our company values
Tree City Tax Service's mission is to provide equal access to financial literacy and tax support among the neuro-queer community.
We prioritize compassionate care that meets you where you are.
clear is kind
We make sure you understand the scope of our work together before money is exchanged, so there aren't any surprises. If you need anything clarified, you can always ask us to explain further.
no stupid questions
We assume you don't know much about taxes or business bookkeeping when you find us, and we won't look down on you for not knowing industry terms. Ask what you need to ask!
money without shame
Stigma around financial literacy isn't welcome in our office. We invite you to be upfront about your needs, fears, and the financial skeletons in your closet. We're here to help.
We're neurodivergent and queer owned and operated, and supporting these communities is paramount.
neuroqueer economy
Shopping locally keeps money circulating in your community 2-4x longer than shopping with a large corporation. When you can't shop local, shop small (and queer, and neurodiverse).
literacy matters
Financial literacy isn't just for families with generational wealth. Everyone deserves access to financial strategy, professionals, and knowledge. It's a right, not a privilege!
transparent process
Information shouldn't be hidden behind jargon. We want you to understand our financial processes so the stewardship of your money remains in your hands at all times.
As much as we are able, we strive to divest from Big Tech and generative AI. We can't always avoid it, but we can reduce it.
assistive > generative
OLT Pro software uses assistive AI to import data from your documents into your tax return, followed by human review and verification.
This AI is proprietary to OLT and private. Your data is not passed through any third-party providers.
open source
We prefer to employ open-source software rather than publicly traded providers that prioritize shareholder value over user privacy.
We switched to Proton, which is encrypted, ad-free, based in Switzerland, and independently audited for security.
conscious consumers
Data centers are a drain on natural resources and disproportionately impact marginalized communities.
We do not use generative AI of any kind, because fuck that. No Chat, no Gemini, just three auDHDers running on caffeine and dreams.
meet the team
Tristan Morgan, Owner
MBA, ASFP
Tristan's journey has been diverse, beginning with a Bachelor's degree in Chemistry from Kent State University in 2009. As a chemist, Tristan has worked in roles ranging from Quality Assurance and Chemist to Lab Manager before eventually earning an MBA from Case Western Reserve University in 2019, focusing on accounting, corporate finance and strategy, and operations management.
Towards the end of this MBA journey, Tristan established Tree City Tax Service from their home. The business has since expanded into a thriving office in Kent, Ohio that serves clients locally and across the United States.
At Tree City Tax Service, our commitment goes beyond numbers – it's about creating a welcoming space.
Caitlin Fisher,
Director of Sales & Marketing
Caitlin came to Tree City Tax with a background in small business marketing across many industries from houseplants to mattresses, specialty chemicals, and now, taxes! As a Kent State alum, they're delighted to be back in the downtown Kent area.
Caitlin got their bachelor's degree in Psychology and Spanish from Wilmington College, and a M.Ed. in Higher Education Administration from KSU. They ended up in marketing before starting their own business as a life and career coach.
At Tree City Tax, Caitlin handles the marketing (including blog, press, and social media), bookkeeping, backup tax preparation, and customer service. If you found us from Threads, you know Caitlin as your tax bestie already.