Without getting into too many details, when Steve and his team took over my taxes (personal and…read morecorporate), they made me realize how much my previous accountant of seven years had messed things up for me. Some things they were able to fix retroactively; others were no longer possible, but they did everything they could in my case. Their services are very reasonable. Due to the highly increased demand, it takes slightly longer now to get a response, but I have never had issues. They created very simple yet robust tax solutions for my needs, legally lowering my liability and exposure. I could not be happier. Many times they add personal touches to their interactions, and they are much appreciated. I definitely highly recommend them.

Pretty amazing people. I was floored when, during my first appt, Brad pretty much finished up my…read moretaxes while I was sitting with him. I think if I had had all of my info, I would have walked out that day with my returns done! Prompt, friendly, knowledgeable about what they are doing, and reasonably priced!! Can't get much better!!

Bookkeeping used to feel overwhelming, but L Brown Bookkeeping has taken that stress away. She's…read moreorganized, responsive, and makes sure everything is in order. It's been such a relief having her on my side.

From the owner: Bookkeeping doesn't have to suck up your time or stall your growth. I help businesses in Mason,…read moreCincinnati, and surrounding areas get organized, save 5+ hours a week, and increase profit by about $3500+ per year. My services include day-to-day bookkeeping, historical clean-up, and payroll management, so you can stop stressing over the numbers and focus on running your business. When you work with me, you’re not just getting a bookkeeper—you’re gaining a partner who helps you!

I can't endorse this book highly enough! For years my soul…read morewhispered to me in undeniable ways, but fear and uncertainty caused me to ignore its call. I lived without peace and authenticity but didn't know how to unravel a life that no longer felt like my own until I began to work with Licia Thompson, life coach and the author of this aptly titled book. When My Soul Whispers is a glimpse into a session with Licia. It offers guidance that calls you to lean into your faith, clarify your beliefs, identify your values, and set clear intentions to become your most authentic, highest self.

I really enjoyed working with Licia Thompson! She showed me new ways to look & approach life! She…read moreis really good @ wat she does! I am so blessed to have met her! I hope the best in everything she does forward!

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.

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!

Had the best experience with Jackson Hewitt. Melissa echelle-tooley made me feel at homeread more

Always a pleasure working with CPV bookkeeping, Christy knows her stuff!!! Me and my family's go…read moreto tax lady!!

From the owner: CPV Bookkeeping is dedicated to serving our community through educating and helping our clients…read morethrive within their businesses. Our business objective concentrates on providing bookkeeping, tax preparation and financial business consultation services to other small business owners and entrepreneurs. Call Today to schedule your appointment!

I found this company because Dave Ramsey endorses them. They were the closest Ramsey-endorsed…read morecompany in my area. I was in the market for term life insurance and getting quotes for auto insurance to compare to my current rates. I was really disappointed by how I was served. I asked for specific death benefits for my term life insurance quotes and was given quotes that didn't have the same death benefit that I requested. In regard to auto coverage, they asked for a few basic pieces of information about my car, how much I drive, etc. but didn't ask me specific questions that were needed in order to meet my needs in terms of the coverage I was looking for. For example, I drive a very old car and it's obvious that I don't need collision coverage, but all 5 auto quotes included collision coverage in the quote. Not to mention their auto quotes were above many other places I've seen. I received these quotes via email. I never went in person to their physical location. Worst of all, I was put in a group email with over a dozen other folks looking for insurance quotes. The lady who worked there asked us all in the group email who was still interested in insurance quotes and who wasn't interested anymore so she could update her email list. Again, a GROUP email from an insurance company!?! I was really excited about this company at first because they are Dave Ramsey endorsed, but I will never do business with them.

I wanted to get some information about opening a retirement account. I listen to The Dave Ramsey…read moreShow and searched for an "Investing ELP". I was recommended Stevens Investment Group by the ELP program. I gave them a call and let them know that I did not have much money to invest to begin with, (less than $3,000), that was in another account. I talked to Mark Howie. We agreed to a face to face meeting date. I was told up front that our first meeting I would not be purchasing a product until we have talked and went over several options and that I understood what I was buying. Right away I liked this and went hand in hand with Dave Ramsey's "heart of a teacher" discussion. I already knew that I wanted to open a Roth IRA. Mark went over many different mutual funds with me. He seemed genuinely interested in my financial goals and I never once felt pushed or pressured to buy or commit to anything. At the end of our meeting Mark gave me Dave Ramsey's book "Financial Peace" which was a very nice gesture but as I had already read the book I did not take it. This first meeting was in September 2015. Since then I have had nothing but excellent communication from Mark and everyone else at Stevens that I have encountered. They also offer tax and insurance services. I have not used those so can't speak on the quality. But on the retirement investing side of things, I have had a great experience.