Committed to creating the right solution for you

Developing innovative solutions and tax strategies

As laws and regulations rapidly change, you may be faced with complex challenges that require the help of a skilled CPA. Our CPAs take a holistic approach when reviewing your tax needs and provide innovative tax planning, compliance and reporting solutions designed to help you obtain the best possible outcome. The CS&L team brings practical experience combined with local and global technical knowledge to develop strategies that are directly aligned with your goals.

Tax Planning services:

• IRS representation
• Multi-state filing
• Retirement planning
• Strategic tax planning
• Tax preparation

Providing a Sophisticated Assessment of your Global Strategy

We live in a complex global marketplace. Our international tax specialists have developed a premier reputation for handling international tax matters and can provide a detailed assessment of your global strategy. We have experience in helping our clients find the most opportune markets and learn if globalization may be a successful venture, or if domestic opportunities outweigh the benefit of those abroad.

International Tax services:

• Implementation: Joint Ventures Partnerships, Strategic Alliances and Global Acquisitions
• International Business Case Development
• International Due Diligence: Financial, Strategic and Operational
• International Financial and Accounting Services, including Audit and Tax Solutions
• Structured Inbound Investment 

Helping You Improve Performance 

Every type of organization needs to report and review its financial reporting process to ensure records are valid and help make strategic business decisions. The CS&L CPAs Audit Team is experienced in handling audits across the state of Florida. Our team members obtain a deep understanding of your business or organization to offer efficient and timely services with limited interference in your daily operations.

Audit & Assurance services:

• Audits, Reviews & Compilations
• Agreed upon procedures
• Benefit Plan audits
• Risk assessment

Performing all of your Accounting Responsibilities

CS&L CPAs can act as an extension of your internal accounting department or completely manage all your accounting needs. We are a Certified Quickbooks Advisor and are skilled in performing all related accounting and financial responsibilities you may need for your business. Our team can serve as your bookkeeper, accountant, controller, or even as your CFO.

We offer CFO services on a limited basis to businesses in Sarasota and Manatee counties. Our unique outsourced CFO solution can help you develop and maintain an effective financial function as part of your overall business strategy.  We currently have over $80 Million under management. We find that our clients value outsourcing these tasks so they can continue to focus on their business growth.

Accounting services:

• Bookkeeping
• Budgeting
• Financial statements
• Processing payroll
• Sales tax
• Reporting

CFO services:

• Budgeting
• Cash flow planning
• Cash management
• Financial reporting
• Internal controls

Focused on Preserving Your Personal Wealth

Our wealth advisors can help you effectively preserve and enhance your personal wealth to ensure it is transferred across generations in the most tax-efficient manner. We have expertise in trusts, partnerships, business succession planning, limited liability companies, charitable gift planning and family transfers. In addition, our international wealth planning advisors can help manage you and your family’s global assets and related tax issues.

CS&L Estate, Gift & Succession Planning services:

• Business Succession Planning
• Charitable Gift Planning
• Estate & Gift Tax Planning
• Income Tax Planning for Trusts & Estates
• Tax Preparation for Estate, Gift & Trusts

Offering Sound Management Advice and Consulting

Growth, profitability and long term survival depend on sound decisions and well-timed moves. CS&L CPAs Management Consultants can provide you with the data you need to identify opportunities available now or in the future, and improve operational performance through a variety of valuable services.

Management Advisory services:

• Business Financial Planning
• Business Systems Modeling
• Break-Even Analysis
• Budgeting
• Cash Flow Analysis
• Cost Segregation Study
• Forecasts & Projections
• Internal Controls Evaluation
• Mergers and Acquisitions
• Strategic Planning

Providing Retirement Programs across Florida

Our benefit team has been providing retirement programs before the enactment of the Employment Retirement Income Security Act (ERISA). Your retirement plan should be reviewed on a regular basis to ensure it’s the most effective plan for your organization.

Pension Plan services:

• Audit Services
• Installation & Takeover
• Plan Administrative Services
• Plan Analysis & Feasibility Study
• Plan Documentation & Implementation
• Preparation of Form 5500
• New Plan Documents or Restatements
• Trust Fund Services