Business Details
50+ Years
experience
Your Trusted Accounting Partner in Sarasota, FL
Established in 1954, CS&L CPAs has served Southwest Florida for over six decades, building a reputation as a trusted full-service accounting firm. Our team of approximately 55 professionals, including 18 CPAs and six Principals, delivers tailored tax, audit, consulting, and wealth planning services to individuals, businesses, and organizations. With offices in Bradenton, Sarasota, and Tampa, we combine the personalized attention of a local firm with the global resources of our membership in CPAmerica, Inc. Our commitment to understanding each client's unique needs ensures solutions aligned with their personal goals or business objectives. Our principals and staff actively contribute to the community through board memberships, event participation, and charitable support.Recognized as a top accounting firm, we pride ourselves on fostering an enjoyable workplace rooted in open communication, mutual respect, and teamwork. Our international tax specialists and management consultants provide strategic insights for complex global challenges and operational growth. We leverage technology through platforms like Axcess Portal and ShareFile to enhance client collaboration and efficiency. Our decades of experience, technical expertise, and ethical standards position us as a reliable partner for financial success. This enduring dedication to excellence has earned us accolades such as Best Place to Work in Tampa Bay and recognition from the Sarasota and Manatee Chambers of Commerce.
Services
Tax Planning
Audit & Assurance
CFO Services
International Tax
Successor Wealth Planning
Management Advisory
Estate Planning
Business Consulting
Accounting Services
Retirement Planning
Details
- Year established: 1954
Highlights and features
- We offer over 60 years of experience in accounting and tax services across Southwest Florida.
- Our team includes 18 CPAs and six Principals with specialized expertise in international tax and wealth planning.
- We combine local service with global resources through our membership in CPAmerica, Inc.
- Our principals actively serve on nonprofit boards and support community charitable initiatives.
- We provide tailored solutions for industries including construction, healthcare, and nonprofit organizations.
Associations and certifications
- CPAmerica, Inc.
Services
Tax Planning & Compliance
Our tax planning and compliance services deliver innovative strategies aligned with evolving regulations. We provide multi-state filing, IRS representation, and retirement planning for individuals and corporations. With CPAs and international tax specialists, we ensure optimal outcomes through holistic reviews of client financial situations.
Audit & Assurance
We conduct audits, reviews, and compilations with minimal operational disruption. Our team specializes in benefit plan audits, risk assessments, and lease accounting standards. With deep industry knowledge, we validate financial records to support strategic decision-making for organizations across Florida.
Successor Wealth Planning
Our retirement cash flow planning platform helps clients visualize future income from assets. We develop strategies for resource allocation, focusing on tax-efficient intergenerational wealth transfer and long-term financial security tailored to individual circumstances.
Management Advisory
We offer strategic guidance for growth, profitability, and operational efficiency. Services include break-even analysis, cash flow modeling, mergers and acquisitions support, and internal controls evaluation. Our consultants help businesses navigate financial challenges and seize growth opportunities.
International Tax Services
Our international tax specialists provide comprehensive assessments of global strategies. We help clients optimize cross-border transactions, comply with complex regulations, and identify opportunities in the global marketplace through tailored planning and compliance solutions.
People
Robert Stanell
Managing Principal
With decades of experience, Robert leads our firm's strategic direction while maintaining active client relationships. He specializes in tax planning and community leadership initiatives.
Aubrey Lynch
Tax Principal
Aubrey focuses on tax compliance and estate planning, leveraging her expertise to develop efficient strategies for high-net-worth individuals and businesses.
Jeff Gerhard
Principal
Jeff specializes in forensic accounting and fraud examination, bringing his CFE certification to bear on complex financial investigations and risk mitigation.
Susan Thompson
Principal
Susan provides tax and wealth planning solutions, combining technical expertise with personalized service for clients across multiple industries.
Jay Clarkson
Principal
Jay leads advisory services, focusing on business strategy and financial reporting. His experience spans multiple sectors, delivering actionable insights to drive organizational success.
Questions
What services does CS&L CPAs offer?
We provide tax planning, audit and assurance, CFO services, international tax solutions, wealth planning, management advisory, and industry-specific accounting services.
Which industries do you specialize in?
We serve construction, real estate, government, healthcare, nonprofit organizations, professional services, and retail/manufacturing sectors.
How long has CS&L CPAs been in business?
We have served clients since 1954, with over 60 years of experience in Southwest Florida.
Are your services available outside Sarasota?
Yes, we operate from three offices in Bradenton, Sarasota, and Tampa, serving all of Southwest Florida.
What sets CS&L CPAs apart from other firms?
We combine local expertise with global resources through CPAmerica, Inc., and prioritize personalized service through community involvement.
