Campbell & Company

15320 Cortez Blvd., Brooksville, FL, 34613

Campbell & Company, Wealth Advisors and CPAs is a Hernando County accounting and financial planning firm that has served Tampa Bay-area families and businesses for more than 30 years. Its Brooksville office, at 15320 Cortez Boulevard, puts the firm's tax, accounting and retirement planning services close to residents on the county's west side. The firm began as a certified public accounting practice founded by Jackie R. Campbell, a CPA and certified financial planner who serves as president, and has grown into a multi-disciplinary firm with offices across the region. It brings together CPAs, enrolled agents, financial planners and insurance advisors, so that a client's tax return, retirement plan and insurance coverage can be reviewed by people who talk to one another. The services fall into several groups. On the personal side, the firm prepares and plans for taxes and offers wealth management and retirement planning, estate planning and guidance on Medicare. For businesses and nonprofits, it provides bookkeeping, accounting advisory and virtual CFO services, help with research and development tax credits, nonprofit tax work and technology consulting on accounting platforms. Insurance is offered through an affiliated agency, and investment advisory services are provided through a registered investment adviser. Such firms are often judged by how well they explain complicated decisions, and that is a theme in the firm's reviews. One recent Google reviewer described a warm welcome at the door and a knowledgeable advisor who offered valuable guidance on a major financial decision. The firm is a member of the Hernando County Chamber of Commerce and is rated A+ by the Better Business Bureau, which has not accredited it. The Brooksville office is open Monday through Friday from 8:30 a.m. to 5 p.m. and is closed on weekends. Because the firm works with both individuals and businesses, it is best to call ahead to schedule an appointment with the right advisor. The firm's number is (352) 683-7365, and its website, mycampbellandco.com, has more on its services and team.