About
Elevated Accounting & Finance, based in Willard, Ohio, operates as a combined CPA and registered investment advisory firm offering business accounting, financial planning, retirement planning, and tax preparation services. The firm operates on a fee-only basis for investment advisory services and is structured as a fiduciary, with CPAs Connie Johnson and Brian Lodermeier serving as principals; the accounting practice traces to 1980 while the affiliated investment advisory business launched in 2025. The firm offers integrated tax and investment planning for individuals and businesses, including retirement plan selection, payroll services, bookkeeping, and tax return preparation across multiple states, with a pricing model that discounts or waives personal tax return fees based on assets under management.