Tri State CPAs

Tri State CPAs

Reviews Summary

Most reviews praise Tri-State Accounting for professionalism, expertise, and excellent service, with many clients recommending them for personal and business taxes. Long-term clients highlight reliability, responsiveness, and family-run warmth. However, a few negative reviews cite unprofessional behavior, communication issues, and errors in tax preparation, particularly with one staff member. The majority of ratings are 5-stars, reflecting strong satisfaction overall.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

4735 Cornell Rd

Blue Ash, Ohio 45241

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday 9AM-3PM
Sunday 9AM-3PM

Customer Reviews

I have used Tri-State CPA for15+ years. Usha is a pleasure working with. I have been pleased with her helpful attitude! I have recommended Tri-State to several friends!

We had a great experience with Tri-State Accounting! My husband and I are both entrepreneurs and Deepak and Usha were easily able to help us get the most deductions we could. Even with the best intentions, we didn't get all our paperwork to them until the second week in April - and they very nicely and efficiently got our taxes done before the 15th :-) I recommend them highly and will continue to use Tri-State as our businesses grow!

Filing my taxes had been an annual stressful event until I met Usha and Co at Tristate CPAs. She is knowledgeable, patient, personable and responsive. Thanks for making the process smooth and efficient!

Tri-State CPAs were recommended to us by a friend several years ago and we?ve been using them for our taxes ever since. Usha and her team are prompt, responsive and very helpful and we plan to continue working with them for years to come.

The Tri-State CPA team has done an excellent job with our tax needs for over fifteen years. Very professional, helpful and ethical. I have complete confidence in their ability to handle both personal and business taxes.

Both my husband and I have been using this firm for many years. Usha and the team are awesome to work with, highly collaborative, efficient and are clearly experts at what they do. They stay on top and ahead of the ever changing tax laws to insure you get the most out of the experience and at great value. Highly recommend to others! Regina Washington

The experience I had with Usha Aggarwal in filing my 2022 taxes was the absolute worst experience. Emails went unanswered for weeks at a time. When she would finally respond, she would ask for things that had already been repeatedly provided to her. She filed the taxes for my non-profit late, and only after I emailed her SEVERAL times indicating that I had already provided her with my tax information and asking for her to provide me with a specific list of what additional information she needed in order to

My parents have had the pleasure of having their taxes done by Usha for over 15 years. For all of that time, I went to the office with my parents as a child and have grown up knowing that she, her husband and their business is one to be trusted. With this, I have entrusted Usha with my own taxes for almost 8 years and I wouldn't have it any other way. She always is able to complete them quickly and answers any questions asked. I appreciate Tri State CPA's character, efficiency, and heart for their clients.

Unfortunately, there were tons of problems with my experience with Usha, the tax preparer who was assigned to me. She incorrectly told me that my employer did not withhold any state taxes for 2022, when that was not the case. The preparer failed to read the W-2 correctly indicating that state taxes were withheld, and very seriously financially inconvenienced me as I ended up paying hundreds of dollars in state taxes that were not actually due, and had to wait weeks to have the refund check received. Also, m

excellent Atenci?n and good price! the company is great but they have a very good service !

My parents have been using Tri-State CPAs for 20 years since we moved here. I have always gone through Tri-State CPAs with my parents. I got married and now my husband and I have Usha R. Aggarwal to take care of our taxes for us and couldn?t be happier! My husband used to use a different company and since he?s switched and we file together we end up with much more money than before. Usha and the rest of the team at Tri-State CPAs know what they?re doing completely and as my husband owns his own small busine

i have used Tri State CPA"s for several 'year's to prepare my IRS and OHIO Taxes. they are very responsive and provide very thorough returns and explain everything in detail . quality is excellent . i also have three sons who use Tri State to do their taxes . the family highly recommends Tri State for Tax services.

Tri State Accounting and I work with many mutual clients. I always hear excellent feedback from my clients regarding their professionalism and timeliness. I also trust them with my families personal taxes, and would recommend them every time.

For the last 33 years, Tri-state Accounting and Tax Services had been doing our business and personal accounting and taxes. Satish Aggarwal did all that was necessary in a flexible, cooperative and creative manner. He is a very good financial advisor.. I highly recommend.

I have been using Tri State CPAs for several years for my personal and business accounting and tax services. The entire staff is always willing to help and are extremely knowledgeable. I highly recommend Usha, Deepak, Satish and the entire staff for all of your business and personal accounting needs. Danny O. Hill with Hilton Garden Inn and Crowne Plaza hotels.

Usha has been fantastic to work with over the last several years. She is professional , knowledgeable and timely.

When our CPA retired we had Interviewed many firms and narrowed it down to Tri State Accounting. Deepak and his dad Satish both appeared for the interview. I was very appreciative of them both showing up on time and answered all my questions. Tri State Accounting is a family run business and understands issues that small businesses face. In addition Tri State Accounting was very competitive and has helped us reach that next level of more efficient accounting operations. After more than a few months o

Tri State Accounting is a reliable group of experts in Taxes that have helped me and many of my close friends to manage their taxes and receive good advice during the filing process. I highly recommend this group.

If you are a non-profit looking for an accounting firm to prepare your taxes and all the associated paperwork, don't look any further, Tristate Accounting is the Company you need. A friendly, respectful and courteous staff that is always pleasant and ready to help with any question you may have on all the newest tax laws. Give them a call and ask for Mitzi!

Worked with Usha for personal and business tax work. She did an excellent job and responded quickly. Highly recommend.

We switched to Tristate about 2.5 years ago and they have been so much better than any other accountants I've ever worked with. Knowledgable, professional, and personable. Always exceeding expectations. Always a phone call away.

I have used Tri-state CPAs for several years. Usha Aggarwal has been so helpful and made the filing process easy and stress free.

Deepak and Chris have done a superb job on my son's taxes. They are professional, considerate and have been helpful in explaining the process. I highly recommend their tax services.

People at the office are always nice . . . friendly . . . polite . . . professional . . . and extremely helpful. Usha is "as good as gold" and excellent to work with. My experiences with her . . . are hands down (without question) better than any of my past experiences with H&R Block!

Satish Aggarwal of Tri State Accounting has been doing our business account for over 30 years and we are very happy with his services. We highly recommend him.

We have been coming to Tri-state accounting for 20 years. It has been the best experience we have ever received. I highly recommend Tri-State accounting! Very professional!!!

The professionals at Tri-STATE CPAs have helped me in my business tax returns and personal tax returns for years. They are very thorough and knowledgeable.

Efficient and very helpful staff to work. Very responsible and knowledgeable cpa firm to have tax services done for personal and business. I recommend new clients..

Tri State Accounting offers outstanding CPA Services with reliable work, response on time, tax filings, and financial advice.

We have been with Satish, Usha, Deepak and their team for many years now. Always very diligent in their work and very professional. Highly recommended for any individual(s) running a business.

We were referred to go here for trucking taxes. All staff are very knowledgeable, friendly, and accommodating. They did an amazing job and I would recommend anyone to go here to get any taxes/accounting work completed.

I've relied on the team at Tri State Accounting for three years. They've done a great job in every respect. Competent professionals with a quick turnaround.

Usha has done my family's taxes for years - she is trustworthy, professional, and very easy to work with - I highly recommend!

My husband & I have utilized Tri State CPAs for the past few years and have been impressed with their responsiveness, professionalism and assistance. Thank you so much for your hard work during this difficult time.

An outstanding, reliable and dependable accounting and tax advisory firm. Have been doing all our tax related work for more than two decades now. Highly recommended.

I was looking for a CPA to do my taxes and Tri State CPAs did a great, fast, and thorough job. I will absolutely be using them again in the future.

Extremely knowledgeable and very easy to work with! I own a small business and Deepak and his team take excellent care of us.

We been using tri state accounting for last 5 years but changed my mind this year, satish was really rude to us this year and we just walked away and tried someone else... very unprofessional!

We?ve been a customer here for 3 years, always does a good job with a fast turn around.

Professional and very good at what they do. I have used them for years and have recommended the firm to others.

Very friendly service along with good professional advise and quick turn around time.

Very professional and knowledgeable. Makes getting taxes done easier and understandable.

Always very thorough and approachable with questions. Highly recommend this group.

Always take care really quick Thankyou

Easy to work with. Knowledgable and courteous.

Really good CPA services.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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