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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are common mistakes you can avoid when saving for retirement.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Take a look at this 2017 Market Recap.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.