Helping Individuals and Family Offices with Taxes, Accounting and Financial Planning
We can advise you on accounting, personal finance, tax preparation, IRS problems, retirement planning and wealth management.
Not all CPA firms work with individuals and family offices, but we pride ourselves in devoting the attention they need to the problems and issues they present to us. There are very few family offices or sole proprietors that have no concerns about their accounting, tax preparation, or retirement planning. That’s where we can help.
We work diligently with our family office clients, just as much so as we do with our larger clients – because we work differently than most CPA firms. We treat each of our clients as if they are our ONLY client.
If you are worried about a tax problem or need to file back taxes – or if you have concerns about retirement planning, personal finance, or money management, we are here to help. Please click on one of the areas below to learn more about what we do for individuals and family offices.
- Financial Planning, Retirement Planning, Investments, Wealth Management
- Family Office Services –- Outsourced accounting, tax preparation and tax problems, and many other services through our network of trusted advisers, for both Family Offices and Sole Proprietors.
- Elder Care — Taking care of finances and retirement savings AFTER retirement. Retirement planning, IRA investments, and best retirement plans.
- Tax Problems — Filing back taxes, IRS audit, IRS lien, IRS levy, reducing penalties, negotiating with the IRS.
We’ll conduct our first consultation with you free to see how we can help.
Google Reviews about Us
"Two years ago, my CPA retired and suggested I go to Jennifer Eubanks. I have been delighted with her work! I highly recommend Eubanks & Company."
"My firm started using EuCo from day one. I can attest that they have reduced the risk of many pitfalls we faced during our first few years. They continuously provide executable solutions to ensure our books and processes are inline and compliant. All this expertise at reasonable costs and great customer service."
"Eubanks & Company helped me out of a very sticky tax problem created by the neglect of a former accounting firm. I have nothing but the highest praise for this firm and the people working there. My ongoing experience is just as positive."
"Great, personal service - a trusted partner"
"We could not be more pleased with the service we have received from Eubanks & Co. It is our one-stop shop for all of our financial business needs. Jennifer leads her team to provide ethical and timely financial and regulatory compliance guidance for our government focused practice and we have recommended her firm widely. Thank you for all that you do! Your dedication to helping us remain compliant, set and meet our goals, and scale for growth is directly correlated with our continued success."
"Jennifer is a trusted accountant and adviser. Her work ethics is second only to her expertise. Jennifer’s sense of resolve is perhaps the most telling… meticulous, persistent, and assertive comes quickly to mind. Eubanks & Company has my highest recommendation."
"The CPA Department provides meaningful and actionable expertise related to preparing for DCAA audits, prepares winning pricing proposals, and provides overall strategies for small government contracting businesses to succeed."
"This firm is terrific, I have worked with Jennifer Eubanks several times, and her firm provides first-class accounting support at very reasonable rates."
"This company is very professional and pays attention to all details. Their team is very understanding of all the tax laws. They are very efficient and very accurate. Plus, this company is very reasonable and very trustworthy. I highly recommend The CPA Department to anyone. Thank you soooo much !!"
"Have really enjoyed working with The CPA Department for the past several years. They have a great team that delivers professional and efficient service. Whether it be government contracting, day to day accounting needs, tax prep, or tax planning, they can handle your every need. We have already started leveraging their tax expertise with the new tax law changes. I highly recommend this CPA firm."
"We're extremely happy with the DCAA oriented consulting we're received, as well as the excellent service on general accounts issues. Our FAR and DCAA issues were more than we wanted to tackle alone and a significant part of our business. Jennifer and her team helped us through these hurdles and we couldn't be more pleased."
"Would highly recommend The CPA Department for business consulting, accounting and tax preparation needs. Jennifer and staff are very knowledgeable and go out of their way to help clients with their needs. You won't be disappointed."
"Very knowledgeable and helpful team. Work was done expediently. I will continue to use them and highly recommend them."