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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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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.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.