About
Our Mission
Our mission is to deliver exceptional client service to the Tri State Community by going above and beyond meeting our client needs, growing personally and professional, adhering to our core values.
Our Vision
Our vision is to be recognized as a respected and quality CPA Firm in the Tri State Community by utilizing technology and a multidimensional approach to the financial needs of our clients.
Core Values
Trusted
- We work efficiently and accurately in everything we do
- We respecting our clients, employees and our community
Experience
- We focus on continuous improvement through training and hands on experience
- We will continue to be cross trained in accounting/tax/advisory services so separately and together we are a business resource
Reliable
- We are honest hard workers and straight talkers
- We meet and exceed client deadlines
Our Team
Deepak Aggarwal
Director, MAcc, CPA
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
Managing Director, CPA, MBA
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 R. Aggarwal
Director, M.S.
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 Samson, EA
Senior Accountant
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 M. Mullaney
Executive Assistant/Payroll Coordinator
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.
Yury Velasquez
Staff Accountant
Yury joined Tri-State CPA’s in April 2017. Born in Colombia, she graduated from Agustiniana University with a BSBA in Accounting in 2008.
Yury has over 14 years of experience in the accounting field, she specializes in financial statements preparation, CAT tax, and sales tax.
Our Springboro, OH Office
Ray Kinney
CPA, CFE Principal - Audit & Accounting
Ray received his Bachelor of Science in Business from Wright State University, with a major in accounting. He is a certified public accountant and a certified fraud examiner. He has been in public accounting services for over thirty years and is licensed to practice in Ohio and Kentucky.
Ray specializes in small business consulting, small business pension plans, personal retirement plans, and succession planning. He also performs standard accounting, auditing and tax services. His vast experience in business, accounting services and tax matters has given him the necessary tools to allow him to serve on various corporate boards of directors and boards of advisors.
Elizabeth Bowling, EA
With a major in Accounting at Kent State, Elizabeth is an Enrolled Agent with over 40 years’ experience in small business tax and accounting. Representing partnerships, corporations, non-profits and individuals, in every area of tax and compliance. With an emphasis on small business and problem solving, she can help with any unresolved issues you may have.
Tim Tipton, CPA
Let Us Help:
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. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. 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.
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 team so your expert 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 start things off on the right foot?
Whatever the reason, we want you to know that our 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’ 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
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.
Click the button below to take your first step, and receive a free report from us. We’ll rush your copy to you immediately. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Tri-State Area”.
Talk again soon,
Deepak Aggarwal, CPA
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (513) 791-6288 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
What our Clients are saying
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.
Amazing job
How the Bank Crisis Affects Tri-State Business Owners
Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...