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 Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Glossary of Scam Terms
A helpful glossary of current scams.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.