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
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Year-End Moves to Optimize Retirement Transitions
Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.