Hurlburt Financial

Hurlburt Financial Fee-only wealth management providing fiduciary services to clients. Services include investments, financial planning, accounting, and taxation.

Committed to helping people accumulate wealth and make better financial decisions for families and businesses. Evans & Hurlburt CPA's, PA, has been serving the financial needs of Lakeland, FL and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you. Our firm provides outstanding service to our clients because of our ded

ication to our underlying principles.We are a full-service CPA firm licensed in FL. We are affordable, experienced, and friendly.

Please join us in wishing a Happy Birthday to one of our CPAs, Lee!
05/29/2026

Please join us in wishing a Happy Birthday to one of our CPAs, Lee!

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and ne...
05/27/2026

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and new expenses. That’s where budgeting can come in.

Think of a budget as a way to keep your money working for you. Begin with your take-home pay, which is your pay after tax and any deductions, and make sure your essentials are covered. Then you can see what’s left for everything else.

This can look like putting money into “envelopes” or savings categories or simply tracking the numbers in a spreadsheet. Tracking your spending, even just for a month, can be eye-opening and help you fully understand where your money is going.

If you have questions about your current financial picture or want to discuss investment strategies that can support your goals as a new graduate, don’t hesitate to reach out. We’re here to help guide you.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/23/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students ...
05/18/2026

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students after they graduate. Regardless of whether you’re graduating with student loans or credit card debt, making a plan to manage and eventually eliminate your debt can feel overwhelming.

With that in mind, we wanted to share a simple roadmap for starting to address debt post-graduation:

A good way to start managing your debt is to get everything out in the open. List your loans, credit cards, and any other balances so you know what you’re dealing with. While you do this, be sure to pay attention to interest rates and make a plan for how you’ll handle payments each month. When you’re organized, it’s easier to keep debt from getting out of control.

If you have questions about your financial picture or want to talk about investment strategies that can support you as a recent graduate, don’t hesitate to reach out. We are here to help.

Happy National Small Business Week! We love partnering with our community.
05/08/2026

Happy National Small Business Week! We love partnering with our community.

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students...
05/07/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

"Every tax season reminds me how important year-around planning is. The clients who prepare early always come out ahead"
05/01/2026

"Every tax season reminds me how important year-around planning is. The clients who prepare early always come out ahead"

Wondering how long you should hold on to old tax documents? The general rule of thumb is to keep your tax returns and do...
04/20/2026

Wondering how long you should hold on to old tax documents? The general rule of thumb is to keep your tax returns and documents for seven years.

If you're dealing with losses such as business setbacks, capital losses, or bad debts, you should keep those documents around for a bit longer. This extra precaution ensures you have all the necessary paperwork on hand in case the IRS needs to verify those losses.

Why does this matter? Keeping your tax documents for the recommended time frames not only helps in potential audits but also aids in amending past tax returns if needed. Plus, it's essential for accurately filing future taxes and claiming any deductions or credits you're entitled to.

Before you start your next decluttering spree, make sure you've got your tax document retention in check. If you need any assistance, we’re here to help!

Tax season is officially in the books 🎉We’re so proud of our incredible team who worked tirelessly to serve our clients ...
04/16/2026

Tax season is officially in the books 🎉

We’re so proud of our incredible team who worked tirelessly to serve our clients with care, accuracy, and dedication during the busiest time of the year. Their hard work truly makes a difference, and we couldn’t do it without our team!

To say THANK YOU, our office will be closed tomorrow so our staff can enjoy a well-deserved Employee Appreciation Day. We’ll be back and ready to assist you on Monday in Lakeland and Tuesday in Fort Meade.

Please join us in celebrating our amazing team!

Address

5125 S Lakeland Drive Ste 3
Lakeland, FL
33813

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18637019717

Website

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