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5.0 (1 review)
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Accountants

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Audit and conflict resolution support

Tax planning

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11 years ago

Totally satisfied! I Highly recommend Jason Feist! He took his time and found every deduction possible.

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Total Wealth Planning

Total Wealth Planning

(5 reviews)

My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

VonLehman CPA & Advisory Firm - Dean Dorton Office Building - Fort Wright KY

VonLehman CPA & Advisory Firm

(2 reviews)

VonLehman's team of experts was so helpful! They are way better than the tax service we switched…read morefrom. They fully exceeded all our expectations!

I started having VonLehman prepare my tax returns several years ago at the suggest of my financial…read moreadviser. Although somewhat expensive for an individual, I thought they were doing a good job and ensuring that I paid the taxes owed. Recently the Commonwealth of Kentucky sent me a notice that my 2011 tax return had been prepared in error and that I owed the additional tax, plus interest penalty and fee. I hand-delivered the notice to VonLehman's office in hopes that someone from VonLehman would review the matter with the State offices and assist in correcting the error. I received one follow-up phone call from VonLehman with a promise that someone from their office would look into the notice and get back to me, but no follow-up was ever done. I contacted the Kentucky Department of Revenue directly, recieved a revised biling notice and paid the tax due. VonLehman never did follow up with me to see if the matter had been resolved. Last month I recieved another notice from the Commonwealth of Kentucky stating that my 2013 return had been prepared in error. This time VonLehman did respond to me and turned the issue over to their tax specialist. The response from him was that the return had been prepared in error and that I do in fact owe the additional tax plus interest. I feel that VonLehman has, understandably, decided to focus on larger business clients and not spend any more time than necessary on individual returns. I would not recommend VonLehman as a tax preparer for individuals or for a small business unless they are managing all of your bookkeeping throughout the year.

Empowered Insights - accountants - Updated May 2026

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