Back to top

Services

Cawley, Johnson & Sanders, PC provides a wide range of services to individuals and businesses in a variety of industries. At Cawley, Johnson & Sanders, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

We provide tax planning and tax return preparation for:

~ Individuals
~ Corporations
~ Partnerships
~ Limited Liability Companies
~ Trusts and Estates
~ Exempt Organizations

Financial Statement Preparation Services

We recognize that today's business environment is placing ever-increasing demands on certified public accountants to maintain an exceptionally high degree of knowledge and professional skill. We accept this challenge by possessing the knowledge, skills and experience to apply specialized expertise to a diverse assortment of industries, businesses, professions and not-for-profit organizations. Our commitment does not end here. We view ourselves as an integral part of our clients' organization, striving for their best interests. To this end, we emphasize a total understanding of our clients' operations, personnel and environment.

We perform a variety of services including:

~ Compilation and review of financial statements.
~ Special purpose audits of employee welfare plans and non-profit organizations.
~ Projections, forecasts, budgets, cash flow and break-even analyses.

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:

~ Cash Flow Planning
~ Financial Planning to Achieve Specific Goals
~ Retirement Planning
~ Estate Planning
~ Business Succession Planning

Trust & Estate Services

Many of our clients have found themselves in the position of Trustee or Executor, with all of the accompanying responsibilities and duties. With the number of trust entities rapidly increasing, you may one day find this responsibility rests upon your shoulders. CJS can help you to fulfill your duties by offering accounting, tax and planning services.

We provide the following services:

~ Trust and estate accounting
~ Fiduciary and Estate tax returns
~ Review of wills and trust documents
~ Planning for retirement plan distributions
~ Accounting support for your attorney

Eldercare Services

Eldercare Service is a unique, customized package of services designed to help you maintain your lifestyle and financial independence.

Whether you're looking to manage your own affairs more easily and efficiently, or help someone you love make the most of their resources and choices, you'll find that our Eldercare Services offer you a better way to handle the business of life.

Our services include:

~ Receiving, depositing and accounting for client's receipts
~ Checkbook management
~ Submitting claims to insurance companies
~ Income tax planning and preparation
~ Gift tax return preparation
~ Estate planning
~ Planning for fiduciary needs


Information Request for Services Listed Above