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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Saving for College 101
Here's a crash course on saving for college.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.