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
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.