your tax bestie's besties
When we're not the solution for your needs, we hope you'll find what you're looking for with one of our trusted referral partners. Everyone on this list is someone we have met with personally to ensure they share our dedication to the neuro-queer community.
Do you know a great company that matches our values? Reach out and let us know! We're always adding folks to our referral network.
Financial Advisory
Founder: Tristan Morgan
Based in: Kent, OH
Service Area: United States
Diversity: Queer & neurodivergent-owned
Services: Financial planning, rollovers and retirement, wealth management, college funding, life and disability insurance, legacy and estate planning
CPAs, CFOs, and Strategic Advisory
Founder: Rachel Faciana
Based in: Lakewood, OH
Service Area: United States
Diversity: Queer woman-owned
Services: Fractional CFO, Strategic Advisory, Payroll/HR Management, Bookkeeping
Works With: Business owners and multi-entity operators
Founder: Ezry Bennett
Based In: Tallmadge, OH
Service Area: United States
Diversity: LGBTQ and Neuro-friendly
Services: Bookkeeping, Payroll, Tax Prep, Business Planning, Trust & Estate Taxes, Tech Consulting
Works With: Individuals, Small & Medium Businesses, Franchises, Not-for-Profit Organizations, Car Dealerships, Restaurants & Bars
Accounting and Bookkeeping
Founder: Janet Cram
Based In: Fairfax, MN
Service Area: United States
Diversity: Queer, neurodivergent, woman-owned
Services: Bookkeeping, Coaching, 1099 Filing, Small Business Community
Works With: Woman-owned small businesses in creative, service-based, or agricultural-adjacent industry
Founder: Rebecca Foley (she/her)
Based In: Barcelona, Spain
Service Area: United States (working on expanding to international)
Diversity: Woman-owned
Services: Bookkeeping
Works With: Nontraditional entrepreneurs, expats, digital nomads, performers, creatives, coaches, consultants
Founder: Rachel Faciana
Based in: Lakewood, OH
Service Area: United States
Diversity: Queer woman-owned
Services: Fractional CFO, Strategic Advisory, Payroll/HR Management, Bookkeeping
Works With: Business owners and multi-entity operators
Founder: Ezry Bennett
Based In: Tallmadge, OH
Service Area: United States
Diversity: LGBTQ and Neuro-friendly
Services: Bookkeeping, Payroll, Tax Prep, Business Planning, Trust & Estate Taxes, Tech Consulting
Works With: Individuals, Small & Medium Businesses, Franchises, Not-for-Profit Organizations, Car Dealerships, Restaurants & Bars
Coaching
Founder: Wave Melen
Service Area: United States
Diversity: Queer-owned
Services: Financial coaching for individuals, couples, and businesses
Founder: Liora Natania
Service Area: United States
Diversity: Neurodivergent & queer-owned
Services: Queer and neurodivergent career and business coaching
Free Resources
Income Taxes
W-4 Income Tax Withholding Estimator
College Savings
Long-Term Planning
AARP's Required Minimum Distribution (RMD) Calculator
When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites., nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving treecitytax.com and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.
Legal advice, financial advice, insurance, or Social Security Claiming services not offered through, or supervised by Tree City Tax Service, LLC. Please consult your own legal or financial professional before making any decisions.