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
Glossary of Scam Terms
A helpful glossary of current scams.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
Building Your Legacy
A four-step framework for building a personal legacy.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.