Professional Services
Whether you are an Insurance firm, Law firm, Engineering Firm or other type of professional service company…
What we do for Professional Services:
You’re a professional service firm. You don’t produce a product, you provide a service. You always want to deliver outstanding customer service. We get it because Pohlman, Talmage, Brown & Campbell is a lot like you. We experience and understand the same challenges you face daily. Let us help you manage the financial side of your business so you can plan and make informed, confident decisions to grow your business.
Whether you are an Insurance firm, Law firm, Engineering Firm or other type of professional service company our team of professionals, dedicated to outstanding customer service, can guide you in making successful business decisions that position you to reach your goals.
Our services include:
In addition to our full service accounting, payroll and tax services our team of professionals can provide the following services:
- Budgeting & Cash Flow
- Tax Filing Requirements and Compliance
- Cost Containment and Management
- Industry Benchmarking
- Compensation Planning
- Review of Buy-Sell Agreements
- Mergers and Acquisitions
- Human Resource Compliance and Consulting
- Internal Controls
- Strategic and succession planning
With our available digital services and software, you are always connected and in control.
We aren’t just button pushers, we understand your goals and business and can help you grow!
Our digital doors are always open and our team is ready and able to answer any questions and guide you through any issues.
3445 South Dixie Drive
Suite 200
Dayton, Ohio 45439
Check the background of your financial professional on FINRA’s BrokerCheck.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member: FINRA/SIPC. Advisory Services offered through Avantax Advisory Services℠, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.
The Avatax familiy of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representativesmay offer these services through their independant outside business. Content, links, and some material within this website may have been created by a Third Party and was not written or created by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value
Avantax Investment Services℠ and Avantax Advisory Services℠ are not affiliated with Pohlman, Talmage, Brown & Campbell.