Business Details
50+ Years
experience
Trusted Tax, Accounting & Financial Planning Services Since 1974
Founded in 1974, our firm has built a legacy of delivering personalized tax, accounting, and financial planning services to the Sarasota and Venice communities. We prioritize client relationships over transactions, treating every client as family while maintaining the technical expertise of a large firm with the responsiveness of a local practice. Our team combines over four decades of experience with continuous professional development to stay at the forefront of tax law changes and accounting standards. We specialize in creating customized solutions for individuals, families, and small businesses, focusing on long-term financial success rather than short-term compliance.Our commitment extends beyond financial metricswe actively engage in community development and maintain partnerships that enhance our service offerings. With two office locations and a dedicated team of professionals, we balance scalability with personal attention to meet diverse client needs. Our approach integrates tax planning, estate strategies, and wealth management to provide comprehensive financial guidance tailored to each client's unique circumstances.
Services
Tax Planning
Assurance Solutions
Small Business Accounting
Family Financial Services
Estate Planning
Wealth Management
Audit Services
Financial Statements
Payroll Processing
Cash Management
Details
- Year established: 1974
Highlights and features
- We offer over 45 years of continuous service to Sarasota and Venice communities
- Our team includes professionals with 100+ combined years of audit experience
- We provide integrated tax, accounting, and wealth management solutions
- We maintain a family-oriented approach with personalized client relationships
- Our services combine local accessibility with large-firm technical expertise
Services
Tax Planning
Our proactive tax planning services identify legal strategies to minimize tax liabilities throughout the year rather than just at year-end. We focus on deferring income, optimizing retirement distributions, and reducing estate taxes through customized strategies. Our team stays current with changing tax laws to protect clients' financial interests while maximizing after-tax income for individuals and businesses.
Assurance Solutions
We provide comprehensive assurance services including audits, reviews, and compilations tailored to business needs. Our experienced team offers financial statement analysis, agreed-upon procedures, and special reports while maintaining strict compliance with accounting standards. With over 100 combined years of audit experience, we deliver reliable financial information and customized solutions for commercial businesses, nonprofits, and homeowners associations.
Small Business Accounting
Our CFO-level accounting services support small businesses with bookkeeping, financial reporting, and strategic planning. We manage bank reconciliations, payroll processing, and financial statement preparation while providing QuickBooks training and industry-specific software support. Our services help business owners maintain liquidity, ensure proper expense coding, and make informed financial decisions through regular financial reporting.
Estate Planning
We create customized estate plans that protect assets and facilitate smooth wealth transfer across generations. Our services include trust creation, probate assistance, and tax minimization strategies for estates of all sizes. We coordinate with legal and investment professionals to develop comprehensive plans that address business succession, charitable giving, and family legacy preservation through tailored trust structures and gifting strategies.
Wealth Management
Cavco Wealth Management offers holistic financial planning that integrates tax considerations with investment strategies. We develop personalized asset allocation plans, coordinate with tax professionals for optimal outcomes, and provide risk management analysis. Our five-step process covers goal setting, investment research, tax coordination, insurance review, and ongoing net worth monitoring to help clients achieve long-term financial objectives with confidence.
Questions
What tax planning services do you offer?
We provide year-round tax planning strategies to legally minimize liabilities, including income deferral, retirement distribution optimization, and estate tax reduction techniques tailored to individual circumstances.
Do you specialize in small business accounting?
Yes, we offer comprehensive accounting services for small businesses including bookkeeping, financial reporting, payroll processing, and CFO-level advisory services with industry-specific software support.
What estate planning options are available?
We create customized estate plans including trusts, probate assistance, and tax minimization strategies while coordinating with legal professionals to ensure proper asset transfer and legacy preservation.
Are your wealth management services personalized?
Our wealth management approach includes personalized investment planning, tax coordination, risk assessment, and net worth monitoring through a five-step consultative process tailored to individual goals.
How do you ensure client confidentiality?
We maintain strict confidentiality through secure document handling, partner oversight of sensitive financial matters, and limited access to client information within our firm.
What areas do you serve?
We primarily serve Sarasota and Venice, Florida with personalized tax, accounting, and financial planning services from our two local office locations.
Reviews (4)
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 husbands 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 husbands social security number. When I pointed this out
Imaginarium Jon
May 20, 2018
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Boy Mr.Pender has sure alot of personal issues to share as excuses why he could not be timely ...more than 10 people combined. Use caution. Almost did not leave a review until his pride terminated us after he was already fired.
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
