Offering Advice on Personal Finance and Retirement Planning from our Team and Trusted Partners
We can help you plan for the future and retirement with financial planning and wealth management.
Are you hoping for a comfortable retirement, but not quite sure how to get there? So are millions of others! Navigating the ocean of investment possibilities without advice from professionals is like setting sail across the ocean without maps or GPS. Eventually, you are likely to hit some rocks.
We have helped many clients find their way to retirement success with advice from our own team and our network of trusted advisors. We handle the areas in which we are expert, but turn to these partners to help our clients through other areas, such as estate planning, investments, and insurance needs – in which they are experts.
From this network our clients receive advice on saving for retirement, including their 401K plans, 401K rollovers, individual retirement account, the best types of retirement plans for them, and estimating retirement income. In addition, their insurance needs and estate planning are addressed. This team approach works well for our clients, because they receive thoughtful direction from advisors who are experts in their field.
If you’re searching for the best way to reach retirement, we can help you draw a map to success. After we’re done, you’ll know enough about financial planning and personal finance, as well as insurance and estate planning, that you will be ready to tackle your finances and maybe even reach an early retirement!
Give us a call for a free consultation to see how we might 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."