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  • Northeast Ohio's trusted provider since 2019

    ABOUT

    Tristan Morgan of Tree City Tax Service

    Hello, I'm Tristan Morgan, the proud owner and operator of Tree City Tax Service. Based in Northeast Ohio, I am passionate about providing top-notch tax services and fostering a sense of community.

    My journey has been diverse, beginning with a Bachelor's degree in Chemistry from Kent State University in 2009. Over the years, I've worn multiple hats, working in roles ranging from Quality Assurance and Chemist to Lab Manager. Seeking to deepen my knowledge, I pursued and earned an MBA from Case Western Reserve University’s Weatherhead School of Management in 2019, focusing on accounting, corporate finance and strategy, and operations management.

    Towards the end of my MBA journey, I established Tree City Tax Service from my home. The business has since expanded into a thriving office in Kent, Ohio. I take pride in serving individuals, households, and small businesses not only in Ohio but also extending my services to Michigan, Pennsylvania, and Kentucky. While I have roots in the Midwest, my expertise knows no bounds, and I am delighted to offer my services throughout the United States.

    At Tree City Tax Service, my commitment goes beyond numbers – it's about creating a welcoming space for everyone. I am dedicated to delivering meticulous and personalized financial solutions tailored to your needs.

    SERVICES

    Personal Taxes

    Experience personalized and hands-on income tax preparation with a focus on your financial success.

    • Year-Round Support: I maintain a proactive relationship with you throughout the year, providing assistance and guidance whenever needed, not just during tax season.

    • In-depth Preparation: Meticulously prepared and filed income tax returns with expertise and attention to detail, ensuring your returns are in capable hands.

    • IRS and Agency Liaison: Handling all inquiries and communications with the IRS and other tax agencies on your behalf, prioritizing your peace of mind.

    Sole Proprietor and LLC Taxes

    Tailored tax solutions for entrepreneurs with a focus on your unique needs. I'm here to simplify the process and support your business's financial success.

    • Expense Optimization: Personalized organization of your business expenses, ensuring optimal deductions to optimize your tax position.

    • Strategic Tax Planning: Beyond paperwork, I assess your current tax liability and strategize to reduce taxable burdens for the following year, simplifying the process to keep your business financially robust.

    Budgeting Solutions

    Navigate personal finance complexities, empowering you to take control of your financial well-being.

    • Recurring Income and Expense Management: I analyze and organize your recurring income and expenses, providing a clear financial landscape for solid planning.

    • Debt Repayment Strategies: Together, we develop personalized plans to effectively pay down debt, aligned with your financial goals for a path towards financial freedom.

    • Short and Long-Term Savings Practices: Guiding you in establishing good savings practices, creating a roadmap for both immediate goals and long-term financial security.

    PRICING

    CUSTOMER EXPERIENCE

    CALCULATORS

    Business

    What are my new business startup costs?

    What are my tax savings with Section 179 deduction?

    Cash Flow

    What is my current cash flow?

    College

    What are the advantages of a 529 college savings plan?

    Qualified Plans

    Self-employed retirement plan maximum contribution calculator

    How do I maximize my employer 401(k) match?

    Taxation

    Federal income tax estimator

    Should I adjust my payroll withholdings?

    How much self-employment tax will I pay?

    Capital gains (losses) tax estimator

    Outside Links

    Calculating required minimum distributions

    Social Security quick calculator

    Life insurance needs calculator

    CONTACT

    217 N Water St Suite C1, Kent, OH 44240

    (330) 539-2431

    tmorgan@treecitytax.com