We advise 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.
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
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.
Explore our additional Tax Advisory and Planning Services.
What Our Clients Say About Us
"This firm is terrific, I have worked with Jennifer Eubanks several times, and her firm provides first-class accounting support at very reasonable rates."
Jeff Weaver
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.
Hung Nguyen
"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. CPA Department has my highest recommendation."
Masrur Hossain
"Very knowledgeable and helpful team. Work was done expediently. I will continue to use them and highly recommend them."
Robin Benjamin
"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."
Susyn Kelly
"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."
Anne Armstrong
"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."
Shane Miller
"Great, personal service - a trusted partner"
Craig Rhinehart
"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."
Gow Food
"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."
Stephen Davey
"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."
Nemanja Rozgic
"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."
Brett Bender
"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."
