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Dawn Leonard profile image

Dawn Leonard

Tax Specialist/Certified Financial Pl... at Veil Financial Solutions LLC
Intro Book
Experienced tax professional with 25+ years of experience in tax preparation, financial planning, and accounting.
  • Claim this Profile
Location
Dayton, Ohio, United States, US
Skills
  • Tax
  • Accounting
  • Tax Preparation
  • Income Tax
  • Financial Planning
  • Show all
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Bio

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Dawn Leonard is a seasoned tax professional with 25+ years of experience in tax preparation, financial planning, and accounting. She is an IRS Enrolled Agent and Certified Financial Planner, serving individuals, businesses, and non-profit organizations. Dawn also holds a leadership position on the Board of Directors for a local community bank and has experience as a Sales Associate for Merrill Lynch.

Experience

  • Veil Financial Solutions LLC
    • P.O. Box 16, New Lebanon, OH 45345
    • Tax Specialist/Certified Financial Planner(R)
      • Jan 2014 - Present
      • P.O. Box 16, New Lebanon, OH 45345

      I have launched a new business to provide income tax preparation and financial services to individuals, businesses and non-profit organizations. I have more than 25 years of experience in the industry. I was employed by both Pohlman & Talmage CPA’s for 15 years where I served as a Tax Speci...

  • Farmer's & Merchants Bank
    • Miamisburg, Ohio
    • Director
      • Jan 2014 - Present
      • Miamisburg, Ohio

      I serve on the Board of Directors for Farmers & Merchants Bank. This is your home town community bank which has 3 locations in Miamisburg, Germantown, and West Carrollton.

  • New Lebanon Local School District Board of Educ...
    • New Lebanon, OH 45345
    • Board Member
      • Nov 2013 - Present
      • New Lebanon, OH 45345

      Elected to New Lebanon Local School District Board of Education, November 5, 2013.

  • Pohlman & Talmage CPAs, Inc.
    • Enrolled Agent/CFP(R)
      • 1998 - Nov 2013

      I served as a Tax Specialist for Pohlman & Talmage CPAs, Inc., bringing 25 years of income tax and financial planning experience to the position.As Tax Specialist and Financial Planner, I provided income tax and Financial Planning Services to the firm’s individual, business, and non-profit cl...

  • Merrill Lynch
    • Dayton, Ohio Area
    • Sales Associate
      • 1982 - 1998
      • Dayton, Ohio Area

      Series 7 and Series 63 Registered Representative

Education

  • 2008 - 2009
    University of Phoenix
  • 1977 - 1981
    Dixie High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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