Back to top

About Us

About Our Firm

For years, Midwest CPA, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Midwest CPA, LLC is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Midwest CPA, LLC was formed for the purpose of providing comprehensive accounting, consulting and tax services to individuals and businesses at reasonable prices without sacrificing the close personal attention each client deserves. Midwest CPA, LLC has locations throughout the state of Ohio. (see contact us section for more info).

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Midwest CPA, LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Midwest CPA, LLC receive competent and timely advice.

Our Team

William J. Maney, CPA, CGMA (Partner)

Bill Co-founded Midwest CPA and brings his diverse career that spans more than 30 years focusing on operations and financial responsibilities for private and public firms in the financial services and manufacturing industries.

His work experience started with one of the big four accounting firms (Ernst & Young) where he had clients in financial services, manufacturing and retail. He moved to an international conglomerate with subsidiaries world-wide. He traveled extensively to Brazil, Mexico and England to establish management reporting and improve operational processes.

Bill's career includes several successful turnarounds of unprofitable firms into companies with positive ROIs. His job titles included Director of Operations for a group of privately owned firms, CFO of a NYSE Company; and President of Surety Bond Division for a national Property & Casualty company. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.

Jeffrey S. Tate, CPA, CFF (Partner)

Jeff Co-founded Midwest CPA and brings 30 years of experience as an innovative leader in creating and executing strategies that build customer centric competitive advantage. In 2016, he became Certified in Financial Forensics, adding financial forensic and valuation skills to Midwest CPA's value proposition for its clientele.

In 2008, he formed a real estate investment and resale company, Re Recycle It LLC ('RRI"). RRI owns and operates 40 rental properties and buys. In 2002, he joined The Churchill Group as the Chief Financial Officer. The Churchill Group is a national life insurance agency, specializing in financed premium life insurance transactions on high net worth individuals for the benefit of nonprofits.

Jeff held various offices within Fortune 500 financial services companies for over 18 years. He served as President and CEO of American DataSolutions International, Inc. (ADSI) and spearheaded its entrepreneurial formation inclusive of the design to spin-off the independent subsidiary. ADSI had offices in Bangalore, India and Cincinnati, Ohio. It provided high quality Business Process and IT Outsourcing for the insurance and financial services market, employing over 250 professionals worldwide.

Jeff is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.

Kevin Armstrong, CPA (Partner)

Kevin’s strong education and years of experience in various areas of business, accounting and taxation uniquely qualify him to be your effective Certified Public Accountant. Kevin holds a B.B.A. in Accounting from the University of Cincinnati and a MA in Taxation from Capitol University.

After twenty years’ experience in public accounting, and 10 years working for the Internal Revenue Service, Mr. Armstrong is uniquely qualified to work with business owners. His experience includes three years in Arthur Andersen's Small Business Group handling start-up ventures and working with companies that produced up to $20MM in sales. Kevin’s corporate accounting experience includes serving two years as the Chief Financial Officer for a fast-growing software development firm that made the INC 500.

Kevin is committed to the communities he lives and works in. He is a board member of the Cincinnati Soap Box Derby and helped to bring the Derby back to Cincinnati several years ago. Ever the biking enthusiast, Kevin rides many times each week and is a past president and active member of the Cincinnati Cycle Club.

Nilam Patel, CPA (Partner)

Nilam is a Certified Public Accountant and Certified Quickbooks ProAdvisor. She earned her Bachelor of Business Administration degree with honors from Marshall University. She provides accounting assistance, payroll assistance, and tax preparation. In her spare time, Nilam enjoys shopping and traveling.

Nilam's can-do and positive attitude makes her a valued member of Midwest CPA's team. We are very pleased for this well-deserved recognition of Nilam's superior technical and interpersonal leadership skills.

Ray Lebowski

Ray has over 30 years of experience in accounting and financial reporting, cost accounting, and credit and collections with companies in the manufacturing and media sectors and in public accounting. His former employers include The Drackett Company, Carlisle Corporation, Gannett Satellite Information Network, and Levine & Company.

For the last twenty-plus years, his specialty has been small business financial statements, payroll and tax compliance, and financial consulting.

Ray is a graduate of Xavier University with a degree in Accounting.

Nicole Geers, Administrative Assistant

Nicole is from the east side of Cincinnati. She graduated from the College of Mount St. Joseph with a degree in Business and a concentration in Management. She has worked 22 years in customer service and administrative support for large and small companies. She also brings data processing, bookkeeping, client portal support and organizational skills to Midwest CPA LLC.

In her free time Nicole enjoys playing CSL's coed 4’s sand volleyball with friends from the end of March to the middle of October, going on house boating trips to Norris Lake, attending and watching miscellaneous sporting events and she really enjoys Sunday family dinners. She also loves traveling, the beach and lots of sunshine too!

Thomas Mowry, MBA, CPA

Tom graduated from the University of Michigan, receiving a Bachelor's in Economics and then an MBA in Finance and Accounting. As an undergraduate he was active in Interfraternity Council and was one of 25 seniors tapped into Michigamua, the senior men's honorary society. Following ten years at Ernst & Young (audit principal - senior manager), Tom worked at Anthem Blue Cross and Blue Shield, where he was a Vice President and Divisional General Manager responsible for multiple lines of insurance and healthcare payment administration, including Anthem Senior Advantage, Federal Employee Program and Medicare Part A. He then joined a physician practice management company and was in charge of the accounting and tax services that became the foundation for a CPA practice he owned and managed.

Tom combined his CPA practice with Midwest in 2019. He has been a member of the board of directors of two companies; other past board memberships include Wyoming School Foundation (treasurer), Llanfair Retirement Community (treasurer), United Way Allocation/Audit Committees, City of Wyoming Income Tax Board of Review, City of Wyoming Board of Building and Zoning Appeals (chairman), Promote Wyoming Committee, Wyoming Golf Club (president), and church deacon, trustee and treasurer. Tom was a Wyoming Citizen of the Year (2007). Professional associations include the American Institute of CPA's, Ohio Society of CPA's and Healthcare Financial Management Association.

William J. Sollmann, JD, MBA, CPA

After graduating from Xavier University (Ohio) with a major in Historyand minors in Economics, Classical Languages and Philosophy, Bill pulled a stint in the U.S. Peace Corps, followed by three years in the U.S. Army, the final year as a 1st Lieutenant Mobile Advisory Team (MAT) Leader in the Central Highlands, Vietnam. He then graduated from the University of Virginia School of Law and later obtained a Master of Business Administration majoring in Accounting from Xavier University (Ohio).

Bill is a licensed attorney, CPA and Chartered Global Management Accountant (CGMA). He is a member of the Cincinnati Bar Association, the American Bar Association, the Ohio Society of CPA's and the American Institute of CPA's. He is admitted to practice before the U.S. Tax Court, the U.S. Court of Appeals for the Sixth Circuit, the U.S. District Court for the Southern District of Ohio, and all levels of the state courts of Ohio. Bill has been associated for over 40 years with predecessor firms that have now merged with Midwest CPA, LLC.

Bill and wife, Beverly, live in Cincinnati where they have raised three daughters. Bill is a member of St. William Parish in Price Hill.

Sherry Kuhn - Bookkeeper

Sherry brings 25 years of bookkeeping experience to her position. She began her experience with bookkeeping at a public accounting firm working on several clients, including the firm itself. From there, Sherry worked for several different companies, including reconciling a number of accounts for a large leasing company. She has worked as the full charge bookkeeper, as well as being the accountant in charge of several accounts while employed with a public accounting firm. She attended the University of Cincinnati majoring in Accounting Technology.

Sherry resides in the Eastgate area and enjoys spending time with her children and grandchildren.

Sheila Lane - Office Manager

Sheila joined Midwest CPA in December of 2020. A versatile administrative professional who brings over 30 years of experience working as an administrative specialist as well as office management. Her experience includes managing a software training and developing firm, several wealth management firms along with a tax accounting firm. Sheila studied at Cincinnati State Technical and Community College.

She is a proud mom of three sons and one grandson. Sheila likes to camp and is a lifelong fan of the Cincinnati Reds.

Angela Lee, Administrative Assistant

Angela was born and raised in Cincinnati, OH. She has worked in a wide range of Administrative and support roles for over 15 years in various industries, including; Non-profit, Healthcare & Education. She is currently pursuing a Degree in Accounting and is open to the many career opportunities the field has to offer in the future.

She  currently resides in Fairfield, OH with her teenage Son. Angela loves sports and attends many Cincinnati Bengals games with family and friends during football season. She is excited about working with the team at Midwest CPA!!

Carrie Slusher

Carrie has an Associate's degree in pre-business administration from the University of Cincinnati. She is continuing her education at the University of Cincinnati and hopes to obtain a bachelor's and master's degree there as well. She is pursuing to be a CPA once she completes college. She volunteered with AARP preparing taxes during the 2019 tax season. Carrie has worked here since December 2021 where she started out on the assembly team

Carrie currently lives in Loveland, OH and has lived there her whole life. She enjoys singing and going to church. She assists in teaching preschoolers and sings on the praise team there. She looks forward to continuing her career here at Midwest CPA!

Yaratzéd “Yara” Alamo, Accounting Associate

Born and raised in San Juan, Puerto Rico, Yara is completing her Bachelor Degree in Accounting at the Inter-American University of Puerto Rico Metro Campus. She brings four years of accounting experience doing bookkeeping for multiple corporations, tax returns, and payroll services. Yara joined Midwest CPA in February 2022 and is excited to be with the firm and to keep growing professionally.

Yara resides in Florence, KY with her 2 year old son. She love’s going to the park, hiking, and exploring new places. She enjoys drinking coffee and painting.

Carolyn C. Edwards, CPA, MBA - Senior Accountant

Carolyn was born and resides in Dayton, Ohio. She earned her Bachelor of Science in accounting degree with honors from Central State University and her Master’s Degree in Business Administration with honors from the University of Phoenix.

Carolyn’s work experience started with the State Auditor’s Office as a college intern and moved up to a Senior Auditor position. After leaving the State Auditor’s Office, Carolyn operated her own business providing accounting, auditing and tax services to not-for-profit, small businesses and churches in her area. Her work has included agreed upon procedures for group homes, FEMA project worksheet reviews, and audits.

Carolyn along with her husband Marcellaus have a blended family which consist of five sons, 15 grandchildren and 7 great grandchildren. She is excited about working with the team at Midwest CPA!!