About Us

Our Cincinnati, OH Office

Proud Ohio State University alum Deepak Aggarwal holds a Bachelor’s and Master’s degree in Accounting from the university’s prestigious Fisher College of Business.

Deepak worked for several years at Deloitte, performing auditing/tax and business advisory services for both major Fortune 100 companies and privately held companies.

Deepak now gladly serves Tri-State Accounting as Director continuously fostering an environment of growth, customer-focused, and forward thinking mentalities.

Outside of work, Deepak can be found enjoying the company of his wife and family, running outdoors, or rooting for the Buckeyes in every sport.

Satish Aggarwal immigrated to the United States in the late 1970s in pursuit of education. He obtained his Master’s in Business Administration (MBA) in 1980 at Xavier University and obtained his C.P.A.

He worked for Foxx & Company before establishing Tri State Accounting. He has specialized in all matters related to tax such as individual, partnership, corporate and tax planning.

He has consulted on new business acquisitions, budget formation, IRS Audits & collections, etc. When he is not posting debits and credits, he enjoys investing in real estate and meeting friends.

Usha began her career in Research & Development of a Fortune 500 Company. She joined Tri-State Accounting in 1994. She has been involved with accounting, payroll, taxes and operations of the business.

Usha has extensive experience in complicated individual taxes including sole proprietor and partnership returns, ex-patriot, foreign tax reporting, trust, and gift tax returns. Her experience as a mortgage consultant and stock investments is a great asset for individual tax planning.

Mitzi started with Tri-State Accounting in 2015. Mitzi attended the University of Cincinnati and has been in the accounting field for more than 15 years. Her specialties are tax preparation, financial statement preparation, sales tax and payroll.

Shari joined Tri-State in March of 2017. Shari has more than 30 years of experience as an Administrative Assistant. Her specialties are payroll processing and payroll taxes and making sure that the office runs smoothly.

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding and there just isn’t enough time in the day to keep all the plates from spinning out of control. What you need most right now is more proactive help. You need the benefit of business advising to straighten up your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal to get our business advising expertise. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all of the myriad components of an effective financial system for a business. They need business advising support.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert business advising team so your team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to begin on the right foot?

Whatever the reason, we want you to know that our business advising team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions I’ve received from my clients.