income tax filing deadline.  The extension is through July 15th and includes filing of taxes as well as tax liability payments for individuals and businesses.

We are continuing to monitor the IRS, Treasury and state tax and revenue departments and will keep you updated should there be additional changes.

If you have not already contacted us or begun the process of preparing for the tax filing deadline, please reach out to us today.  Our team members are working both in the office and remotely. We remain committed to meeting all your needs and answering all your requests.  In a world where social distancing is becoming commonplace, we do not want to be further than a phone call or email away from our clients.

We are continually monitoring the COVID-19 threat to our employees and our clients, as this is a fluid situation.  Remember that we are recommending that where possible, we conduct information sharing using electronic options. There are several options for document sharing:

  • Send items through our secure client portal.
  • We have a secure mail slot in the Sarasota office (in the wall to the right of our front entrance).
  • Sarasota Office concierge service: please alert us and we will come outside to pick up your documents in the parking lot.
  • Take advantage of the option to e-sign and receive e-delivery of your tax returns this year.
  • Instead of coming to the office to pick up your return, we can mail your return out to you.  Please call us to explore this option.

For more information and resources regarding COVID-19, please visit our accounting association’s website, BDO Alliance USA. 

Thank you for your patience and trust in Cavanaugh & Co. during these unusual circumstances. If you have any questions or concerns, please do not hesitate to contact our office.

Sincerely,
Your team at Cavanaugh & Co.

Our Services

TAX

We don’t only minimize your taxes at the year’s end – we strive to minimize your taxes year-round.

ASSURANCE SOLUTIONS

We know that any CPA firm can audit financial statements. That is why our assurance team looks beyond the numbers and “basic services.”

SMALL BUSINESS ACCOUNTING

We don’t only minimize your taxes at the year’s end – we strive to minimize your taxes year-round.

FAMILY FINANCIAL SERVICES

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.

ESTATE PLANNING

We understand that every person has a unique mosaic of life that includes, family, interests and dreams.

WEALTH MANAGEMENT

We have a name for itself in our community based on the process we take clients through in helping them make wise financial and tax decisions.

Personal, Responsible & Dependable Service

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.

Our firm is large enough to meet clients’ needs, yet small enough to deliver personal, responsive service.

No cookie-cutter solutions. We create a plan based solely on your specific financial needs and goals.

We built our firm on the steadfast commitment to bringing results to those we serve.

Here at Cavanaugh & Co we do not just see our clients as customers – we see them as family.

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