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    Heritage Tax Representation and Services

    5.0 (2 reviews)
    Open 9:00 am - 5:00 pm

    Services - Heritage Tax Representation and Services

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    Recommended Reviews - Heritage Tax Representation and Services

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    1 year ago

    Very thorough husband and wife team got our taxes done and will help with our will needs!

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    5 years ago

    This is a very professional service and helped me reduce my tax burden. Highly recommend!

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    CPA Johnston & Associates

    CPA Johnston & Associates

    (10 reviews)

    Charlotte Johnston filed my taxes in 2019 and 2020. She didn't like it when I requested a "clean"…read morecopy of my 2019 tax forms. She said that's what she gave all her clients. My previous CPA provided it. Everything I received had "COPY" across the entire page on every page. She sent another copy. Some of the forms were missing, but she did include a copy of the PAYROLL information for her office. When I called her to request the rest of my forms, I informed her about the mistake. I wonder to this day if she sent my tax forms to someone else. She also argued with me about providing her a form. The government does not provide the form until one month after taxes are due. She should have known that. She also "chastised" me for yelling at her in an email. She said I typed in all caps. Wrong again. I type in BOLD (but not CAPS) letters as I am partially blind & that enables me to see better. That was totally unprofessioinal. In 2020 I realized she had omitted a form for my 2019 taxes. She immediately tried to pin it on me saying I hadn't given her the information, but I most certainly had. She agreed to file an amended 2019 form at her expense. I waited and called twice and emailed. After 6 months I received a call from another tax agency saying they were filing the amended return. She had "farmed" it out without telling me. They emailed me some documents to mail to the IRS and told me to send it certified. They provided an address in CALIFORNIA to mail the return. At this point, everything they did was suspect, so I checked the address on the IRS website. It was supposed to be mailed to Ogden, UTAH. When I contacted them, they said they needed to update their software. Ya think??? I was so leery that I called the IRS, waited and hour and a half to talk to a human, and was told I did not need an amended return, but only needed to mail in the missing form as the taxes were paid correctly. She should have know that as well. Needless to say, will not be going back.

    We used Johnston & Associates for one year. Ms. Johnston prepared our return and we had multiple…read moreerrors we called to her attention. Charlotte boasts that she touches and reviews every return close to 650 she indicated. We were treated very poorly when we asked questions and Charlotte's body language indicated her frustration by asking questions. I met her at Bob Evans in Mason as we both frequented there. I should have recognized how poorly the client experience would be after I saw how rude she was to the servers when they didn't get her eggs perfect. I learned afterwards from the servers, no one likes to wait on her fur young kind attitude. I would not recommend this firm as they're under-staffed and if it's true Ms. Johnston hurry's through 650 returns, you can expect errors as we did. On top of it we received a letter from her after our first year saying she no longer wanted us as a client. Look else where, she's an older lady who's not very kind and respectful to her clients. The Client Experience was horrible!

    Heritage Tax Representation and Services - taxservices - Updated May 2026

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