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

Hurlburt Financial

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United States
Lakeland, FL
Hurlburt Financial

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

10/19/2026

We're proud to recognize Mitchell Bruner on his graduation from EMERGE Serves Class 16!

On September 22, Mitchell joined fellow young professionals from across the community in completing the EMERGE Serves program, which equips participants with the knowledge, skills, and connections needed to serve on nonprofit boards and make a meaningful impact in our community.

Congratulations, Mitchell, on this accomplishment and your commitment to community leadership and service. We look forward to seeing the positive impact you'll continue to make both professionally and throughout Polk County!

10/16/2026

Happy Employee Appreciation Day & Boss's Day!

In recognition of our team’s hard work throughout 2026, our office will be closed on Friday, October 16th to celebrate Employee Appreciation Day and Boss's Day. We appreciate your patience and look forward to assisting you when we resume normal client services and office hours on Monday, October 19th.

10/13/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

10/06/2026

Charitable giving can be even more effective when it’s planned with intention.

Whether you’re considering cash, appreciated securities, donor‑advised funds, or qualified charitable distributions, each option comes with its own timing and tax considerations. Starting early can allow for more thoughtful decisions and a smoother process as year‑end approaches.

Our team can help you align your giving strategy with your broader financial goals. Connect with us to explore the approach that best fits your plans.

10/02/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

09/29/2026

🍂 It's officially Fall! 🍂

For most people, that means sweaters, bonfires, and pumpkin spice.

For us Floridians, it means decorating with pumpkins while still running the A/C. 😎☀️

Either way, we're ready for a season of gratitude, growth, and new opportunities.

09/25/2026

At Hurlburt Financial, we know that a strong financial plan isn’t something you set once and forget. Life keeps moving — and your plan should move with it.

Changes like shifting retirement timelines, new healthcare needs, evolving tax regulations, and growing family priorities can all reshape what your financial plan looks like. Even income changes or approaching RMD milestones can be good reasons to revisit your strategy and make sure everything is still working in your best interest.

We’re here to help you navigate those changes with clarity and confidence. If something in your world has shifted recently, we’d love to connect with you and talk through it.

09/23/2026

Behind every smooth-running business are bookkeeping and payroll tasks that should be handled with care. These behind-the-scenes details may not always be top of mind for the business owner, however proper record-keeping plays a vital role in tracking important information for any successful business.

We’re here to help business owners keep their books organized, keep payroll running smoothly, and feel confident in their numbers.

If you’re looking for help with your bookkeeping and payroll strategies, don’t hesitate to reach out to our team.
Get in touch here🔗 https://hurlburtfinancial.com/

09/18/2026

We are honored to have received the Rising Star Award at this summer’s CPAlliance Conference. To us, this recognition represents so much more than business growth—it reflects the values, deep relationships, and incredible people who define our firm.

Seeing multiple generations together in this photo serves as a powerful reminder: we aren’t just building a business, we are laying the cornerstone to serve our client families for decades to come.

That same long-term mindset guides how we show up for you every day. We strive to be far more than just advisors for today; we are dedicated to being trusted partners who help families and businesses plan for the future, navigate change, and build lasting legacies.

09/14/2026

Key tax deadlines are approaching, and planning ahead can help you avoid late filing penalties, underpayment penalties, and last-minute filing stress.

If you make quarterly estimated tax payments or filed an extension for your 2025 return, several important deadlines fall in the second half of the year. Staying ahead of these dates can help you avoid unexpected tax bills and ensure your payments are accurate.

Contact our team today to schedule a complimentary consultation and keep your tax strategy on track for the months ahead.

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

http://hurlburtfinancial.com/

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