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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
2017 Year in Review
Take a look at this 2017 Market Recap.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This worksheet can help you estimate the costs of a four-year college program.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Learn when it may not make sense to file a claim on your home insurance.
Tips to avoid checking in luggage on your next vacation.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Make your retirement as exciting as your next vacation.
With alternative investments, it’s critical to sort through the complexity.
Investors seeking world investments can choose between global and international funds. What's the difference?