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
Building Your Legacy
A four-step framework for building a personal legacy.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Buying a Home
A look at what you need to think about when buying a home.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.