Birch Tax Service - Complete Tax and Financial Services
Birch Tax Service is a comprehensive tax and financial services firm committed to helping our clients improve their long-term financial success. We serve individuals, families and small businesses. We strive to deliver service in a highly professional manner, always seeking to improve on benefits to the client. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Helpful Content
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How Income Taxes Work
A quick look at how federal income taxes work.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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February 2018 Top Five
2018 could be shaping up to be an interesting year.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Rightsizing for Retirement
What does your home really cost?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.