Family Tree Tax LLC

Welcome to Family Tree Tax

Good help is hard to find and harder to get on the calendar. We have room. K-1s, trusts, the rest.

Follow the client. Make success easier.

Two enrolled agents working together: one on trusts, one on everything else. We review each other's work and keep improving.

Tax Services Are Only For Heximer Investment Management Clients—So If You're Not One Yet, Please Start There.

A CPA has no more authority before the IRS than an Enrolled Agent—same practice rights, same standing.

We have robust software for the new tax code to help minimize error, deliver securely with no paper, and avoid uncertainty or delay.

What is the Road Not Taken Initiative?

Planning for the long, long haul.

True sustainability isn't measured in quarters or years—it's measured in generations.

Whether you're protecting hard-earned assets, a family business, or farmland, the goal remains the same: keeping what matters together and moving it forward intact.

Strategic trust planning can make a world of difference. A plan starts with the right approach right now.

Placing assets in a trust ensures they remain unified and transfer seamlessly the way they should. Pairing that with LLCs, diversified revenue streams, and forward-thinking investments creates a foundation built to endure—no matter what terrain lies ahead.

We prepare the tax filings that keep these programs running smoothly.

From irrevocable trusts to family LLCs, we handle the details so you can focus on what you're building—not the tax work slowing you down.

Your legacy doesn't need more speed bumps.

Stay on track.

Stay focused on the road ahead.

Click Here to Start Your Engine

A Privileged Partnership

The Power of Alignment

Integrated Tax & Investment Strategy

Tax strategies aligned with your investment goals
Proactive planning around portfolio changes
Strategic guidance for family transitions and wealth transfer
Clear visibility across your entire wealth landscape

Making Confident Decisions

Prevent unexpected tax consequences
Ensure smooth family transitions
Simplify complex family structures

Seamless Coordination

Unified records across investment and tax systems
Integrated reporting and projections
Shared technology platform for seamless execution

Practical Tools & Resources

Family tree tax and investment flowcharts
Succession planning timelines
Custom family office guides
Entity structure diagrams
Investment policy statements with tax considerations

The tax services referenced on this website are offered by Family Tree Tax LLC, which is a separate entity from Heximer Investment Management, Inc.

Clients are under no obligation to use Family Tree Tax, and may select any qualified tax professional of their choice.

Transparency with Professional Fees

Fees reflect complexity, time requirements, and value delivered for each engagement. Rates and structure reviewed annually and subject to adjustment. Actual fees are determined based on specific circumstances. Each engagement is unique with fees determined through careful assessment. Engagement letters will detail specific scope and fee arrangements and govern where uncertainty exists.

Engagement Process

Initial consultation and assessment
Fee estimate provided
Engagement letter executed
Service delivery
Final billing based on actual requirements

Individual Returns (1040)

Basic: Starting at $250 (single W-2, standard deduction)
Standard: Starting at 500 (multiple income sources)
Complex: Starting at $750 (self-employment, rentals, investments)
High Complexity: Starting at $1,500 (multiple businesses, international)

Includes state and local returns where applicable.

Business Returns (K1)

S-Corporation (1120S): Starting at $1,200
Partnership (1065): Starting at $1,000
Estate/Trust (1041): Starting at $800
Payroll Compliance: Starting at $1,000

Additional fees for complex structures and multi-state operations.

Additional Services

Professional service fees range between $250-$1,000 per hour.
Specific research costs and third-party expenses incurred on your behalf will be billed as pass-through disbursements at cost.
Pricing may be adjusted for rush service or other reasons.
Tax Planning, Prior Year Amendments, Correspondence with Tax Authorities, Business Consulting including Bookkeeping: Hourly rates

🍂

The Road Not Taken

by Robert Frost

1916

Two roads diverged in a yellow wood,

And sorry I could not travel both

And be one traveler, long I stood

And looked down one as far as I could

To where it bent in the undergrowth;

Then took the other, as just as fair,

And having perhaps the better claim,

Because it was grassy and wanted wear;

Though as for that the passing there

Had worn them really about the same,

And both that morning equally lay

In leaves no step had trodden black.

Oh, I kept the first for another day!

Yet knowing how way leads on to way,

I doubted if I should ever come back.

I shall be telling this with a sigh

Somewhere ages and ages hence:

Two roads diverged in a wood, and I—

I took the one less traveled by,

And that has made all the difference.

Professional Staff

Jack Rondy, EA

Tax Preparer

jack@familytreetax.com

K-1s, individual returns, and everything else. Enrolled Agent (2022). CFA candidate. Economics and actuarial science, Ohio State. Intern spring 2021. Full-time since May 2023. Reviews everything with his colleague before it goes out.

John Ohsner, CFA, EA, CFP

Trust Tax Preparer

john@familytreetax.com

Trust returns. Enrolled Agent (2022). CFA (2017). MFE, Ohio University (2015). CFP® (2012). BA, Ohio State (2008). The Wellington School (2003). Started Family Tree Tax in 2025. Reviews everything with his colleague before it goes out.