Birch Tax Service - Complete Tax and Financial Services
Specialists for Workers in the Gig Economy
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, small businesses and self-employed persons. Part of our niche is in working with freelancers and gig workers who need assistance with their tax and investment matters.
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
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate