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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.