Trusted Tax, Accounting, and Assurance Services Since 1974
Let Us Help You Reach Your Financial Goals
Our Services
TAX
We don’t only minimize your taxes at the year’s end. We work 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
Do you need the tools for business success? We can help.
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 life is a unique mosaic of family, interests and dreams, and we help you plan to protect them.
WEALTH MANAGEMENT
We have earned a reputation for helping clients 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.
You won’t find cookie-cutter solutions here. We create a plan based solely on your specific financial needs and goals.
Our firm is built on the steadfast commitment to bring results to those we serve.
At Cavanaugh & Co, our clients aren’t “just customers”. They are family.
Recent Posts
05 Jun 23 Cavanaugh & Co
U.S. Tax Court Rules IRS Lacks Statutory Authority to Assess Penalties for Failure to File Form 5471
The U.S. Tax Court held on April 3, 2023, in Farhy v. Commissioner, 160 T.C. No. 6 (April 3, 2023), that the Internal Revenue Code does not provide authority for the Internal Revenue Service to assess penalties imposed under IRC Sec. 6038(b)(1) or (2) for failure to file Form 5471, Information Return of U.S. Persons
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