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1374 Clove Road
Staten Island, NY 10301

Nick Popolo, EA

(718) 727-1040

 
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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

5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Debt Stress

There’s a link between debt and stress.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Business Cycle

How will you weather the ups and downs of the business cycle?

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