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 to Give Generously Without Derailing Your Goals
Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.