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
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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.