WHO WE ARE

 

Satish and Usha Aggarwal founded Tri-State Accounting based on the premise to alleviate the tax and accounting burden of our clients so they can concentrate on more important things like growing their business. They wanted business owners to have a one stop shop for their Accounting, Payroll and Tax needs and not have to pay an arm and leg for it. For over 30 years Tri State Accounting given out quality services for an affordable price.

We are comprised of Certified CPAs, and experienced accountants with over 50 years of combined tax and financial accounting experience. Our partners and staff come from Big four and regional accounting firms.

MEET 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.

daggarwal@tristateaccounting.com

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.

satish@tristateaccounting.com

Usha R. Aggarwal – Director, M.S.

She 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.

usha@tristateaccounting.com

Melanie Zimmerman – Senior Accountant

Melanie joined Tri-State Accounting in October 2013. Melanie has been in the accounting field for more than 20 years. She graduated from Miami University and Indiana Wesleyan University. Her specialties are new business startup, financial statement preparation, sales tax, and commercial activity tax.

melanie@tristateaccounting.com

Mitzi Samson – Staff 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.

mitzi@tristateaccounting.com

OUR HISTORY

Satish Aggarwal founded Tri State Accounting & Tax Services Inc in 1983 based on the premise of helping the Tri State community in their accounting, tax, and financial needs. Usha joined the company 1994 expanded the Company’s offerings. The company has provided excellent service to the Tri State Area for over 30 years.

Based on the work of Satish, Usha and their dedicated staff over the years Tri State Accounting enjoys a distinguished reputation based on superior quality, client service and integrity. Recently his son Deepak Aggarwal joined the practice in order to serve the accounting, tax and financial needs of the firm’s clients. We specialize in Tax, Accounting and Business Advisory services.