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    L Brown Bookkeeping

    5.0 (1 review)
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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!

    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.

    L Brown Bookkeeping - bookkeepers - Updated May 2026

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